Associate Member Directory

Our Associate Members are individuals who are attorneys, accountants, financial and estate planners, investment advisors and CLU insurance professionals who advise on philanthropic and financial planning in Connecticut. Associate Members may have their own business or work for a company that provides a full range of financial and philanthropic services.

Andrew Boone
Financial Advisor
UBS Financial Services, Inc.
New Haven

Lori M. Budnick
Partner
Blum Shapiro
Hartford

Carleton A. Cleveland, III
Vice President Investments
The Matthews-Cleveland Group, Merrill Lynch
Westport

Joseph F. Fortuna
Sr. VP and Sr. Institutional Consultant
The Aegis Group at MorganStanley SmithBarney
Hartford

David Hadden
Partner
Robinson & Cole
Hartford

Laurence N. Hale
Partner
Weiss & Hale Financial
Pomfret Center

Joseph Matthews
Senior Institutional Consultant
MorganStanley SmithBarney
Fairfield

Patricia McGowan
Partner
CohnReznick LLP
Farmington

John W. Rafal
President
Essex Financial Services, Inc.
Essex