Our Team
Collectively, our team offers clients decades of experience across a wide range of financial service disciplines. Beyond their advanced degrees and stellar qualifications, everyone at Ciampi Wealth Management shares our mission to offer personalized guidance and service, and treat every client like family, putting their goals and needs first.
Our Team
Collectively, our team offers clients decades of experience across a wide range of financial service disciplines. Beyond their advanced degrees and stellar qualifications, everyone at Ciampi Wealth Management shares our mission to offer personalized guidance and service, and treat every client like family, putting their goals and needs first.
Don Ciampi Jr., AIF ®
WEALTH MANAGEMENT ADVISOR
Donald Ciampi, Jr. is dedicated to helping clients achieve financial confidence through personalized planning and experienced guidance. As a principal at Ciampi Wealth Management, he oversees wealth management services, including financial planning, investment management, retirement planning, and estate planning, while upholding the highest standards of integrity. An Accredited Investment Fiduciary® (AIF®), he holds Series 7 and 66 securities registrations, a life and health insurance license, and advanced business education credentials.
Don earned a Master of Business Administration from Rensselaer Polytechnic Institute and a Bachelor of Science from Fairfield University. He has attended continuing and advanced education programs at the University of Virginia, Darden School of Business, and the American College of Financial Services.
He is currently a Board Member of St. Paul Catholic High School and his previous Board affiliations include the Greater Waterbury United Way and Children’s Community School. He enjoys spending time with family, as well as hiking, skiing and traveling. Don resides in Cheshire with his wife, Ellen, and two children, Donald III and Catherine.
Please note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or systems issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.
Don Ciampi Jr., AIF ®
WEALTH MANAGEMENT ADVISOR
Donald Ciampi, Jr. is dedicated to helping clients achieve financial confidence through personalized planning and experienced guidance. As a principal at Ciampi Wealth Management, he oversees wealth management services, including financial planning, investment management, retirement planning, and estate planning, while upholding the highest standards of integrity. An Accredited Investment Fiduciary® (AIF®), he holds Series 7 and 66 securities registrations, a life and health insurance license, and advanced business education credentials.
Don earned a Master of Business Administration from Rensselaer Polytechnic Institute and a Bachelor of Science from Fairfield University. He has attended continuing and advanced education programs at the University of Virginia, Darden School of Business, and the American College of Financial Services.
He is currently a Board Member of St. Paul Catholic High School and his previous Board affiliations include the Greater Waterbury United Way and Children’s Community School.
He enjoys spending time with family, as well as hiking, skiing and traveling. Don resides in Cheshire with his wife, Ellen, and two children, Donald III and Catherine.
Please note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or systems issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.
Ellen Ciampi
Client communications and engagement
Ellen leads the firm’s external client communications and marketing strategy. She holds a Bachelor of Arts in Communication from Boston College and a Master of Business Administration from Sacred Heart University, along with a Nursing Home Administrator Certification from Quinnipiac University.
Ellen is actively involved in her community, serving on the Board of Trustees for Xavier High School and previously holding the same role at St. Bridget School. In her free time, she enjoys spending time with her husband and two children, as well as playing tennis, skiing, hiking, traveling, and teaching CCD. Ellen Ciampi is a Non-Registered Associated Person with Cetera Wealth Services, LLC.Ellen Ciampi
Client communications
and engagement
Ellen leads the firm’s external client communications and marketing strategy. She holds a Bachelor of Arts in Communication from Boston College and a Master of Business Administration from Sacred Heart University, along with a Nursing Home Administrator Certification from Quinnipiac University.
Ellen is actively involved in her community, serving on the Board of Trustees for Xavier High School and previously holding the same role at St. Bridget School.
In her free time, she enjoys spending time with her husband and two children, as well as playing tennis, skiing, hiking, traveling, and teaching CCD.
Ellen Ciampi is a Non-Registered Associated Person with Cetera Wealth Services, LLC.
Steven Fazo, CFA
Senior Investment Advisor
With over 35 years of experience in the financial services industry, Steve serves as trusted member of the Investment Team at Ciampi Wealth Management, Inc. where he advises on the research and design of tailored investment management and retirement strategies. Steve takes immense pride in fostering strong client relationships built on trust, expertise, integrity, and an unwavering commitment to acting in their best interests.
Steve holds a Master of Public and Private Management from Yale University and a Bachelor of Arts in Economics from Fairfield University. He is a Chartered Financial Analyst (CFA) and a member of the Hartford CFA Society. Additionally, he maintains Series 7 and Series 63 securities registrations. Throughout his career, Steve has gained extensive experience in investment research and portfolio management, having held positions at Goldman Sachs, United Technologies, State Street Research, and Hartford Steam Boiler.
