Jarrett Franklin Solomon

Jarrett Franklin Solomon

Mitglied des Investmentausschusses bei Connecticut Wealth Management LLC

Finance
Consumer Services

Profil

Mr. Jarrett F.
Solomon is a Partner at Connecticut Wealth Management LLC.
He joined the firm in 2011 and was named Partner in 2017.
In addition to his role with clients, he also oversees all aspects of the client experience, including financial planning, client service, and the firm Investment Committee.
Mr. Solomon has more than 17 years of professional experience in the areas of financial planning, wealth management, and investment analysis.
He works with business owners, executives, physicians, and other individuals and families with complex financial needs.
Prior to joining the Connecticut Wealth Management team, he spent eight years at Convergent Wealth Advisors, a large Registered Investment Advisor in the Washington, D.C.
area.
He graduated magna cum laude from Amherst College with a degree in Economics.
Mr. Solomon is a Certified Financial Planner licensee and holds the Certified Investment Management Analyst (CIMA) designation, which is granted by the Investment Management Consultants Association in conjunction with the University of Pennsylvania’s Wharton School of Business.
Mr. Solomon has been a member of the Investment Management Consultants Association since 2007.

Aktive Positionen von Jarrett Franklin Solomon

UnternehmenPositionBeginn
Mitglied des Investmentausschusses 01.01.2011
Alle aktiven Positionen von Jarrett Franklin Solomon

Ehemalige bekannte Positionen von Jarrett Franklin Solomon

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Corporate Officer/Principal -
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Ausbildung von Jarrett Franklin Solomon

Amherst College Undergraduate Degree

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