John Centopani, Client Relationship Executive

The Story

A recent graduate of Fairfield University, John brings fresh eyes and energy to his role. Whether entering insurance and investment applications, helping a client gather necessary information, or providing operational support to all advisors in the practice, John is an invaluable resource in ensuring the Heritage Team’s clients enjoy a first-class servicing experience.

When John isn’t in the office, you’ll find him spending time with his family or enjoying the outdoors—fishing, boating, or playing with his Rhodesian Ridgeback, Rex.

John resides in Trumbull, CT.