Who We Are
Neil S. Kenagy, CFA
(203) 438-5584
Kenyon College 1981, B.A. History
Has been in the investment management business since 1992 and founded Colchester in 2000. Previous experience included four years with UBS Asset Management, managing equity portfolios for large institutional clients, and four years with Dillon Read Investment Management, working with high-net-worth individuals. Neil is a Chartered Financial Analyst and member of the Stamford, CT Society of Security Analysts, and enjoys volunteering in the community of Ridgefield, CT.
Evan N. Kenagy, CFP®
Lafayette College 2016, B.A. History
Joined Colchester in 2018. Previously he worked at the Jericho Partnership. He has his Series 65 and is a CERTIFIED FINANCIAL PLANNER® Professional. Evan lives in Ridgefield, CT.
Sharon Cuartero
Sharon joined Colchester in 2023, and previously worked in several office manager positions. She is an accomplished photographer, and an avid volunteer for the Jericho Partnership and the American Red Cross.
Kathy A. Brady
In Memoriam 1964-2022
Client Centered
Whatever your objectives may be, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals has years of experience in financial services. We can help you address what matters most to you today and for many years to come. We look forward to working with you.