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Matt Bonvicini

Matt Bonvicini

Analyst at Connecticut Wealth Management, LLC

Farmington, CT , United States

About

Matt Bonvicini is currently a Financial Analyst at Connecticut Wealth Management, LLC, based in Farmington, Connecticut. In this role, he supports financial planning, portfolio analysis, and advisory services for clients, working as part of a team of professionals that provide comprehensive wealth management solutions. His focus includes asset allocation and assisting in the ongoing management of investment portfolios, helping deliver objective, client-focused advice.

Matt's expertise spans across diversified investment strategies, with involvement in areas such as equities, fixed income, and alternative investment solutions tailored for high-net-worth individuals and families. He contributes to both research and operational aspects within the firm, ensuring that investment recommendations align with clients' needs and objectives.

With a background as a Behavior Technician at Prism Autism Education & Consultation and as a Teaching Assistant for UConn's First Year Experience Program, Matt brings strong analytical and communication skills to his role. He holds a bachelor's degree in Psychology & Human Development and Family Sciences from the University of Connecticut, leveraging this foundation to effectively communicate complex financial concepts and support the firm's fiduciary mission.

Career History

OrganizationRoleDate RangeDetails
Connecticut Wealth Management, LLCAnalystSep 2021 to Present
Prism Autism Education & ConsultationBehavior TechnicianApr 2020 to Sep 2021
UConn First Year Experience ProgramTeaching Assistant for UConn's First Year Experience ProgramJan 2020 to Dec 2020
• Facilitated an entire curriculum focused on building the interpersonal and leadership skills of First Year Experience Mentors as they mentored their own classes of first-year students at the Univers...
UConn First Year Experience ProgramFirst Year Experience MentorAug 2019 to Apr 2020
Collaborate with an instructor to facilitate lesson plans and activities for First Year Students as they transition to college life at the University of Connecticut
UConn First Year Experience ProgramUConn Dining Services EmployeeJan 2018 to Oct 2019
- Cooperate with a team of employees to meet the needs and services of Putnam Dining Hall and Athletes at Burton - Developed customer service skills in working with students, chefs, managers, and athl...
Pi Kappa Phi FraternityDirector of Philanthropy at the University of ConnecticutJan 2019 to Dec 2020
Orange Park and RecreationSummer Camp Nature SpecialistJun 2018 to Aug 2019
Developed a curriculum of planned activities, hikes, arts and crafts and more while overseeing all counselors and assisting with camp operations directly under the Summer Camp Director
Orange Park and RecSummer Camp Senior CounselorJun 2015 to Aug 2017
- Mentored over 100 different campers between the age of 4 and 15 with two other co-counselors to help promote and provide a safe and fun summer camp experience - Supervised counselors who were new to...

Education

University of Connecticut

Bachelor's degree, Psychology & Human Development and Family Sciences

2017 2021

Others at Connecticut Wealth Management, LLC (19)

NameRoleLocation
Chip Olson
Chip Olson
PartnerUnited States
Claudia Jacques-Soto
Claudia Jacques-Soto
PartnerFarmington, CT , United States
J
Jarrett Solomon
PartnerWest Hartford, CT , United States
John Shanley
John Shanley
PartnerFarmington, CT , United States
Kathleen Christensen
Kathleen Christensen
PartnerFarmington, CT , United States
Megan Trask
Megan Trask
PartnerFarmington, CT , United States
Patrick Logue
Patrick Logue
PartnerHartford, CT , United States
Tony DiSorbo
Tony DiSorbo
PartnerFarmington, CT , United States
W
Walker Lohrey
AnalystFarmington, CT , United States
Z
Zachary Bylykbashi
AnalystHartford, CT , United States
Showing 1-10 of 19 team members

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