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Kevin Christopher Leahy
Directeur Général chez
Connecticut Wealth Management LLC
Profil
Mr. Kevin C.
Leahy, CPA, is a President & Chief Executive Officer at Connecticut Wealth Management LLC.
He founded Connecticut Wealth Management in October 2010 and has been instrumental in developing the Connecticut Wealth Management team and culture.
As Chief Executive Officer of the firm, he is responsible for managing the firm according to its Mission Statement and Guiding Principles.
He provides comprehensive personal financial and estate planning services.
He works with business owners, corporate executives, medical and dental professionals, and other individuals with complex financial affairs.
Mr. Leahy is a past Board Member of the Estate and Business Planning Council of Hartford and has been a Board Member of the Rushford Center and served on their Quality and Credentialing Committee.
In addition, Mr. Leahy was a member of the Professional Advisory Committee of the Hartford Foundation for Public Giving, the American Institute of Certified Public Accountants, and the Middlesex County Chamber of Commerce.
Mr. Leahy graduated from Providence College with a Bachelor of Science degree in Accounting and earned a Master’s in Taxation with a concentration in Financial Planning from Northeastern University.
He is a Certified Public Accountant (CPA) and is a Certified Financial Planner licensee.
Postes actifs de Kevin Christopher Leahy
| Sociétés | Poste | Début |
|---|---|---|
Connecticut Wealth Management LLC
 Connecticut Wealth Management LLC Investment ManagersFinance CTWM primarily employs fundamental analysis methods in developing long-term investment strategies for its clients. The firm uses asset allocation strategy in managing clients’ assets. Their in-house Investment Committee meets regularly to discuss strategies to mitigate their clients' risk. CTWM may buy and sell positions that are more short-term in nature, depending on the goals of the client and/or the fundamentals of the security, sector or asset class. | Directeur Général | 01/10/2010 |
Formation de Kevin Christopher Leahy
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Providence College
 Providence College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Connecticut Wealth Management LLC
Connecticut Wealth Management LLC Investment ManagersFinance CTWM primarily employs fundamental analysis methods in developing long-term investment strategies for its clients. The firm uses asset allocation strategy in managing clients’ assets. Their in-house Investment Committee meets regularly to discuss strategies to mitigate their clients' risk. CTWM may buy and sell positions that are more short-term in nature, depending on the goals of the client and/or the fundamentals of the security, sector or asset class. | Finance |
