Wooster Square Advisors, a New Haven-based investment management firm offering affluent families, business owners, and professionals a premium client experience with proven and sophisticated financial planning, has announced that industry veteran, Craig Platt, has joined the firm as Wealth Manager.
With more than 25 years of corporate leadership in logistics and manufacturing at Fortune 500 companies, as well as experience running his own consulting and restaurant business,
Platt brings a wealth of real-world knowledge to the firm. Most recently, he spent six years at Prudential, following a year at American Income, where he became one of the top Financial Planners in 2023 and 2024. Also in 2024, he earned his Certified Financial Planner (CFP®) designation, further solidifying his commitment to excellence.
“I’m delighted to be joining Wooster Square Partners and work alongside Brett Amendola and his exceptional team of advisors,” said Platt.
