Symmetry Partners

Brendan Mcelroy is a financial advisor at Symmetry Partners with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Morgan Stanley and Fidelity Investments. Before entering the financial sector, he worked at Twin River Casino and Sbarro. Symmetry Partners provides investment management through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base that includes charitable organizations, corporate plans, and individuals. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods across various product types.

Paul Bandurski is a CFP® with 25 years of industry experience. He is currently with Symmetry Partners, where he has worked since 2024. Prior to joining Symmetry Partners, he spent over a decade at Fidelity Investments and Fidelity Personal and Workplace Advisors. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base that includes charitable organizations, corporate and pension plans, and individuals. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods across various investment vehicles and offers retirement-plan management and OCIO services.

Brendan Kruh is a financial advisor at Symmetry Partners with eight years of experience, holding a Series 65 designation. His career includes multiple roles at Symmetry Partners and Central Connecticut State University, as well as a position at Barnum Financial Group. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base that includes charitable organizations, corporate and pension plans, and individuals. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods, offering systematic, asset-allocated portfolios across various investment vehicles.

Matthew Hamel is an investment professional at Symmetry Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Virtus Investment Partners and Vp Distributors Inc. Hamel serves as Executive Vice President of Sales and Distribution at Symmetry Partners. Symmetry Partners provides investment management through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base including charitable organizations, corporate and pension plans, and high-net-worth individuals. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods across various investment vehicles and emphasizes intermediary distribution and marketing support.

Brock Adams is a CFA® charterholder with six years of industry experience, currently serving at Symmetry Partners. He has held roles at MacroAlpha Capital, LLC, where he is CEO, and owns a 50% equity interest in Cairn Insurance Group, an independent insurance agency. His prior experience includes positions at Morgan Stanley and various financial services firms. Symmetry Partners provides investment management through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base including charitable organizations, corporate and pension plans, and individuals. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods across ETFs, mutual funds, and separately managed accounts.

Cole Connelly is a financial advisor at Symmetry Partners with five years of experience. He holds a Series 65 designation and has previously worked at UMASS Amherst, Wampanoag Country Club, Harry's Pizza, and Hall High School. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base that includes charitable organizations, corporate and pension plans, and individual investors. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods across various investment vehicles and strategies.

Gregory Trzaski is a financial advisor at Symmetry Partners with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Foreside Financial Services, LLC and Northern Lights Distributors, LLC. Trzaski also serves as Regional Director for RIA Services at Symmetry Partners. Symmetry Partners provides investment management through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base including charitable organizations, corporate and pension plans, and individuals. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and multi-factor methods across various investment vehicles.

Kristi Bartholomew is a financial advisor at Symmetry Partners with six years of industry experience. She holds a Series 65 designation and has worked at several firms, including BCJ Capital Management and IAMS Wealth Management. Outside of her advisory role, she owns Velo, LLC, which operates insurance and retirement plan administrative services. Symmetry Partners provides investment management through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base that includes charitable organizations, corporate and pension plans, and high-net-worth individuals. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods across various investment vehicles.

Christopher Codeanne is a financial advisor at Symmetry Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Figur8 Inc, ConcertAI LLC, and Oxford Performance Materials Inc. Since January 2024, he has served on the board of Strategikon Pharma Inc., a company providing SaaS-based clinical business operations solutions. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base including charitable organizations, corporate and pension plans, and high-net-worth individuals. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and multi-factor methods across ETFs, mutual funds, and separately managed accounts.

Rebecca Cioban is a CFA® charterholder with 16 years of experience in the investment management industry. She is currently with Symmetry Partners, where she has worked since 2007. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, along with retirement-plan management and OCIO services. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods, serving a diverse client base that includes charitable organizations, corporate and pension plans, and individuals.

Robert Hawke III is a financial advisor at Symmetry Partners with 13 years of industry experience. He holds a Series 65 designation and has worked at Symmetry Partners since 2019, following a seven-year tenure at Beaumont Financial Partners. Symmetry Partners provides investment management through model portfolios, pooled vehicles, and sub-advisory relationships, as well as retirement-plan management and OCIO services. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods, serving a diverse client base that includes charitable organizations, corporate and pension plans, and individual investors.

William Ritt is a financial advisor at Symmetry Partners with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Robert W. Baird & Co. for 12 years. Outside of his advisory role, he serves as a hockey coach and official. Symmetry Partners provides investment management through model portfolios, pooled vehicles, and sub-advisory relationships, serving a broad range of clients including charitable organizations, corporate and pension plans, and individuals. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods across various investment products.

Michael Storer is a financial advisor at Symmetry Partners with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Symmetry Partners since 2012, with prior roles at Northern Lights Distributors, LLC and Foreside Financial Services, LLC. In addition to advising clients, he serves as Senior Regional Director involved in business development and national account relationship management. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base including charitable organizations, corporate and pension plans, and individual investors. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods across ETFs, mutual funds, and separately managed accounts.

David Connelly Jr. is a financial advisor with Artura Wealth, LLC and holds a Series 63 designation. He has 28 years of industry experience, including over 30 years as CEO and manager of Symmetry Partners, LLC, an RIA where he leads strategic direction and oversees investment portfolios. Prior to joining Artura Wealth, he worked at Apella Capital, LLC. Artura Wealth, LLC is a newly registered investment adviser providing discretionary portfolio management primarily for pooled or institutional investment programs, as well as individuals and organizations. The firm employs model portfolios based on modern portfolio theory, tailoring allocations to clients’ risk tolerance, time horizon, and objectives.

Tyler Woodbrey is a CFP® with three years of industry experience, currently serving as a financial advisor at Symmetry Partners. His prior roles include positions at IAMS Wealth Management and B.O.S.S. Retirement Solutions. Woodbrey also works as an independent agent with Cairn Advisors, providing administrative services and education for MEP 401(k) plans. Symmetry Partners offers investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base that includes charitable organizations, corporate and pension plans, and high-net-worth individuals. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods across various investment vehicles and emphasizes intermediary distribution and marketing support.