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Benjamin Roy

Benjamin Roy

Analyst at Connecticut Wealth Management, LLC

Hartford, CT , United States

About

Benjamin Roy is an Analyst at Connecticut Wealth Management, LLC in Hartford, CT, having joined the firm in June 2025 following the completion of its competitive internship program. In this role, he supports wealth advisors in portfolio research, investment analysis, and financial planning, with a focus on delivering tailored strategies for high-net-worth individuals and families. Benjamin’s responsibilities include evaluating market trends and assisting with asset allocation decisions across equities, fixed income, and alternative investments—key sectors for CT Wealth Management’s diversified client portfolios.

Prior to his full-time appointment, Benjamin served as a Residential Assistant and Career Intern at the University of Connecticut School of Business, where he developed leadership and professional development skills through campus engagement and career services support. These roles provided a foundation in client service and business communications, broadening his expertise in financial analysis and personal wealth management.

Benjamin holds a Bachelor of Science in Finance from the University of Connecticut School of Business, giving him a strong foundation in corporate finance, investment theory, and portfolio management. His educational achievements and hands-on internship experience position him as a rising professional in the investment advisory sector, with a growing knowledge base in multi-asset portfolio construction and client-focused investment solutions.

Career History

OrganizationRoleDate RangeDetails
Connecticut Wealth Management, LLCAnalystJun 2025 to Present
University of ConnecticutResidential Assistant (RA)Aug 2024 to May 2025
Fostering a supportive and engaging living environment in residence halls by organizing events, enforcing policies, and providing guidance to residents. Assisting with addressing conflicts, offering r...
University of Connecticut School of BusinessCareer InternAug 2024 to May 2025
Assist undergraduate peers by providing detailed feedback on their resumes to improve formatting and content for job prospects. Additionally, take professional headshots to enhance their professional ...
Ben Roy MediaFreelance PhotographerOct 2022 to May 2025
Passionate self-employed freelance photographer specializing in weddings, sports, and events. With a creative eye and commitment to excellence, I can capture unforgettable moments while learning the b...
Connecticut Wealth Management, LLCWealth Management InternJun 2024 to Aug 2024
Gained hands-on experience in financial planning, covering investment, cash flow, risk management, retirement, estate, and education planning. Enhanced skills through real-world scenarios and collabor...
Town of Manchester, CTRecreation Leader in Training Program Co-DirectorJun 2023 to Aug 2023
Led a six-week hands-on summer professional development program for 14 & 15 year olds aspiring to broaden their professional skills in aspirations of entering the job market.

Education

University of Connecticut School of Business

Bachelor of Science - BS, Finance

2022 2025

Others at Connecticut Wealth Management, LLC (19)

NameRoleLocation
Chip Olson
Chip Olson
PartnerUnited States
Claudia Jacques-Soto
Claudia Jacques-Soto
PartnerFarmington, CT , United States
J
Jarrett Solomon
PartnerWest Hartford, CT , United States
John Shanley
John Shanley
PartnerFarmington, CT , United States
Kathleen Christensen
Kathleen Christensen
PartnerFarmington, CT , United States
Megan Trask
Megan Trask
PartnerFarmington, CT , United States
Patrick Logue
Patrick Logue
PartnerHartford, CT , United States
Tony DiSorbo
Tony DiSorbo
PartnerFarmington, CT , United States
W
Walker Lohrey
AnalystFarmington, CT , United States
Z
Zachary Bylykbashi
AnalystHartford, CT , United States
Showing 1-10 of 19 team members

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