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Patrick Logue

Patrick Logue

Partner at Connecticut Wealth Management, LLC

Hartford, CT , United States

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

OrganizationRoleDate RangeDetails
Connecticut Wealth Management, LLCPartnerDec 2022 to Present
The New England Guild, Inc.PrincipalUnknown to Present

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
Tony DiSorbo
Tony DiSorbo
PartnerFarmington, CT , United States
W
Walker Lohrey
AnalystFarmington, CT , United States
Z
Zachary Bylykbashi
AnalystHartford, CT , United States
Benjamin Roy
Benjamin Roy
AnalystHartford, CT , United States
Showing 1-10 of 19 team members

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