NEW CANAAN, Conn., June 7, 2011 (GLOBE NEWSWIRE) -- HTG Investment Advisors, an independent Registered Investment Advisor firm headquartered in New Canaan, CT, has named Valerie H. Connolly, CFA, as Senior Investment Advisor. With over 25 years of experience in the financial services industry, Ms. Connolly will bring a wealth of knowledge and valuable expertise in such financial disciplines as retirement planning, wealth transfer strategies and education funding, as well as investment management services.
"We are excited to have Ms. Connolly join our team. Her experience and skill set will perfectly complement the myriad of specialties our senior financial professionals currently provide to our clients. We are confident in Valerie's ability to design and implement strategic investment portfolios – we are all the more impressed that she shares in our belief to provide each client with the highest level of client service," said Ms. Jeanne Gnuse, HTG's co-founder and executive vice president.
"I'm looking forward to joining a firm that has an outstanding reputation for truly helping individuals shape their financial future and realize their lifelong goals. HTG's philanthropic spirit paired with its dynamic culture will make for a smooth transition," Ms. Connolly said.
Prior to Ms. Connolly's role at HTG she gained a wealth of experience in various portfolio management positions at Krauss Whiting, U.S. Trust, and Fleet Investment Advisors. She is a CFA charterholder. The Chartered Financial Analyst® designation is widely regarded for its rigorous focus on comprehensive investment knowledge, analytical skill and ethical standards.
Ms. Connolly is committed to numerous civic and professional organizations including the New Canaan Chapter of the American Association of University Women and the Estate Planning Council of Lower Fairfield County. Additionally, she is a member of the New York Society of Security Analysts (NYSSA) and the Stamford CFA Society, where she is also a board member and past president.
Ms. Connolly received her MBA from the University of Chicago's Graduate School of Business and is a graduate of Wellesley College with majors in economics and psychology. Ms. Connolly can be reached at Valerie@htgadvisors.com or 800-810-1119.
About HTG Investment Advisors:
HTG Investment Advisors is an independent investment advisory firm devoted to the individual investor. Founded in 1993, HTG is a fee-only, Registered Investment Advisor, and operates under the regulations of the Securities and Exchange Commission (SEC). HTG serves over 100 families and manages over $300 million in assets. HTG's mission is to help individuals and families achieve their financial goals by providing expert investment counsel and management supported by an array of financial planning services. To learn more, please visit us at www.htginvestmentadvisors.com .
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