Jack Rose

Jack Rose is an Analyst at Connecticut Wealth Management, LLC, based in Canton, CT, where he contributes to financial planning and client investment strategies. He began this role in January 2024 after successfully completing an internship with the same firm, demonstrating his commitment to the wealth management sector and familiarity with client-centric financial services.

Jack specializes in supporting the firm’s wealth management activities, focusing primarily on portfolio analysis, financial planning, and investment research for high-net-worth individuals and families. While his primary focus is broadly on multi-asset portfolios typical for comprehensive wealth advisory—spanning equities, fixed income, and alternative investments—his responsibilities also include client portfolio creation and performance evaluation.

He holds a degree in Finance from the University of Hartford, which provided him a strong analytical and quantitative foundation. Prior to joining Connecticut Wealth Management, Jack gained valuable client service experience as a Bank Teller at KeyBank, further developing his financial operations skills. His early career achievements highlight his capability in both technical investment analysis and direct client interaction, positioning him as a promising contributor to the wealth management industry.