John Russo

John Russo is an Analyst at Connecticut Wealth Management, LLC (CTWM), based in South Windsor, CT. He joined CTWM full-time in July 2025 after successfully completing two consecutive wealth management internships with the firm from 2023 to 2025. In his role, John partners with senior advisors to provide strategic support, develop comprehensive financial plans, and help maintain CTWM’s high standards of client service.

John’s responsibilities include supporting the creation of customized investment and financial strategies for high-net-worth individuals and families. While his primary focus is on financial planning, his hands-on experience through CTWM’s internship and Peggotty Investment Club at Connecticut College has provided exposure to key asset classes, such as equities, fixed income, and alternative investments—especially within diversified, client-centric portfolios.

John holds a Bachelor of Arts in Economics, graduating cum laude from Connecticut College, with minors in Finance and Psychology, and completed the college’s Entrepreneurship Pathway Program. He was also a two-year captain and four-year letterman on the Men's Ice Hockey Team, president of the Student-Athlete Advisory Committee, and active in collegiate investment activities—demonstrating both leadership and a keen interest in markets and portfolio management.