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Zachary Bylykbashi

Analyst at Connecticut Wealth Management, LLC

Hartford, CT , United States

About

Zachary Bylykbashi, CFP®, is a Financial Advisor at Connecticut Wealth Management, LLC, where he provides comprehensive financial planning and investment advisory services to individual clients and families. Since joining CTWM in 2022, he has focused on delivering exceptional client service and customized strategies, emphasizing public and private market investments as well as retirement planning solutions. His role involves portfolio construction, asset allocation, and ongoing financial analysis to help clients achieve their long-term financial goals.

Prior to his current position, Zachary served as a Wealth Advisor at Egidio Assante Lennon Wealth Management, LLC, where he developed expertise in wealth management for high-net-worth individuals. He also brings coaching and leadership experience from his ongoing role as Assistant Wrestling Coach at Wesleyan University since 2019, which demonstrates strong mentoring and interpersonal abilities. His background gives him a wide perspective on strategic planning, paired with a strong client focus.

Zachary holds a bachelor's degree in Business Administration and Management with a concentration in Politics—American Government from Washington & Lee University. He is a CERTIFIED FINANCIAL PLANNER™ professional, which highlights his expertise in financial planning, investment strategies, and regulatory compliance. His commitment to professional excellence is reflected by his industry credentials and his dedication to serving the Connecticut community through tailored investment solutions.

Career History

OrganizationRoleDate RangeDetails
Connecticut Wealth Management, LLCAnalystJul 2022 to Present
Wesleyan UniversityAssistant Wrestling CoachNov 2019 to Present
Egidio Assante Lennon Wealth Management, LLCWealth AdvisorJul 2019 to Jun 2022
Morgan StanleyWealth Management InternJun 2018 to Aug 2018
Egidio Assante Wealth Management, LLCInternJun 2017 to Aug 2017

Education

Washington and Lee University

Bachelor's degree, Business Administration and Management, General and Politics - American Government

2015 2019

Southington High School

2011 2015

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
Benjamin Roy
Benjamin Roy
AnalystHartford, CT , United States
Showing 1-10 of 19 team members

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