Jordan Marino
Connecticut Capital Management Group, LLC
Milford, Connecticut
Contact
How to contact
Call / Text: 203-535-8462
Professional Profile
Call Me When
A client is preparing for a liquidity event and wants to bring intentionality and purpose to their wealth
Professions
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Investments
Risk management
Business Focus
Wealth Management -- Financial Planning and Asset Management
Professional Certification
CFA, CAIA
Client Industries
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Wholesale/Distribution
Chapter information
Membership
Connecticut Emerging Professional
Member since
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