Jarrett Franklin Solomon
Investment Committee Member at Connecticut Wealth Management LLC
Profile
Mr. Jarrett F.
Solomon is a Partner at Connecticut Wealth Management LLC.
He joined the firm in 2011 and was named Partner in 2017.
In addition to his role with clients, he also oversees all aspects of the client experience, including financial planning, client service, and the firm Investment Committee.
Mr. Solomon has more than 17 years of professional experience in the areas of financial planning, wealth management, and investment analysis.
He works with business owners, executives, physicians, and other individuals and families with complex financial needs.
Prior to joining the Connecticut Wealth Management team, he spent eight years at Convergent Wealth Advisors, a large Registered Investment Advisor in the Washington, D.C.
area.
He graduated magna cum laude from Amherst College with a degree in Economics.
Mr. Solomon is a Certified Financial Planner licensee and holds the Certified Investment Management Analyst (CIMA) designation, which is granted by the Investment Management Consultants Association in conjunction with the University of Pennsylvania’s Wharton School of Business.
Mr. Solomon has been a member of the Investment Management Consultants Association since 2007.
Jarrett Franklin Solomon active positions
| Companies | Position | Start |
|---|---|---|
Connecticut Wealth Management LLC
 Connecticut Wealth Management LLC Investment ManagersFinance Connecticut Wealth Management LLC (CTWM) is an independent, SEC-registered investment advisor headquartered in Farmington, Connecticut. The firm was founded by Kevin Leahy and Denis Horrigan in 2010. CTWM offers financial planning and investment advisory services to individuals, trusts, estates, non-profit organizations, business owners, businesses and executives in Connecticut and other states. | Investment Committee Member | 2010-12-31 |
Former positions of Jarrett Franklin Solomon
| Companies | Position | End |
|---|---|---|
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Corporate Officer/Principal | - |
Training of Jarrett Franklin Solomon
| Amherst College | Undergraduate Degree |
Experiences
Positions held
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Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 2 |
|---|---|
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
Connecticut Wealth Management LLC
Connecticut Wealth Management LLC Investment ManagersFinance Connecticut Wealth Management LLC (CTWM) is an independent, SEC-registered investment advisor headquartered in Farmington, Connecticut. The firm was founded by Kevin Leahy and Denis Horrigan in 2010. CTWM offers financial planning and investment advisory services to individuals, trusts, estates, non-profit organizations, business owners, businesses and executives in Connecticut and other states. | Finance |
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