In his free time, Steve enjoys reading, drawing, and playing guitar.
Steven Fazo is a Registered Representative of Cetera Wealth Services, LLC, member FINRA/SIPC.
Steven Fazo, CFA
Senior Investment Advisor
With over 35 years of experience in the financial services industry, Steve serves as trusted member of the Investment Team at Ciampi Wealth Management, Inc. where advises on the research and design of tailored investment management and retirement strategies. Steve takes immense pride in fostering strong client relationships built on trust, expertise, integrity, and an unwavering commitment to acting in their best interests.
Steve holds a Master of Public and Private Management from Yale University and a Bachelor of Arts in Economics from Fairfield University. He is a Chartered Financial Analyst (CFA) and a member of the Hartford CFA Society. Additionally, he maintains Series 7 and Series 63 securities registrations. Throughout his career, Steve has gained extensive experience in investment research and portfolio management, having held positions at Goldman Sachs, United Technologies, State Street Research, and Hartford Steam Boiler.
In his free time, Steve enjoys reading, drawing, and playing guitar.
Steven Fazo is a Registered Representative of Cetera Wealth Services, LLC, member FINRA/SIPC.
Jennifer Frioni
Director, client services
Jennifer serves as the Director of Client Services, a role she values for the opportunity to assist people and build meaningful, lasting relationships. She helps clients navigate the details and intricacies of their investment products and processes, fostering greater transparency and understanding. Jennifer is dedicated to creating an exceptional client experience through courteous, experienced, and timely service. With over 20 years of experience in Accounting and Wealth Management, Jennifer holds Series 6 and 63 securities registrations and earned a Bachelor of Science in Accounting from Southern Connecticut State University. Outside of work, Jennifer enjoys skiing, traveling, hiking, and spending quality time with her husband, two children—Jack and Kate—and their two dogs. Jennifer Frioni is a Registered Representative of Cetera Wealth Services, LLC, member FINRA/SIPC.
Jennifer Frioni
Director, client services
Jennifer serves as the Director of Client Services, a role she values for the opportunity to assist people and build meaningful, lasting relationships. She helps clients navigate the details and intricacies of their investment products and processes, fostering greater transparency and understanding. Jennifer is dedicated to creating an exceptional client experience through courteous, experienced, and timely service.
With over 20 years of experience in Accounting and Wealth Management, Jennifer holds Series 6 and 63 securities registrations and earned a Bachelor of Science in Accounting from Southern Connecticut State University.
Outside of work, Jennifer enjoys skiing, traveling, hiking, and spending quality time with her husband, two children—Jack and Kate—and their two dogs.
Jennifer Frioni is a Registered Representative of Cetera Wealth Services, LLC, member FINRA/SIPC.
Brandon Hartshorn
Client Services Specialist
Brandon combines his interest in financial markets with a commitment to building meaningful relationships and helping clients pursue their goals. As a Client Service Specialist, he supports the team while continuing to expand his industry knowledge and gain valuable experience. He is particularly interested in studying market movements and financial outlooks as he works toward his goal of becoming a wealth advisor.
Brandon graduated from Quinnipiac University with a Master of Business Administration, earning a 4.0 GPA. He also graduated Magna Cum Laude with a Bachelor of Science in Finance. Brandon enjoys spending his free time traveling, golfing and fishing.
Brandon Hartshorn is a Non-Registered Associated Person with Cetera Wealth Services, LLC.
Brandon Hartshorn
Client Services Specialist
Brandon combines his interest in financial markets with a commitment to building meaningful relationships and helping clients pursue their goals. As a Client Service Specialist, he supports the team while continuing to expand his industry knowledge and gain valuable experience. He is particularly interested in studying market movements and financial outlooks as he works toward his goal of becoming a wealth advisor.
Brandon graduated from Quinnipiac University with a Master of Business Administration, earning a 4.0 GPA. He also graduated Magna Cum Laude with a Bachelor of Science in Finance. Brandon enjoys spending his free time traveling, golfing and fishing.
Brandon Hartshorn is a Non-Registered Associated Person with Cetera Wealth Services, LLC.
Daniel Kopf
Financial Analyst
Daniel combines his passion for the art and science of financial markets with a commitment to helping clients achieve their goals. As a Financial Analyst, he supports the Investment Team by transforming investment and retirement data into valuable, actionable insights tailored to clients’ unique needs. He also utilizes advanced technology to create reports that enhance clients’ understanding of their portfolios. He graduated Magna Cum Laude from Quinnipiac University with a Master of Business Administration and Cum Laude with a Bachelor of Science in Finance. He holds Series 7 and 66 securities registrations. Daniel spends his free time with his wife, Kim, and their dog, Cookie. He also enjoys traveling, golf and coin collecting. Daniel Kopf is a Registered Representative of Cetera Wealth Services, LLC, member FINRA/SIPC.
