Jarrett Franklin Solomon

Jarrett Franklin Solomon

Membro del Comitato di Investimento presso Connecticut Wealth Management LLC

Finance
Consumer Services

Profilo

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.

Posizioni attive di Jarrett Franklin Solomon

SocietàPosizioneInizio
Membro del Comitato di Investimento 01/01/2011
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Precedenti posizioni note di Jarrett Franklin Solomon

SocietàPosizioneFine
Corporate Officer/Principal -
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Formazione di Jarrett Franklin Solomon

Amherst College Undergraduate Degree

Esperienze
Posizioni ricoperte

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Società quotate in Borsa

Aziende private

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Relazioni

6

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3

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Uomo

Donna

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Aziende private2

Finance

Finance

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