JB

Joshua Brier

Chief Operating Officer

Connecticut Wealth Management, LLC

Boston, Massachusetts


Contact Information

Email
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LinkedIn

Company Information

Company
Connecticut Wealth Management, LLC
Industry
investment management
Employees
72.0
Seniority
C suite
Annual Revenue
17918000.0

Professional Summary

Joshua Brier serves as Chief Operating Officer at Connecticut Wealth Management, LLC. Connecticut Wealth Management, LLC operates in the investment management sector with approximately 72.0 employees. The company is headquartered in Boston, Massachusetts. Connecticut Wealth Management, LLC generates annual revenue of 17918000.0.

Industry & Role Insights

  • • MessageCEO tracks 1,660 executives in the investment management sector.
  • • 3,781 executive contacts are available in Massachusetts.
  • • Our database includes 201,464 c suite-level executives.

Technologies

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Keywords

financial planning asset management executive benefits business succession planning business owner planning risk management tax planning estate planning wealth management investment management exit planning charitable gift planning financial advisors holistic planning retirement planning fiduciary services tax strategy executive compensation personalized financial plan client-centric approach wealth protection stock options long-term care planning philanthropic planning insurance coverage retirement income income strategy investment strategies comprehensive financial services proactive financial management retirement goals regulatory compliance financial security financial independence financial goals investment risk assessment market analysis economic conditions client education continuous improvement wealth preservation portfolio management financial risk mitigation succession planning ownership transition business valuation family wealth management multi-generational wealth financial clarity customized solutions legacy planning community engagement financial success client relationship management law practice legal services financial services

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Outreach Guidance — investment management Sector

Executives like Joshua Brier in the investment management sector receive targeted outreach from sales teams, recruiters, and investors. To stand out, personalize your message with industry-specific context and a clear, specific value proposition relevant to their role at Connecticut Wealth Management, LLC.

Joshua Brier's Position in the MessageCEO Database

  • •Joshua Brier is 1 of 1 verified executive contact we track at Connecticut Wealth Management, LLC.
  • •1,639 verified executive contacts in investment management are in the MessageCEO database.
  • •3,577 verified executive contacts in Massachusetts are in the database.
  • •8 verified contacts work at investment management companies in the 72.0 employee range (same size as Connecticut Wealth Management, LLC).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated November 2026.

Frequently Asked Questions

How do I reach Joshua Brier directly?

Joshua Brier's verified email address is available to MessageCEO Pro subscribers. They currently serve as Chief Operating Officer at Connecticut Wealth Management, LLC. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Joshua Brier work for?

Joshua Brier is Chief Operating Officer at Connecticut Wealth Management, LLC, a company in the investment management sector with 72.0 employees. The company is based in Boston, Massachusetts.

Can I pitch or sell to Joshua Brier?

As Chief Operating Officer at Connecticut Wealth Management, LLC, Joshua Brier is a key decision-maker in the investment management sector. MessageCEO Pro gives you verified email to reach Joshua Brier directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Joshua Brier in?

Joshua Brier works in the investment management industry as Chief Operating Officer at Connecticut Wealth Management, LLC. MessageCEO provides verified contact information for executives across all major industries.

Is Joshua Brier's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Joshua Brier's profile is kept up-to-date with the latest available information.

Verified Profile
Last updated: November 6, 2026

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