You're signed outSign in or to get full access.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Connecticut Wealth Management, LLC | Analyst | Jun 2025 to Present | — |
| University of Connecticut | Residential 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 Business | Career Intern | Aug 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 Media | Freelance Photographer | Oct 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, LLC | Wealth Management Intern | Jun 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, CT | Recreation Leader in Training Program Co-Director | Jun 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)
| Name | Role | Location |
|---|---|---|
| Partner | United States | |
| Partner | Farmington, CT , United States | |
J Jarrett Solomon | Partner | West Hartford, CT , United States |
| Partner | Farmington, CT , United States | |
| Partner | Farmington, CT , United States | |
| Partner | Farmington, CT , United States | |
| Partner | Hartford, CT , United States | |
| Partner | Farmington, CT , United States | |
W Walker Lohrey | Analyst | Farmington, CT , United States |
Z Zachary Bylykbashi | Analyst | Hartford, CT , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager and Research Analyst | Bradley Foster & Sargent Inc/ct | Portland, ME , United States | |
| Trader | Bradley Foster & Sargent Inc/ct | Hartford, CT , United States | |
| Senior Portfolio Manager | YHB Investment Advisors, Inc. | West Hartford, CT , United States | |
| Chief Investment Officer | YHB Investment Advisors, Inc. | West Hartford, CT , United States | |
| Principal | Relyea Zuckerberg Hanson LLC | Stamford, CT , United States | |
| Partner | Moneco Advisors, LLC | Harrison, NY , United States | |
| Managing Partner | Moneco Advisors, LLC | New Canaan, CT , United States |