Sign in

You're signed outSign in or to get full access.

Sean Gannon

Sean Gannon

Analyst at Connecticut Wealth Management, LLC

Hartford, CT , United States

About

Sean Gannon is an Analyst at Connecticut Wealth Management, LLC, based in Hartford, CT, where he joined the team in September 2024. In his current role, he supports senior advisors by conducting investment research, portfolio analysis, and assisting with the development of tailored financial strategies for high-net-worth clients. His work spans across core wealth management activities, with an emphasis on portfolio construction and client service within the firm's diversified investment approach.

Prior to joining Connecticut Wealth Management, Sean worked as an NBS Financial Lines Underwriter at Chubb, where he gained experience in risk assessment, financial analysis, and underwriting in the insurance sector. Earlier, he was a student-athlete at Central Connecticut State University, demonstrating leadership, discipline, and teamwork during his collegiate career.

Sean holds a Master of Business Administration (MBA) in Finance and a Bachelor of Science (BS) in Finance from Central Connecticut State University. His expertise centers on equity and fixed income allocation analysis, portfolio diversification strategies, and supporting client advisory solutions for individuals and families, positioning him as a valued contributor to CTWM’s investment team.

Career History

OrganizationRoleDate RangeDetails
Connecticut Wealth Management, LLCAnalystSep 2024 to Present
ChubbNBS Financial Lines UnderwriterMay 2023 to Sep 2024
Central Connecticut State UniversityStudent AthleteAug 2017 to May 2023
Played 6 seasons for the CCSU men’s soccer program, captaining the team for 4 years. Earned a place on All-Rookie, All-Conference, All-Region, and All-tournament teams during tenure. Member of the Stu...
ChubbNBS Underwriting InternJan 2021 to Aug 2021
• Collected and drove 397 New Business Submissions into Chubb, was able to get responses on another 161 accounts. • Reviewed, requested, tracked, and followed up on 806 submissions for accuracy and co...

Education

Central Connecticut State University

Master of Business Administration - MBA, Finance

2021 2023

Central Connecticut State University

Bachelor of Science - BS, Finance, General

2017 2021

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

Similar Fund Managers

NameRoleFundLocation
Chris Sargent
Chris Sargent
Portfolio Manager and Research AnalystBradley Foster & Sargent Inc/ctPortland, ME , United States
Felicia Lazor
Felicia Lazor
TraderBradley Foster & Sargent Inc/ctHartford, CT , United States
Byron Nilsson
Byron Nilsson
Senior Portfolio ManagerYHB Investment Advisors, Inc.West Hartford, CT , United States
Dennis Hannigan
Dennis Hannigan
Chief Investment OfficerYHB Investment Advisors, Inc.West Hartford, CT , United States
Lauren Rowland
Lauren Rowland
PrincipalRelyea Zuckerberg Hanson LLCStamford, CT , United States
Byrke Sestok
Byrke Sestok
PartnerMoneco Advisors, LLCHarrison, NY , United States
Derrek Metz
Derrek Metz
Managing PartnerMoneco Advisors, LLCNew Canaan, CT , United States