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Connecticut Investment Management, Inc.

P.O. Box 990
Essex, Connecticut 06426
United States
 
Contact :      Robin Wernicke
Phone :       (860) 767-9555
Fax :             (860) 767-9556
Email :         gerald.long@ctinvestment.com
Web :           http://www.ctinvestment.com

Connecticut Investment Management, Inc. Information

Type of organization : C Corporation
Total Assets Managed ($Mil) : $181
Tax-Exempt Managed ($Mil) : $79
Taxable Assets Managed ($Mil) : $102
Year Founded : 1970
Wrap Programs Offered? : Yes
# of Accounts Managed : 221
In-House Research : 10 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands
Morgan Stanley   $250000
Wachovia   $250000
AG Edwards   $250000
SB Citigroup   $250000
Janney Montgomery Scott   $250000
UBS   $250000

Connecticut Investment Management, Inc. History

Connecticut Investment Management was founded in 1970 as an independent RIA that serves over 130 clients in 20 states and manages in excess of $180 million on a fully discretionary basis. A merger occurred between Connecticut Investment Management and NewAlliance Investments, Inc., a wholly-owned subsidiary of NewAlliance Bank, N.A., an NYSE listed company (NAL), in March 2007. CIM's orientation is in the large cap range of $7 billion and up, viewing itself as a large cap growth manager. The firm's home office in Essex, Connecticut offers investment management services in both equity plus cash accounts and balanced accounts.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
173
$88.6
 
Limited Partnership :
5
$20.5
 
Foundations :
12
$7.5
ERISA :
16
$26.5
Unions, Taft-Hartley :
0
$0
Public :
2
$30.1
Others :
4
$7.8
Total # of Professional : 2 Analysts : 0
Portfolio Managers : 2 Traders : 0
Client Service : 1 Operation : 2

Connecticut Investment Management, Inc. Personnel

Mr.  Gerald Long

Portfolio Manager
Tel : (860) 767-9555
Email: gerald.long@ctinvestment.com
First VP & CIO. Responsible for investment research and client account management. Experienced bank trust and investment officer with Shawmut Bank N.A. and Lafayette Bank and Trust. Bachelor's Degree, Syracuse University. MBA Degree, University of Bridgeport. CFA Candidate, Level II.

Ms.  Robin Wernicke

Client Contact
Tel : 860-293-4172
Email: robin.wernicke@ctinvestment.com
Former investment executive with Security Pacific Brokers and Fidelity Investments. Administrative Manager - PaineWebber, New Haven Complex. NASD Exams Series 7, 3,63, 65, 8

Ms.  Nell McGriff

Executive Assistant
Tel : 860-767-9555
Email: nell@ctinvestment.com
Ms. Mcgriff attended UMass at Amherst and graduated from SCSU with a BS. Ms. McGriff joined CIM in March 2001 as Administrative Manager.

Mrs.  Shannon Benedetto

Executive Assistant
Tel : 860-767-9555
Email: shannon@ctinvestment.com
Mrs. Benedetto graduated from Radford University with a BS. She was previously with Essex Credit Corp as a finance representative. Mrs. Benedetto is responsible for firm finances, trading and client services.

Mr.  Robert Minatti

Portfolio Manager
Tel : 860-767-9555
Email: bminatti@ctinvestment.com
Mr. Minatti has 20 years of investment management and analysis experience. He was an experienced investment analyst with 16 years at Wright Investors Service prior to joining CIM. He received his BS in Finance from Northeastern University and is Series 65 licensed.

Connecticut Investment Management, Inc. Product Name

Report Created: January,25 2020.  Copyright Money Manager Review , All rights Reserved.
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