EBPC Hartford - People Directory

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UBS Financial Services

We work with a select group of families and businesses, helping them manage complexity and align their personal, business and financial objectives across multiple generations.

Sheridan Wealth Management

Sheridan Wealth Management is a full-service advisory firm that helps people bring all the pieces of their financial puzzle together into one holistic plan. We provide personalized financial planning through a process of understanding what’s most important to our clients in every aspect of their life, well beyond their wealth.

Commonwealth Financial / Wealth Planning Advisors

Ned is a trusted Financial Advisor with Commonwealth Financial Network for families and individuals with a process to develop a comprehensive wealth strategy so that clients can achieve and visualize their financial roadmap ahead. Ned develops a financial plan with the right investments that fits your life goals. Ned is a Fiduciary, who provides an ongoing level of care, relative to best interest (which is a point in time care standard).

Farnham, Jaclyn CAP

Jaclyn Farnham manages a multi-association management company.

She is the Executive Director of the The Estate and Business Planning Council of Hartford.

Fasi, David J. CFP®, CEPA®

David is a CERTIFIED FINANCIAL PLANNER™ professional with a proven 15 year track record in the financial services industry, building and delivering exceptional wealth management strategies to both corporate clients and individuals. Since joining Fasi Wealth Management in 2012, he has focused on working with a select group of families to manage complexity and align their personal, business and financial objectives across multiple generations.

His understanding of family and business dynamics, paired with his expertise as a Certified Exit Planning Advisor (CEPA®) offers an engaged client experience and favorable outcomes in the following areas:

- Personal financial and estate planning

- Asset allocation: liquidity, longevity, and legacy

- Business planning, including cash management and retirement plans

- Wealth transfer strategies, including business succession planning

To complement his industry experience, David serves on the Board of Directors for the Estate and Business Planning Council of Hartford (EBPC), an association of professionals who specialize in estate and financial planning for businesses and individuals. He also serves as the Programs Director for the CT Exit Planning Exchange (XPX), a community of advisors dedicated to providing services that create, manage and ultimately harvest value. David graduated cum laude with a bachelor's degree in Finance from Bentley University in Waltham, MA.

Outside of work, David enjoys staying active, including golf, skiing and squash. Within his community, David serves on the advisory boa

Fortune, Ruth R. Attorney

Attorney Ruth Fortune is a Connecticut estate planning attorney who helps her clients lay out plans that ensure their wishes are carried out and that their assets go to the right people at the right time. She also helps create carefully-designed Medicaid plans to protect assets from the high cost of long-term care.

Before joining the team at Czepiga Daly Pope & Perri, Ruth was a financial advisor with Merrill Lynch. In this role, Ruth worked with her clients to build comprehensive plans that would help them on their road to financial security.

Purtill, Sharon Holland JD, LLM

SHARON HOLLAND PURTILL received her Bachelor of Arts from Bucknell University in 1980, her Juris Doctorate from the University of Connecticut in 1983 and her LL.M. in Taxation from Boston University in 2012. Ms. Purtill is a member of the Firm’s Private Client Services group and counsels individuals and families on all aspects of business and succession planning, Limited Liability Companies, trusts, taxation, estate and trust administration, pre-nuptial agreements, conservatorships, estate planning, charitable giving, wealth preservation and asset protection planning.

Ms. Purtill is the Chair of the Estates and Probate section of the Hartford County Bar Association and a member of the Estate and Probate, Elder Law and Taxation sections of the Connecticut Bar Association. Ms. Purtill is a former member of the Connecticut Council on Probate Judicial Conduct and the Chairwoman of the Glastonbury Town Plan and Zoning Commission.

Staron, Lisa P Esq

As an attorney in the Firm’s Trusts and Estates Department, Lisa Staron’s practice includes estate, tax, and business succession planning, and estate and trust administration. Lisa also has significant experience representing fiduciaries and beneficiaries in complex trust and estates litigation, including will contests, trustee surcharge and removal litigation, contested accountings, contested conservatorships and guardian proceedings, and trust and will construction actions. In addition to her litigation practice, Lisa has considerable experience with alternative dispute resolution procedures, including mediation and arbitration. Lisa is a frequent speaker to local professional organizations and advisor groups. Lisa is a magna cum laude, Pi Sigma Alpha graduate of the University of Connecticut and received her law degree (tax concentration with honors) from Quinnipiac University School of Law.

Veneziano, Corey CPA, MSAT

As a tax partner, Corey has a wide range of experience in tax compliance, consulting and planning for privately held businesses and their owners. He has provided tax services to clients in a variety of industries, including manufacturing, distribution and retail (MDR) and professional services.

Corey is extensively involved with blum’s Dare to Lead Sophomore Leadership Program, working with students from various area colleges and universities on networking, teambuilding and leadership skills, as well as our firm’s Passport Program, designed to give young professionals the opportunity to meet with and discuss career development with high level employees. He is also strongly involved in the Partner Personnel Committee, which ensures equity across the firm regarding ratings, promotions and departures for employees.

Throughout his career, Corey has worked with closely held, family owned businesses and their owners. He treats every client with the same high priority, fielding questions and finding ways to provide value—such as introducing previously unconsidered tax incentives, or recognizing opportunities to minimize taxes through strategies and alternatives at both the federal and state level. In his efforts to meet and exceed expectations, Corey adapts himself to client styles in order to minimize distractions and allow owners to concentrate on their own responsibilities.

Prior to joining blum in 2013, Corey worked as a tax manager at CohnReznick, LLP.