Awards

Matthew Somberg, AIF®

  • 2018 Named to Barron's list of America's Top 1,200 Financial Advisors, #15 of thirty six Wealth Advisors in Connecticut and #2 in the Greater Hartford area and #1 for Independents1  https://www.barrons.com/directory/matthew-somberg
  • 2018 Named to Forbes Best-In-State Wealth Advisors list, #12 Wealth Advisor in Connecticut and #3 in the Greater Hartford area2
  • 2017 and 2016 Named to the Financial Times 400 Top Financial Advisers List3

  • 2012–2017 Five Star Professional Wealth Manager4, Connecticut Magazine

  • 2015 Ranked #5 in REP. Magazine's "Top 50 Next Gen IBD Advisors" United States List5

  • 2014 Ranked #7 in REP. Magazine’s “Top Under 40 IBD Advisors” United States List6

  • 2011 Ranked #98 in Registered Rep. America's Top 100 Independent B/D Advisors7

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Daniel Heffernan

2014 - 2017 Five Star Professional Wealth Manager4, Connecticut Magazine    

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Joshua Gottfried, CFP®, AIF®

  • 2012–2017 Five Star Professional Wealth Manager4, Connecticut Magazine

  • 2015 Ranked #13 in REP. Magazine's "Top 50 Next Gen IBD Advisors" United States List5 
  • 2014 Ranked #32 in REP. Magazine’s “Top Under 40 IBD Advisors” United States List6

  • 2011 Ranked #100 in Registered Rep. America's Top 100 Independent B/D Advisors7
     

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Kathleen Erickson

2014 - 2017 Five Star Professional Wealth Manager4, Connecticut Magazine

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