Michael Anthony Tedone
Directeur Financier/CFO chez Connecticut Wealth Management LLC
Profil
Mr. Michael A.
Tedone, CPA, is a Partner & Chief Financial Officer at Connecticut Wealth Management LLC.
He has more than 30 years of professional experience in the areas of wealth management and estate planning.
He works with high net worth individuals and senior executives with a specialty in financial, estate and tax planning.
He is part of the financial advisory team and the fixed income team of the firm’s investment committee.
Prior to joining Connecticut Wealth Management, he was the Managing Director of Filomeno Wealth Management, LLC and specialized in planning for high net worth individuals and senior executives.
Mr. Tedone graduated magna cum laude from Bryant University with a degree in Business Administration.
He is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS), a credential granted by the AICPA exclusively to CPAs who have the combination of extensive tax expertise and comprehensive knowledge of financial planning.
Postes actifs de Michael Anthony Tedone
Sociétés | Poste | Début |
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Connecticut Wealth Management LLC
Connecticut Wealth Management LLC Investment ManagersFinance Connecticut Wealth Management LLC (CTWM) is an independent, SEC-registered investment advisor headquartered in Farmington, Connecticut. The firm was founded by Kevin Leahy and Denis Horrigan in 2010. CTWM offers financial planning and investment advisory services to individuals, trusts, estates, non-profit organizations, business owners, businesses and executives in Connecticut and other states. | Directeur Financier/CFO | 01/01/2022 |
Formation de Michael Anthony Tedone
Bryant University | Undergraduate Degree |
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Connecticut Wealth Management LLC
Connecticut Wealth Management LLC Investment ManagersFinance Connecticut Wealth Management LLC (CTWM) is an independent, SEC-registered investment advisor headquartered in Farmington, Connecticut. The firm was founded by Kevin Leahy and Denis Horrigan in 2010. CTWM offers financial planning and investment advisory services to individuals, trusts, estates, non-profit organizations, business owners, businesses and executives in Connecticut and other states. | Finance |