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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Connecticut Wealth Management, LLC | Analyst | Sep 2021 to Present | — |
| Prism Autism Education & Consultation | Behavior Technician | Apr 2020 to Sep 2021 | — |
| UConn First Year Experience Program | Teaching Assistant for UConn's First Year Experience Program | Jan 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 Program | First Year Experience Mentor | Aug 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 Program | UConn Dining Services Employee | Jan 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 Fraternity | Director of Philanthropy at the University of Connecticut | Jan 2019 to Dec 2020 | — |
| Orange Park and Recreation | Summer Camp Nature Specialist | Jun 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 Rec | Summer Camp Senior Counselor | Jun 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)
| Name | Role | Location |
|---|---|---|
| Partner | United States | |
| Partner | Farmington, CT , United States | |
J Jarrett Solomon | Partner | West Hartford, CT , United States |
| Partner | Farmington, CT , United States | |
| Partner | Farmington, CT , United States | |
| Partner | Farmington, CT , United States | |
| Partner | Hartford, CT , United States | |
| Partner | Farmington, CT , United States | |
W Walker Lohrey | Analyst | Farmington, CT , United States |
Z Zachary Bylykbashi | Analyst | Hartford, CT , United States |
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