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About
E. Patrick Logue, CPA, is a Partner and Managing Advisor at Connecticut Wealth Management, LLC, located in Hartford, CT. In this role, he provides individualized wealth management and investment strategies to high-net-worth individuals and families, with a specialized focus on estate planning and tax planning for small business owners. Patrick is recognized for building strong client relationships, while overseeing complex financial planning and asset management across diverse asset classes including equities, fixed income, and alternative investments.
Before joining Connecticut Wealth Management in 2022, Patrick was Principal at New England Guild Wealth Advisors, where he was instrumental in expanding the firm’s assets under management from $12 million to $400 million. His prior experience includes serving as an internal consultant at Aetna and as Comptroller for Group America, handling all areas of financial operations. Across his career, he has consistently advised on institutional investing and led teams in comprehensive client-focused financial planning.
Patrick holds an MBA in Finance from the University of Hartford and a Bachelor’s degree in Business Administration from the University of Massachusetts. He is also a Certified Public Accountant (CPA), reflecting his deep expertise in tax, accounting, and financial strategy. Beyond his professional achievements, he has contributed to the community through various board memberships and is noted for his commitment to developing sophisticated investment solutions for clients in Connecticut and beyond.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Connecticut Wealth Management, LLC | Partner | Dec 2022 to Present | — |
| The New England Guild, Inc. | Principal | Unknown to Present | — |
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 | Farmington, CT , United States | |
W Walker Lohrey | Analyst | Farmington, CT , United States |
Z Zachary Bylykbashi | Analyst | Hartford, CT , United States |
| Analyst | Hartford, CT , United States |
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