John Shanley

John Shanley, CFP®, is a Partner and Managing Advisor at Connecticut Wealth Management, LLC, based in Farmington, CT, where he leads a team of advisors and service specialists in delivering personalized financial planning and customized investment strategies for a diverse client base. As Assistant Director of the firm's Investment Committee, John is responsible for implementing firmwide portfolio strategies and identifying innovative technology solutions to enhance investment management.

His expertise covers a broad range of asset classes, with a particular focus on asset allocation, risk management, and tailored investment solutions for high-net-worth individuals, families, and institutional clients. John’s leadership in developing portfolio strategies reflects a deep understanding of both public market investments and alternative investments, and he leverages these insights to maximize client outcomes and operational efficiency.

Prior to joining Connecticut Wealth Management in 2019, John was a Financial Advisor at Pinnacle Investment Management. He holds a Master of Science in Financial Services from The American College of Financial Services and an undergraduate degree from Fordham University. A recognized professional in his field, John has been named a Five Star Wealth Manager by Connecticut Magazine (2020–2024) and is active in the Connecticut Historical Society's Investment Committee, demonstrating both industry accolades and community engagement.