Experience

Makes all the difference

We are here to provide quality strategies customized to your needs, and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service and client outcomes. You can rely on our personalized advice & solutions, and extensive wealth management experience to help you achieve your goals.

John Lelas

Tuesday, December 18, 2018, John Peter Lelas III of Guilford passed away at Yale New Haven Hospital. John exemplified what a professional Financial Advisor stands for – trusted, intelligent advice, community service and always having his client's best interest at heart. John had 30 years of experience in financial services, and recently celebrated his 10th year with UBS. John was the senior partner of [at the time] Century Wealth Management, leading the team of Amy Hollander, Tom Madigan, Rich Curtis, Yvonne Casquinha, Ed Flanigan, and Nick Moura. The guidance and professional example John set for his team, and all who have worked with him over the years, has established a legacy that will live on.

1 Century Tower
4th and 6th Floors, 265 Church Street
New Haven, CT 06510

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Edward Flanigan

Senior Vice President–Wealth Management

Financial Advisor

Edward is a Senior Vice President – Wealth Management and partner of Century Wealth Partners. Edward has been a financial advisor for over 30 years, all with UBS. He received his Wealth Advisor recognition from UBS in 2008. Edward works with high net worth professionals and business clients to establish comprehensive financial plans to meet their investment and estate planning goals. Edward earned his B.A. degree in Political Science from St. Leo University in 1973. Edward resides in Hamden, CT with his wife, Doreen.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Education

  • St. Leo University, B.A. in Political Science

Credentials

  • Wealth Advisor
1 Century Tower, 265 Church St
4th + 6th Floors
New Haven, CT 06510

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Michael Haggerty, CIMA

Senior Vice President–Wealth Management

Financial Advisor

Mike is a Senior Vice President – Wealth Management and a partner of Century Wealth Partners. Born and raised on Long Island by a working class family, he knows what it is like to do honest work and work hard for every dollar you earn. Having this background gives him the understanding of just how important our clients' savings are to them. He started his career in the restaurant business, owning an establishment on Long Island. From there he began his career in 1985 with investment firm PaineWebber.

Mike has seen a lot over the years; and the amount of knowledge and experience he has gained would be impossible to detail on a piece of paper, however, he likes to summarize it in just one word – ‘trust.’ Throughout his career he has seen the investment advice business change many times and has been able to adapt by sticking to his core discipline of building trust and doing right by our clients.

Mike enjoys spending his free time with his family; including his wife of thirty-five+ years and two children, on the golf course, and supporting the local restaurants along the Connecticut shoreline.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Credentials

  • Certified Investment Management Analyst®
1 Century Tower
4th and 6th Floors, 265 Church Street
New Haven, CT 06510

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Richard Curtis Jr.

Senior Vice President–Wealth Management

Financial Advisor

Rich is a Senior Vice President – Wealth Management and a partner of Century Wealth Partners. He has over 30 years of experience in the financial services industry and joined UBS in 2002. Rich received his Wealth Advisor designation with UBS in 2010. He assists in all assets of the financial planning process for the group's high net worth clients as well as the team's professional athletes and coaches. Rich received his undergraduate degree from Lehigh University with a B.A. in Economics, and his Executive MBA degree from the University of New Haven. Rich resides in North Haven, CT with his wife Katarina, daughter Karis and son Grant.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Education

  • Lehigh University, B.A. Economics
  • University of New Haven, Executive MBA degree

Credentials

  • Wealth Advisor
1 Century Tower
4th and 6th Floors, 265 Church Street
New Haven, CT 06510

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Thomas Madigan, CEPA

Senior Vice President–Wealth Management

Financial Advisor

Tom is a Senior Vice President – Wealth Management and partner of Century Wealth Partners. Tom has been a financial advisor for over 20 years and focuses on wealth management for high net worth individuals, including professional athletes and coaches. Tom helps with all aspects of the financial planning process for clients. Tom served as a board member and Chairman of the investment committee or Southern CT State University's Endowment from 2008 until 2016. Tom is a graduate of SCSU, holding a B.S. in Business Management. Tom earned his UBS Wealth Advisor designation in 2011. Tom resides in Guilford, CT with his wife Monica, sons Tommy III and Timmy, and stepdaughters Tatiana and Kayla.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Education

  • University of Connecticut's School of Business, B.S. Finance
  • Southern CT State University, B.S. Business Management

Credentials

  • Certified Exit Planning Advisor
  • Portfolio Manager
  • Wealth Advisor
1 Century Tower
4th and 6th Floors, 265 Church Street
New Haven, CT 06510

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Mike Haggerty Jr., CFP, CPWA, CEPA

Senior Vice President–Wealth Management

Financial Advisor

Mike is a Senior Vice President – Wealth Management and partner with Century Wealth Partners. Mike has been in the financial services business for over 10 years and focuses on helping business owners and retirees create and implement custom financial planning and investment strategies. Raised by a financial advisor and a school teacher, he learned from an early age the importance of being smart with your money and the rewarding feeling you get from helping others. He holds the CERTIFIED FINANCIAL PLANNERTM (CFP®), CERTIFIED PRIVATE WEALTH ADVISOR (CPWA®), and Certified Exit Planning (CEPA) designations, and earned his UBS Wealth Advisor designation in 2019.

