New Haven, Connecticut-based investment management firm Wooster Square Advisors today announced that Kim Welch has joined the firm as a Wealth Manager.
“What drew me to Wooster Square Advisors was the perspective we share on how clients should be treated,” said Welch. “Every client is viewed as an individual, so each experience is unique and genuine. We meet them where they are. I also love the community we live, serve, and work in, and being engaged through the organizations we support.”
“Wooster continues to be recognized for providing institutional-level service and solutions to the high- and ultra-high-net-worth markets,” said Brett Amendola, Founding Partner and Wealth Manager at Wooster Square Advisors. “Kim’s background and focus in that space, along with her expertise in the nonprofit and trust arena, perfectly complements our highly skilled team. She fits us hand in glove. Kim thrives in a collaborative environment and has already gotten to know everyone at Wooster.”
