About Us | Our Team
With over 50 years of financial industry experience, CT Financial Partners was founded with a mission to provide the best possible financial advice. We pride ourselves on our ability to offer guidance on more than investments and insurance. We are comprehensive wealth consultants, focusing on everything from coordinating and managing your retirement income to estate planning. Our client-first philosophy dictates that we develop a customized plan designed to pursue your objectives. Using a team approach that grows out of strategic affiliations with legal and tax professionals, we seek to make your financial goals a reality. Our relationship with Commonwealth Financial Network®, one of the most respected independent broker/dealers in the nation, gives us invaluable back office support.
Joseph T. Covill, AIF®, CRPC®
Managing Partner | Accredited Investment Fiduciary®
Joe’s philosophy about financial planning is whole-hearted. He prides himself on helping clients attain their financial dreams and goals while hopefully becoming a valued asset to their family. The greatest part of Joe’s work day is talking to clients one-to-one.
Joe’s role at CT Financial Partners involves not only working with clients but also managing the day to day operations of the office as well as working with other members of the team on research and development of portfolios and financial plans.
In 2018 Forbes Magazine named Joe to its list of “Next Generation Wealth Advisors”*. Over 23,000 advisors in the country were nominated for the award. The list comprises 1,000 advisors in the country with Joe ranked #460. Within the state of Connecticut Joe was ranked #6 overall and was the #1 independent advisor on the list.
While at Ameriprise Financial, Joe won numerous awards for client service, including the 2004 and 2005 President’s Recognition Award for quality of advice, the Family and Financial Security Award, and the 2005 Hartford office Outstanding Advisor Award. Joe was also a 13-time winner of the Northeast Market Group Outstanding Advisor Award. In addition, he is very committed to furthering his knowledge and education in his field and has obtained the designation of Chartered Retirement Planning Counselor™ from the College for Financial Planning.
He also has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
Joe enjoys personal challenges as well as professional. He has found time to train for and complete two marathons and enjoys playing organized softball and basketball. To the dismay of his wife, he also loves the challenge of golf. Joe is a very active person with a proclivity toward healthful living. Joe and his wife have two young daughters who are the light and life of their family. They are the reason he is so adamant about helping clients attain their goals.
Robert E. Tubridy Jr., CFP®, MBA, ChFC®
Partner | Financial Advisor
As a CERTIFIED FINANCIAL PLANNER© practitioner with 16 years of experience, Bob provides comprehensive financial planning guidance and is committed to the highest standards of ethical conduct. He specializes in creating individually tailored retirement income plans by analyzing investment allocations, maximizing pension and Social Security benefits, and mitigating overall risk throughout retirement. Underscoring everything he does is a deep commitment to providing quality service and support throughout the relationship.
Bob received his Bachelor of Science in Finance from Providence College in 1990, and his M.B.A. from Rensselaer Polytechnic Institute in 2000. In 2007 Bob received his Certified Financial Planner (CFP®) designation, and his Chartered Financial Consultant (ChFC®) from the American College. He holds his series 7,24,51, and 66 Securities licenses. Bob is a registered representative of Commonwealth Financial Network® (CFN), member FINRA/SIPC, an independent broker/dealer with a national network of more than 1,500 financial professionals. CFN has been recognized ten times as the Broker/Dealer of the Year by Investment Advisor Magazine.
Bob was the 2008 YMCA Greater Hartford Volunteer of the Year. He ran the YMCA’s annual Strong Kids Campaign at the Farmington Valley YMCA. He currently serves on the Board of Directors for the Downtown Hartford YMCA.
Currently he serves as the President of “Friends of East Granby Baseball” a Section 501(c)(3) Non-profit dedicated to raising money in support of the East Granby High School Baseball team.
Bob enjoys traveling, and watching his son Jack, and Daughter Abby play High School sports.
Michael Bartolotta Jr., CFP®, AIF®
Partner | Accredited Investment Fiduciary®
Before beginning his career as a financial advisor, Mike spent over 7 years in research and development in aerospace and defense with Ensign Bickford. His area of focus was the development and testing of explosive systems for the military and Department of Energy. With no room for error, it took a precise set of skills and attention to detail to ensure his safety as well as the safety of his colleagues and customers.
