Awards

Matthew Somberg, AIF®

  • 2017 and 2016 Named to the Financial Times 400 Top Financial Advisers List1

  • 2012–2016 Five Star Professional Wealth Manager2, Connecticut Magazine

  • 2015 Ranked #5 in REP. Magazine's "Top 50 Next Gen IBD Advisors" United States List3

  • 2014 Ranked #7 in REP. Magazine’s “Top Under 40 IBD Advisors” United States List4

  • 2011 Ranked #98 in Registered Rep. America's Top 100 Independent B/D Advisors5

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Daniel Heffernan

2014 - 2016 Five Star Professional Wealth Manager2, Connecticut Magazine    

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Joshua Gottfried, CFP®, AIF®

  • 2012–2016 Five Star Professional Wealth Manager2, Connecticut Magazine

  • 2015 Ranked #13 in REP. Magazine's "Top 50 Next Gen IBD Advisors" United States List3 
  • 2014 Ranked #32 in REP. Magazine’s “Top Under 40 IBD Advisors” United States List4

  • 2011 Ranked #100 in Registered Rep. America's Top 100 Independent B/D Advisors5
     

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Kathleen Erickson

2014 - 2016 Five Star Professional Wealth Manager2, Connecticut Magazine

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