APELLA WEALTH of WEST HARTFORD, CT is an SEC-registered investment adviser (CRD 171106). Regulatory assets under management: $11.1B.
Compensation: % of AUM, Other.
Clients served: Individuals, High net worth.
Showing 25 of 26 people.
| Name | Role | Location |
|---|---|---|
| Patrick Adam Sweeny | CHAIRMAN; MANAGER/CEO; MANAGER/MEMBER | Glastonbury, CT |
| Timothy Edward Richards | CCO | — |
| David Edward Connelly | MEMBER | — |
| James John Scanlan | PRESIDENT; PRESIDENT, CEO | — |
| Jason Maxwell Schuck | CFO | — |
| Meghan Jane Martin | COO | — |
| SIEGEL HARVEY | SENIOR FINANCIAL ADVISOR/MEMBER; SENIOR FINANCIAL ADVISOR/OWNER | — |
| RICHTER EDWARD STUART | SENIOR FINANCIAL ADVISOR/MEMBER; SENIOR FINANCIAL ADVISOR/OWNER | — |
| RICHARDS TIMOTHY EDWARD | CCO | — |
| CONNELLY DAVID EDWARD | MANAGER; MANAGER/MEMBER; PRINCIPAL/MEMBER | — |
| SWEENY PATRICK ADAM | MANAGER; MANAGER/MEMBER; MEMBER/CEO (+1 more) | — |
| MOONEY JOHN ALOYISUS | CCO | — |
| TERRANOVA ANN JENNIE | SENIOR FINANCIAL ADVISOR/MEMBER; SENIOR FINANCIAL ADVISOR/OWNER | — |
| ATHERTON SAMUEL MARK | REGIONAL DIRECTOR/MEMBER | — |
| MARTIN JAMES ROBERT | CO-PRESIDENT | — |
| SCANLAN JOHN | CO-PRESIDENT; PRESIDENT | — |
| MCDONALD DONALD ANDERSON | EDUCATION DIRECTOR/MEMBER; EDUCATION DIRECTOR/OWNER; OWNER | — |
| COCK THOMAS CHARLES | OWNER; REGIONAL DIRECTOR/MEMBER; REGIONAL DIRECTOR/OWNER | — |
| DRAKE TAYLOR EVAN | SENIOR FINANCIAL ADVISOR/MEMBER; SENIOR FINANCIAL ADVISOR/OWNER | — |
| BACON DIANA LYNN | SENIOR FINANCIAL ADVISOR/MEMBER; SENIOR FINANCIAL ADVISOR/OWNER | — |
| PACE JOSHUA ADAM | CEO | — |
| EWART MITCHELL JON | FINANCIAL ADVISOR/MEMBER; FINANCIAL ADVISOR/OWNER; OWNER | — |
| CALANDRA PHILLIP ARNOLD | SENIOR FINANCIAL ADVISOR/MEMBER; SENIOR FINANCIAL ADVISOR/OWNER | — |
| CARLSON LAURA | TAX MANAGER/MEMBER | — |
| NEMETZ STACIE RENAE | SENIOR FINANCIAL ADVISOR/MEMBER | — |