75 HARTFORDBUSINESS.COM | AUGUST 23, 2021
Jesse Fable
Q: What is
your biggest
professional
accomplishment
since receiving this
award?
A
fter being
selected by
the Hartford
Business Journal
as one of their 40
under 40 honorees,
Forbes recognized
me on their Top
Next Generation
Advisor List for
the third year in a
row and earlier this
year, in 2021 Forbes
selected me on their
Best - In - State
Wealth Advisors
List.
Year Won: 2020
Current Title: Senior
Vice President -- Wealth
Management
Company: UBS Financial
Services Inc.
Current Age: 40
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Megan Trask
Year Won: 2020
Current Title: Managing
Advisor & Director of the
Investment Committee
Company: Connecticut
Wealth Management
Current Age: 33
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consistently exceed
expectations. We
are thrilled that
this prompts our
current clients to
refer friends and
family. I am proud
of the hard yet
rewarding work
that goes into
keeping our clients
happy but am
equally proud of the
eff orts I have led to
help manage that
growth so that our
clients continue to
have a wonderful
experience. We have
developed strategic
relationships with
top tier venture
capital and private
equity managers
this year to provide
access to these
asset classes for
our qualifying
clients. We also
implemented a
highly sophisticated
portfolio
management
software that
enables us to
individually
tailor our clients'
portfolios with
greater effi ciency
and provide more
robust reporting.
These two
initiatives highlight
our continued
commitment to
off ering a top tier
experience for
our clients and
teammates and I
have been thrilled
to be a part of them.
Q: What is your
biggest professional
accomplishment since
receiving this award?
O
ur fi rm has
experienced
tremendous
growth over the
last few years. We
set incredibly high
servicing standards and
have structured our
teams in a way that will
WHERE ARE THEY NOW?
