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Niko Ford

Niko Ford

Analyst at Connecticut Wealth Management, LLC

Hartford, CT , United States

About

Niko Ford is an Analyst at Connecticut Wealth Management, LLC, based in Hartford, CT. In his current role, he assists advisors in developing and implementing comprehensive financial plans and provides dedicated service to clients, contributing to the firm's wealth management and planning efforts.

Niko specializes in investment analysis across the Technology and Communications sectors, having gained hands-on experience as an Equity Analyst and Portfolio Manager for the University of Rhode Island's student-managed Ram Fund. His expertise spans equity research and portfolio management, particularly within these industries.

Niko graduated Summa Cum Laude from the University of Rhode Island in 2023 with a Bachelor of Science in Business Administration, concentrating in finance and minoring in Sports Media. He was awarded the 2022 Excellence in Finance Award and is a member of the Beta Gamma Sigma honors society, reflecting his academic excellence, leadership, and commitment to social responsibility.

Career History

OrganizationRoleDate RangeDetails
Connecticut Wealth Management, LLCAnalystJul 2023 to Present
Connecticut Wealth Management, LLCFinancial Analyst InternJun 2022 to Jan 2023
University of Rhode Island - College of BusinessEquity Analyst and Portfolio ManagerJan 2022 to May 2022

Education

University of Rhode Island - College of Business

Bachelor of Science - BS, Business Administration - Finance

2019 2023

Skills & Expertise

Finance
Communication
Analytical Skills
Leadership
Accounts Payable & Receivable
Microsoft Excel
Bloomberg Terminal
QuickBooks
Microsoft Word
Microsoft Office
Customer Service
Sales
Financial Analysis
Financial Statement Analysis
Microsoft PowerPoint

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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