Mike graduated Magna Cum Laude from Bentley University with a focus on economics, finance, and accounting. After working for a few years in Boston he now lives in Orange with his Wife, Kim, and two boys Landon and James. When he’s not working or with his family, Mike spends his time volunteering with the Ronald McDonald Foundation, and on the boards of the Foundation for New Haven County Bar and the Greater New Haven Chamber of Commerce. You can also find him coaching on Wednesday mornings at the local CrossFit gym, golfing, snowboarding, and supporting the local restaurants in the New Haven and New York City areas.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. 

The ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Bentley University, Economics, Finance, and Accounting

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Exit Planning Advisor
  • Wealth Advisor
1 Century Tower
4th and 6th Floors, 265 Church Street
New Haven, CT 06510

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Nicholas Paul Moura, CFP, AWMA

Account Vice President

Financial Advisor

Nick is an Account Vice President and partner of Century Wealth Partners. Nick grew up in Litchfield, CT and graduated from the University of Connecticut's School of Business with a B.S. in Finance. Nick has over 17 years of experience in the wealth management industry and joined Century Wealth Partners in October 2017. He is FINRA Series 7, 63, 65 licensed, as well as Health, Life & Annuity licensed. Nick is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Wealth Management Advisor SM (AWMA®). Nick helps the team build and deliver comprehensive financial plans and marshal wealth management resources. Nick lives in Newington, CT with his wife Violetta and their son Oliver.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Education

  • University of Connecticut's School of Business, B.S. Finance

Credentials

  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™
1 Century Tower
4th and 6th Floors, 265 Church Street
New Haven, CT 06510

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Bryant Shirreffs, CFP, AWMA

Financial Advisor

Bryant provides sophisticated wealth planning to multi-generational families, institutions, entrepreneurs, athletes and entertainers. He prides himself on his ability to listen to clients in an effort to truly understand their perspectives and objectives. Once clearly identified, he, along with his team and the resources and capabilities of UBS, develops disciplined wealth management processes and solutions tailored to clients’ specific needs.

Bryant is FINRA registered and holds his Series 7 and 66 securities licenses, life/accident/health and variable annuity license, and is a Corporate Stock Benefit Consultant. He is also is a CERTIFIED FINANCIAL PLANNER™ and holds the Accredited Wealth Management Advisor designation. He graduated with a bachelor’s degree in finance from the University of Connecticut, where he was a three-year starting quarterback for the football team. He continued his education at the University of Connecticut for graduate business school, earning his graduate degree in Financial Risk Management. Bryant currently resides with his son, Brayden, in Glastonbury, Connecticut. In addition to his active involvement in the community, Bryant’s hobbies include fishing, reading, golfing, boxing, and yoga.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IA
  • ID
  • MA
  • MD
  • ME
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • RI
  • TN
  • TX
  • VA
  • VT
  • WA

Education

  • University of Connecticut

Credentials

  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™
One State Street
Suite 1600
Hartford, CT 06103

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Amy Hollander

Senior Client Associate

Amy began her career in financial services with Prudential Securities (now Wachovia Securities) in 2000. Since then, she has been a member of Century Wealth Partners as an operational liaison. Amy is responsible for the ongoing maintenance of all aspects of account activity, including client relationships. Amy is a graduate of Central Connecticut State University. She enjoys photography and has traveled extensively with her husband Benjamin with whom she resides in Southington, CT.

Education

  • Central Connecticut State University
1 Century Tower
4th and 6th Floors, 265 Church Street
New Haven, CT 06510

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Yvonne Casquinha

Senior Client Associate

Yvonne began her career in the financial services industry in 1986 when she joined Tucker Anthony (now RBC DainRauscher). After working several years as an Operations Manager, Yvonne became a Client Service Associate in 2004 when she joined the firm Janney Montgomery Scott, LLC. Yvonne joined UBS Financial Services in June 2012. She handles all administrative duties and is fluent in Spanish.

1 Century Tower
4th and 6th Floors, 265 Church Street
New Haven, CT 06510

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Diane Gowisnock

Senior Client Associate

1 Century Tower
4th and 6th Floors, 265 Church Street
New Haven, CT 06510

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