HTG Investment Advisors Inc

Jennifer Hunt is a CFP® and holds a Series 65 license with 19 years of industry experience. She has been with HTG Investment Advisors Inc. since 2005. HTG Investment Advisors serves individual investors, families—including high-net-worth individuals—and trusts with comprehensive wealth advisory services that integrate investment management and financial planning. The firm follows a discretionary, fee-only fiduciary model and emphasizes strategic asset allocation and broad diversification using pooled vehicles such as mutual funds, ETFs, and quantitative strategies.

Jeannie Rubsam is a financial advisor with HTG Investment Advisors Inc in New Canaan, CT. She holds a Series 65 credential and has one year of industry experience. Prior to joining HTG in 2021, she worked for Penguin Random House for nine years. HTG Investment Advisors serves individual investors, families—including high-net-worth individuals—and trusts with comprehensive wealth advisory services that combine investment management and financial planning. The firm manages client portfolios on a discretionary basis, emphasizing strategic asset allocation and broad diversification using mutual funds, ETFs, and quantitative strategies.

Shannon Vizza is a financial advisor at HTG Investment Advisors Inc in New Canaan, CT, holding Series 63 and Series 65 licenses with seven years of industry experience. Prior to joining HTG in 2018, she worked at Mackey and Guasco for one year and spent eleven years as a homemaker. HTG Investment Advisors serves individual investors, families—including high-net-worth clients—and trusts with comprehensive wealth advisory services that integrate investment management and financial planning. The firm employs a strategic asset allocation approach using mutual funds, ETFs, and quantitative strategies, managing approximately $969 million in client assets on a discretionary, fee-only basis.

Sonya Ziolkowski is a financial advisor at HTG Investment Advisors Inc with six years of industry experience. She has previously worked at Sanford C. Bernstein & Co., LLC and the New York Stem Cell Foundation. She holds Series 63 and Series 65 licenses. HTG Investment Advisors serves individual investors, families, and trusts with comprehensive wealth advisory services combining investment management and financial planning. The firm manages client portfolios on a discretionary basis, emphasizing strategic asset allocation and broad diversification using mutual funds, ETFs, and quantitative strategies.

Kerry Connell is a CFP® with 12 years of experience in financial advisory, currently practicing at HTG Investment Advisors Inc in New Canaan, CT. He holds the Series 65 designation and is part of a multi-advisor firm. HTG Investment Advisors provides comprehensive wealth advisory services to individual investors, families—including high-net-worth individuals—and trusts. The firm combines investment management with financial planning, employing strategic asset allocation and broad diversification through mutual funds, ETFs, and quantitative strategies.

Travis Hood is a financial advisor at HTG Investment Advisors Inc with a PFS™ designation. He has over 12 years of experience, previously working at Kahan, Steiger & Company, P.C. before joining HTG in 2025. HTG Investment Advisors serves individual investors, families, and trusts with comprehensive wealth advisory services that integrate investment management and financial planning. The firm emphasizes strategic asset allocation and broad diversification, managing client portfolios on a discretionary basis with a focus on pooled vehicles and quantitative strategies.

Joseph Donaldson is a financial advisor at HTG Investment Advisors Inc with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at McClain Value Management and Forsyth Capital LLC. HTG Investment Advisors serves individual investors, families, and trusts with comprehensive wealth advisory services that integrate investment management and financial planning. The firm emphasizes strategic asset allocation and broad diversification using pooled vehicles, and manages client portfolios on a discretionary, fee-only fiduciary basis.

Amy Sheinberg is a financial advisor at HTG Investment Advisors Inc with 18 years of industry experience. She holds a Series 65 designation and has been with HTG since 2005. HTG Investment Advisors serves individual investors, families—including high-net-worth individuals—and trusts with comprehensive wealth advisory services that combine investment management and financial planning. The firm manages client portfolios on a discretionary basis with an emphasis on strategic asset allocation and broad diversification using mutual funds, ETFs, and quantitative strategies.

Allison Donaldson is a CFP® professional with 11 years of experience in financial advising. She has been with HTG Investment Advisors Inc since 2013. The firm serves individual investors, families including high-net-worth individuals, and trusts by providing comprehensive wealth advisory services that integrate investment management and financial planning. HTG emphasizes strategic asset allocation and broad diversification, managing client portfolios primarily with pooled vehicles such as mutual funds and ETFs.

Bianca Schuman is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at HTG Investment Advisors, Inc. since 2021 and previously spent eight years with Morgan Stanley. HTG Investment Advisors serves individual investors, families including high-net-worth individuals, and trusts with comprehensive wealth advisory services combining investment management and financial planning. The firm operates as a fee-only fiduciary managing client portfolios on a discretionary basis, emphasizing strategic asset allocation and broad diversification using pooled vehicles and integrated financial planning.

Alexander Zaharoff is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at HTG Investment Advisors Inc since 2014. He is also an adjunct professor at NYU Stern School of Business, where he co-teaches an MBA elective on private banking and wealth management. HTG Investment Advisors serves individual investors, families, and trusts with comprehensive wealth advisory services that integrate investment management and financial planning. The firm emphasizes strategic asset allocation and broad diversification, managing client portfolios on a discretionary basis with a team of credentialed professionals.

Robin Sherwood is a CFP® professional with 31 years of industry experience. She has been with HTG Investment Advisors Inc. since 2005. Based in New Canaan, CT, she is part of a multi-advisor team at HTG. HTG Investment Advisors serves individual investors, families, and trusts with comprehensive wealth advisory services, combining investment management and financial planning. The firm emphasizes strategic asset allocation and broad diversification using mutual funds, ETFs, and quantitative strategies, managing approximately $969 million in assets on a discretionary, fee-only fiduciary basis.