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HTG Investment Advisors recruits senior investment advisor


HTG Investment Advisors has named Valerie H Connolly, CFA (pictured), as Senior Investment Advisor. With over 25 years of experience in the financial services industry, 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," says Jeanne Gnuse, HTG’s co-founder and executive vice president.

Prior to Connolly’s appointment at HTG she gained a wealth of experience in various portfolio management positions at Krauss Whiting, US 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.

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