We Welcome Two New Employees
Egidio Assante Wealth Management welcomes two new Administrative Assistants to our team, David Orosz and Kerry Mudry. With a strong commitment to outstanding client service, David and Kerry will be pivotal as we grow to ensure that excellence in client relationships remains our highest priority.
New EAWM employees, David Orosz and Kerry Mudry.
The Egidio Team attended the Commonwealth National Convention, the largest educational program of the year. This year’s conference took place in San Diego on October 11th through the 14th, and featured thought-provoking keynote speakers, presentations from industry partners, and the most in-depth comprehensive educational sessions. Our advisors gained inspiration, education and connections that will help to continually add new skills and perspectives.
Brittany Feller, Joanne Daley and Kaitlyn Creem attended the Commonwealth Advanced Topics Symposium in Boston, Massachusetts.
Congratulations to Mark and Jen's daughter Julianna !
Julianna graduated Daniel Hand High School on June 19th. She will be continuing her education at Emerson College in Boston, studying Theatre and Performing Arts. Julianna recently found her passion for singing and has performed in numerous school and town productions. Her latest performance was a musical tribute to salute America's Heroes which took place at the East Haven Fireworks and Beach Party.
Marc Lennon completed not only a half marathon with his wife Emily on May 13th but also a full marathon the very next day, May 14th. Both races took place at the Shipyard Marathon in Kennebunkport, Maine. His EAWM family is so proud of his determination and accomplishments.
November 2-6, 2016
The Egidio Assante team recently attended the Commonwealth National Conference in Austin, Texas.
With the theme this year being “Silver Linings ~ Transforming Obstacles into Opportunities,” the entire team explored ways to turn our individual and collective strengths into advantages and opportunities.
The conference, with its many diverse speakers and educational sessions, provided an exciting, thought-provoking, and inspiring experience. An experience we can reflect on throughout the year to continually provide our clients with the best service possible.
Along with receiving all that Austin has to offer in culture, music, and food, our team was able to participate in a wonderful giving back event for a local Austin food bank.
Thank you to Commonwealth for putting on an incredible event; looking forward to San Diego next year.
October 8, 2016
Please join us in congratulating our very own Marc Lennon, who qualified for the Boston Marathon this past weekend! Marc ran a time of 3 hours 1 minute and 23 seconds. He placed 69th out of 1,821 runners at the Eversource Hartford Marathon. We could not be more proud of Marc for his hard work and dedication that allowed him to reach this incredible goal!
September 26, 2016
We are excited to announce the arrival of Ben Michael Wheeler, grandson of Mike Wheeler.
Congratulations to the first-time grandfather and his family!
June 10, 2016
Congratulations to Dante Egidio!
Dante graduated from Daniel Hand High School in Madison and will be continuing his education at UConn School of Business in Storrs.