JB

Joshua Brier

Chief Operating Officer

Connecticut Wealth Management, LLC

Boston, Massachusetts


Contact Information

Email
Unlock
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 1,661 executives in the investment management sector.
  • 3,781 executive contacts are available in Massachusetts.
  • Our database includes 201,469 c suite-level executives.

Technologies

Salesforce Cloudflare DNS Outlook DigitalOcean reCAPTCHA Vimeo Google Tag Manager Gravity Forms Google Dynamic Remarketing Shutterstock Mobile Friendly Google Analytics DoubleClick Conversion WordPress.org Nielsen Display Ads (Formerly eXelate) Bluekai Google AdWords Conversion DoubleClick Rubicon Project Linkedin Marketing Solutions Circle AI

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

Related Executives

EK
Ernestas Kazbaras Chief Executive Officer, Partner at 1 Asset Management
FB
Francois Barbier Managing Partner & CEO at 21 Invest
GP
Giuseppe Prestia Chief Executive Officer at 21 Invest
CS
Cory Shull Chief Technology Officer at 26North
MS
Manuel Seisdedos CEO at 360 Sports, Inc.

Frequently Asked Questions

How can I contact Joshua Brier?

Joshua Brier's verified email address is available on MessageCEO. They currently work at Connecticut Wealth Management, LLC. Pro subscribers can access direct email addresses for over 200,000 executives.

What company does Joshua Brier lead?

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.

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: April 11, 2026

Get Full Contact Details

Subscribe to reveal email addresses and export contacts.

View Plans