Wallingford Resident Receives Hartford Business Journal’s 2021 “40 Under Forty” Honor
Connecticut Wealth Management, LLC (CTWM) is pleased to announce Kailee Ostroski, CFP®, Director of Operations, has been recognized with the “40 Under Forty” Award from the Hartford Business Journal. Ostroski is one of forty award winners selected annually with this prestigious recognition.
The Hartford Business Journal’s “40 Under Forty” award recognizes “an outstanding class of upcoming business leaders, who share a commitment to business success, personal growth, and community involvement.”
Kailee is a Certified Financial Planner™ (CFP®) practitioner and has been with the firm for five years. She has helped systemize efficient operations and oversees the day-to-day operations of the firm and is responsible for the continuing education and development of all CTWM team members. Additionally, she works with clients to develop a deep understanding of their goals, values, and needs, proactively developing relationships with clients to ensure they receive excellent service.
“We are thrilled that Kailee Ostroski has been recognized by the Hartford Business Journal this year,” said Kevin C. Leahy, President and CEO of CTWM. “She is the sixth CTWM team member to earn this award distinction, and we are extremely proud of Kailee as her continued commitment to growth both at work and in her personal life, provides a path for others to fulfill their passions as well as her own.”
Previous CTWM Hartford Business Journal “40 Under Forty” award winners include: Megan Trask, CFP®
Managing Advisor & Director of Investment Committee; Elizabeth DeBassio, CPA/PFS, Managing Advisor; Jarrett Solomon, CFP®, CIMA®, Partner; Denis Horrigan, CFP®, CEPA®, Partner & Co-founder; and Kevin Leahy, CPA, CFP®, President & CEO.
In addition to her responsibilities as Director of Operations at CTWM which seamlessly transitioned the firm’s operations to a fully remote workplace in 2020, Ostroski is committed to giving back to her local community. In the last year, she has volunteered at a Post University COVID-19 vaccination clinic, collected food and donations for a recent CTWM Food Drive for the Bridge Family Center, along with volunteering time at several other local charities including Habitat for Humanity, Hartford Youth Scholars, and the United Negro College Fund.
Ostroski added, “It’s an honor to receive the ‘40 Under Forty’ award and be recognized for doing what I love. I look forward to many more years of valued relationships with a wonderful group of clients, as well as watching the CTWM team develop personally and professionally. I am flattered to be among such an impressive list of winners, past and present, including five of my own colleagues.”
She is the Founder and President of the Backyard Theater Ensemble based in Cheshire, Conn., a collaboration of artists devoting their time, experience, and resources to produce theater that inspires, challenges, and entertains both performers and audiences. Ostroski is also a competitive ballroom dancer and has competed at the local, national, and international level.
Kailee is a graduate from the University of Connecticut in Storrs, Conn. with a Bachelor of Arts in History, Bachelor of Science in Secondary Social Studies Education and a Master of Arts in Curriculum and Instruction. Prior to joining Connecticut Wealth Management, she was a Social Studies Teacher at Simsbury High School in Simsbury, Conn and currently resides in Wallingford with her husband and son.
About Connecticut Wealth Management, LLC
Connecticut Wealth Management LLC is a registered investment advisor that believes in creating genuine partnerships, building trust and understanding with clients in order to provide unbiased financial planning and asset management to individuals across Connecticut and nationwide. Connecticut Wealth Management takes pride in employing an independent business model that aligns our interests with those of our clients, and engaging in a collaborative, team approach to create empowering wealth management strategies and solutions. For more information about Connecticut Wealth Management LLC., visit www.CTWealthMgmt.com.