You're signed outSign in or to get full access.
About
Walker Lohrey is currently an Analyst at Connecticut Wealth Management, LLC in Farmington, CT, where he supports client investment strategies and portfolio management. In this role, he focuses on assisting with the evaluation and implementation of asset allocation decisions, as well as research on investment solutions tailored to high-net-worth individuals and business owners.
He specializes in sectors relevant to private wealth management, including diversified equities, fixed income, and retirement planning vehicles, drawing on the firm's overall emphasis on serving executives and business owners. Prior to joining Connecticut Wealth Management in 2022, Lohrey held positions as a Group Sales Representative at New York Life Insurance Company and as a Sales Representative at Cigna, where he developed expertise in insurance and benefits planning.
Lohrey holds a Bachelor of Arts in Economics from the University of Connecticut, equipping him with a strong analytical and financial foundation. His career reflects a commitment to comprehensive financial planning, combining investment research with client-focused service in the wealth management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Connecticut Wealth Management, LLC | Analyst | Feb 2022 to Present | — |
| New York Life Insurance Company | Group Sales Representative | Jan 2021 to Feb 2022 | — |
| Cigna | Sales Representative | Oct 2018 to Jan 2021 | — |
| Ameritas | Small Group Manager | Oct 2017 to Aug 2018 | — |
| Ameritas | Sales Team Enrichment Program | Jul 2017 to Oct 2017 | — |
Education
University of Connecticut
Bachelor of Arts, Economics
2013 — 2017
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 |
Z Zachary Bylykbashi | Analyst | Hartford, CT , United States |
 | Analyst | Hartford, CT , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Portfolio Manager and Research Analyst | Bradley Foster & Sargent Inc/ct | Portland, ME , United States |
 | Trader | Bradley Foster & Sargent Inc/ct | Hartford, CT , United States |
 | Senior Portfolio Manager | YHB Investment Advisors, Inc. | West Hartford, CT , United States |
 | Chief Investment Officer | YHB Investment Advisors, Inc. | West Hartford, CT , United States |
 | Principal | Relyea Zuckerberg Hanson LLC | Stamford, CT , United States |
 | Partner | Moneco Advisors, LLC | Harrison, NY , United States |
 | Managing Partner | Moneco Advisors, LLC | New Canaan, CT , United States |