Jonah Feldman

Jonah Feldman is an Analyst at Connecticut Wealth Management, LLC based in Cheshire, CT, where he is responsible for supporting the firm's investment research, portfolio construction, and client reporting processes. In this capacity, he works alongside the advisory team to analyze financial markets and provide insights on asset allocation strategies for high-net-worth individuals and families, with a focus on equities, fixed income, and alternative investments.

Jonah's career began as a Wealth Management Intern at Connecticut Wealth Management, LLC, where he gained hands-on experience in financial planning, investment operations, and client service from June 2023 to August 2024. Prior to entering the wealth management sector, he held an assistant role in athletic communications at Colgate University, contributing to communications and media relations initiatives.

He holds a Bachelor of Arts in History from Colgate University and is a graduate of Choate Rosemary Hall. Jonah's academic background in history and communications, coupled with his professional training in wealth management, enables him to approach investment analysis with strong research and critical-thinking skills. While early in his career, he has demonstrated a commitment to multidisciplinary expertise and client-focused investment solutions.