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.
UBS Financial Services, Inc.
Lori M. Budnick
Carleton A. Cleveland, III
Vice President Investments
The Matthews-Cleveland Group, Merrill Lynch
Joseph F. Fortuna
Sr. VP and Sr. Institutional Consultant
The Aegis Group at MorganStanley SmithBarney
Robinson & Cole
Laurence N. Hale
Weiss & Hale Financial
Senior Institutional Consultant
John W. Rafal
Essex Financial Services, Inc.