Daniel Kopf
Financial Analyst
Daniel combines his passion for the art and science of financial markets with a commitment to helping clients achieve their goals. As a Financial Analyst, he supports the Investment Team by transforming investment and retirement data into valuable, actionable insights tailored to clients’ unique needs. He also utilizes advanced technology to create reports that enhance clients’ understanding of their portfolios.
He graduated Magna Cum Laude from Quinnipiac University with a Master of Business Administration and Cum Laude with a Bachelor of Science in Finance. He holds Series 7 and 66 securities registrations.
Daniel spends his free time with his wife, Kim, and their dog, Cookie. He also enjoys traveling, golf and coin collecting.
Daniel Kopf is a Registered Representative of Cetera Wealth Services, LLC, member FINRA/SIPC.
Tom Kushner
Chief Investment Officer
Tom serves as our Chief Investment Officer, helping our clients transform their financial resources into opportunities for secure and fulfilling lives. He strategically leads our investment strategies, policies, and portfolio management. Tom also develops and executes our investment plans and retirement plans, manages financial portfolios, and directs clients’ asset allocations in accordance with their goals, risk tolerance and time horizons. Tom finds real fulfillment in working directly with individual clients. Drawing on his decades in capital markets and his years in the classroom, he enjoys translating complex financial concepts into clear, actionable plans that help people feel confident about their financial futures.
Tom served as Dean and Assistant Professor of Finance at Endicott College’s Curtis L. Gerrish School of Business from 2022–2026. Prior to Endicott College, Tom spent more than 30 years in capital markets, finance, and banking; holding senior leadership and Managing Director roles at Wells Fargo Securities, UBS Securities, AIG Financial Products, and Chase Manhattan Bank. He also served as an Adjunct Professor of Finance at Iona College from 2019–2022.
Tom holds a B.S. in Finance from Fairfield University’s Dolan School of Business, an MBA from the University of Michigan’s Ross School of Business, and a Doctor of Business Administration in Finance from Sacred Heart University’s Welch College of Business. He held FINRA Series 7, 24, 63, and 79 licenses, is a FINRA Dispute Resolution Arbitrator, and is a member of the CFA Institute.
He serves on the Executive Committee and as Secretary of the Joe Torre Safe at Home Foundation, and as Treasurer of the Achievement Foundation (Junior Achievement). He previously served on Fairfield University’s Dolan School of Business Dean’s Advisory Board and the Junior Achievement of Southwest Connecticut Board and was managing partner of the Bridgeport Bluefish minor league baseball club.
Kushner and his wife, Stephanie, have three grown children.
Tom Kushner
Chief investment officer
Tom serves as our Chief Investment Officer, helping our clients transform their financial resources into opportunities for secure and fulfilling lives. He strategically leads our investment strategies, policies, and portfolio management. Tom also develops and executes our investment plans and retirement plans, manages financial portfolios, and directs clients’ asset allocations in accordance with their goals, risk tolerance and time horizons. Tom finds real fulfillment in working directly with individual clients. Drawing on his decades in capital markets and his years in the classroom, he enjoys translating complex financial concepts into clear, actionable plans that help people feel confident about their financial futures.
Tom served as Dean and Assistant Professor of Finance at Endicott College’s Curtis L. Gerrish School of Business from 2022–2026. Prior to Endicott College, Tom spent more than 30 years in capital markets, finance, and banking; holding senior leadership and Managing Director roles at Wells Fargo Securities, UBS Securities, AIG Financial Products, and Chase Manhattan Bank. He also served as an Adjunct Professor of Finance at Iona College from 2019–2022.
Tom holds a B.S. in Finance from Fairfield University’s Dolan School of Business, an MBA from the University of Michigan’s Ross School of Business, and a Doctor of Business Administration in Finance from Sacred Heart University’s Welch College of Business. He held FINRA Series 7, 24, 63, and 79 licenses, is a FINRA Dispute Resolution Arbitrator, and is a member of the CFA Institute.
He serves on the Executive Committee and as Secretary of the Joe Torre Safe at Home Foundation, and as Treasurer of the Achievement Foundation (Junior Achievement). He previously served on Fairfield University’s Dolan School of Business Dean’s Advisory Board and the Junior Achievement of Southwest Connecticut Board and was managing partner of the Bridgeport Bluefish minor league baseball club.
Kushner and his wife, Stephanie, have three grown children.