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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Connecticut Wealth Management, LLC | Analyst | Jul 2023 to Present | — |
| Connecticut Wealth Management, LLC | Financial Analyst Intern | Jun 2022 to Jan 2023 | — |
| University of Rhode Island - College of Business | Equity Analyst and Portfolio Manager | Jan 2022 to May 2022 | — |
Education
University of Rhode Island - College of Business
Bachelor of Science - BS, Business Administration - Finance
2019 — 2023
Skills & Expertise
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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