For over 10 years Mike has been applying that same attention to detail to help his clients plan for and achieve their most important financial goals and dreams. Mike is a registered representative of Commonwealth Financial Network® (CFN), member FINRA/SIPC, an independent broker/dealer with a national network of more than 1,700 financial professionals. CFN has been recognized ten times as the Broker/Dealer of the Year by Investment Advisor Magazine.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, he focuses on comprehensive financial planning to ensure that each recommendation is tailor made to suit their unique situation. Mike believes that every advisor-client relationship must have a strong foundation of trust. He was awarded the Accredited Investment Fiduciary® (AIF®) designation, reflecting his knowledge of fiduciary responsibility and ability to implement policies and procedures that meet a defined standard of care.
Mike’s areas of concentration are retirement and investment planning, insurance analysis, as well as education planning. He prides himself on handling every client with the highest level of expertise and care through every stage of life. He has also built client relationships serving multiple generations of families.
Born and raised in Connecticut, Mike resides in Farmington. He graduated magna cum laude, earning his Bachelor of Science in Business Management from Albertus Magnus College. Mike currently serves as the treasurer of the Cheshire Exchange Club. He is an avid golfer and also plays competitive baseball in tournaments all across the country.
Kristen Kania, CFP®, CRPC®, APMA®, AIF®
Kristen’s dedication to providing high quality objective advice to her clients led her to join CT Financial Partners in 2018 after spending 12 years at Ameriprise Financial. A native of CT, Kristen earned her BA in Economics from Sonoma State University in California in 2005. Her commitment to maintaining the highest level of knowledge and standards of ethical conduct in the field has been demonstrated by her obtaining the CERTIFIED FINANCIAL PLANNINGTM (CFP®) professional designation as well as earning the Accredited Portfolio Management Advisor, (APMA®) and Chartered Retirement Planning Counselor (CRPC®) designations through the College for Financial Planning.
Kristen has a true passion for working with clients to achieve their financial goals through comprehensive financial planning. She prides herself on the long term relationships she has with her clients and providing exceptional service and advice.
Kristen is also passionate about service work in her community and has been involved as a Board member and volunteer with AHM Youth and Family Services since 2007 as well as the American Cancer Society as a volunteer in their Road to Recovery program since 2009. In addition she is an avid skier and golfer as well as enjoys hiking and practicing yoga.
While clients meet with advisors one on one, Lisa is the one that makes sure things go smoothly. Having been with the firm for over 6 years, she is the smiling face that clients see when they first come to the office. Her role includes but does not totally encompass, managing the processing of all business changes, coordinating schedules and working with the financial institutions we work with to process changes for clients. Lisa is an essential member of the team making sure the client experience is a great one.
Lisa, her husband, and their daughter reside in Manchester. In her free time Lisa enjoys spending time outdoors with her family.
Brittany B. Covill
Brittany works behind the scenes to ensure smooth operations of our workflow, HR, financials, technology, infrastructure and vendor relations.
Melissa comes to CT Financial Partners with 16 years of banking experience in small and mid-sized banks. She began her career in Western Massachusetts before moving to CT in 1999. She managed offices in Hartford, West Hartford, Rocky Hill and Portland, spending much of her time in business development, assisting small business owners with their lending and retail banking needs.
While pursuing her career in banking, Melissa also fed her passion for holistic wellness. She is a graduate of the Connecticut Center for Massage Therapy and has a Bachelor of Science in Psychology from Charter Oak State College. After the birth of her second child, Melissa took a hiatus from banking and started her own wellness practice, providing wellness seminars and services through senior living communities to promote physical and emotional well-being for senior citizens.
Community service is another important aspect of Melissa’s life. She has spent countless hours volunteering, serving on boards and committees, and providing financial education seminars at organizations including Mercy Housing and Shelter Corp, Business for Downtown Hartford, the Rocky Hill Chamber of Commerce, the YWCA of Greater Hartford, and schools in Greater Hartford. She is currently serving as the chair of the School Governance Council for Breakthrough Magnet School South in Hartford.
Melissa lives with her husband and two children in Newington. She enjoys hiking, gardening and travelling. She understands that every client’s needs and expectations are as unique as they are, and she looks forward to getting to know them each well in order to provide the best possible experience with CT Financial Partners.
*The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors(1) recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. Click [ here] for the full methodology(2) that Forbes developed in partnership with SHOOK Research.
1) This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you.
(2) Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings