President and CEO
President and Chief Executive Officer Kenneth R. Russell, Jr. draws on nearly four decades of professional experience in financial and investment management to dynamically lead Grey Ledge Advisors’ team of passionate professionals. Throughout his career, he has provided entrepreneurs and investment clients advice in investment and asset allocation strategy, estate planning, and pre- and post-sale transaction planning.
Ken is fiercely devoted to the Fiduciary Standard rule, which ensures that all Grey Ledge clients have confidence that their advisors act prudently and will always put the client’s best interest first. Through Ken’s devotion and leadership, the Grey Ledge team is squarely focused on providing customized investment solutions and wealth management advice that assists clients in navigating both the joyful and challenging transitions in their financial lives.
Ken is a longtime resident of Wallingford, and when not at the office, he can be found enjoying the outdoors and the Connecticut shoreline — boating and fishing in Long Island Sound, or just enjoying his summer home in Old Lyme. Ken also enjoys hitting the links, but believes his golf game “is designed to make others feel better about theirs.”
Ken is a graduate of Rutgers College with a Bachelor of Arts degree in Economics, and holds an M.B.A. in Finance from New York University’s Leonard Stern School of Business. He is active in many charitable causes and is currently on the Board of Directors of LEAP in New Haven.
Prior to joining Grey Ledge Advisors, Ken was a Managing Director and Market Director for US Trust (Bank of America Private Bank) in New Haven. Other previous positions include President of the New England region for GenSpring Family Offices, a multi-family office providing investment and tax advice to ultra-high net worth families, and Managing Director at J.P. Morgan Chase Private Bank.
Senior Vice President
Senior Vice President Scott Albraccio joined Grey Ledge Advisors in January 2021 through the merger with CTMA, bringing his more than 30 years of experience in the credit union and insurance industries to the team.
In his role, Scott works extensively with the principals of closely held businesses to advise them on the creation of, and management of, executive benefit plans and retirement funding solutions. He has a unique ability to help clients bring something that may be 30 years down the road into their current perspective. Scott’s goal, in any conversation, is to have people walk away armed with more information than they started with and help them apply that knowledge to the advancement of their financial goals.
A father of three, Scott was heavily involved in youth sports in his community. He has been a youth hockey coach and served as Vice President of the Wallingford Hawks Youth Hockey Program. He is also an avid outdoorsman.
Scott attended Quinnipiac University where he studied Marketing and Business Management. Prior to working for Grey Ledge and CTMA, he was employed by CUNA Mutual Group for nearly 20 years — as Sales Manager, and as Business Development and Marketing Manager.
“You miss 100% of the shots you don’t take” — Wayne Gretzky
Senior Vice President
Chief Investment Strategist
Senior Vice President and Chief Investment Strategist Brant Walker joined Grey Ledge Advisors in 2012 bringing with him decades of big bank experience paired with small-town community values.
With nearly 40 years of experience as an investment management professional, Brant has developed a knack for constructing well-diversified portfolios focused on high-quality value investments. While many firms outsource their portfolio management and construction, Brant believes that client interests are best served by an experienced team of in-house resources and intellectual capital.
Outside of work, you might find Brant in the garage under the hood of a project car — he wishes he still owned his 1970 Buick Gran Sport convertible. He also loves spending time with his family. Brant is passionate about working with and giving back to the community — often cooking and preparing meals for members of his church community.
Born and raised in Indiana, Brant is a 1983 graduate of Purdue University where he earned his Bachelor of Science degree in Business Management. Prior to joining Grey Ledge Advisors, Brant spent much of his career in the trust department at Connecticut National Bank followed by an 11-year stint at U.S. Trust Company where he managed assets in excess of $500 million, including relationships as large as $30 million.
“Be nice to everybody, all of the time. It doesn’t cost you anything.”
Director – Client Experience
Director of Client Experience Kerry McConville joined Grey Ledge Advisors in January 2021 through the merger with CTMA, where she had worked for the five previous years — most recently as Director of Operations.
Kerry is responsible for ensuring her team, while working closely with the advisors, delivers the best possible, positive client experience across all touchpoints of the client journey. She utilizes her strong problem solving and analytical skills to provide solutions to complex client requests and provides development and oversight of the firm’s various client facing and operational work-flow processes.
Away from work, Kerry enjoys skiing in the winter – making an annual pilgrimage to Colorado — and her summers golfing and relaxing at the beach. She enjoys spending time with her husband and four adult sons. Kerry is an avid reader and has a passion for helping children learn to read.
“Do not go where the path may lead, go instead where there is no path and leave a trail.”– Ralph Waldo Emerson
Wealth Management Advisor
Vice President and Wealth Management Advisor Anthony Morgillo joined Grey Ledge Advisors in 2020, bringing his 30 years of experience in the financial services industry to our team.
A Certified Financial Planner (CFP®), Anthony has a duty to place his clients’ interests first when recommending solutions to help them reach their important financial goals. He also understands the importance of asking a lot of questions — the answers to which help him get to know his clients and understand their most important life priorities. This allows him to create a customized plan tailored to each client’s specific needs. Many of Anthony’s clients are at or nearing retirement, and he takes pride in being able to offer them the peace of mind that comes with their vision of a fulfilling retirement.
Outside of work, Anthony loves to cook (he makes a top-notch Sunday sauce), and he considers it a great way to spend quality time with his two children. Attributing his culinary skills to his grandmother, Anthony believes it’s important to keep the family’s traditions alive. Anthony is also passionate about fitness and nutrition and loves to travel — with a trip to Italy next on his list.
Anthony graduated from Southern Connecticut State University — where he also played for the baseball team — and earned his Bachelor of Arts degree in Mathematics. Prior to joining Grey Ledge, he worked for both small and large firms, including Bank of America Merrill Lynch where he was a Financial Solutions Adviser. He is a longtime resident of Branford, and involves himself with many community organizations — including Friends of Yale New Haven Children’s Hospital.
Wealth Management Advisor
Vice President and Wealth Management Advisor Ted Reagle joined Grey Ledge Advisors in 2019, bringing to the team a diverse and valuable set of skills obtained throughout his 30-year professional career.
After spending more than 25 years working in the life science and biotech industry in sales and marketing leadership positions, Ted pivoted into the financial services industry to pursue his passion for financial planning. In his current role, Ted has demonstrated a commitment to helping every client achieve their financial goals and dreams by developing and following a comprehensive financial plan — a dynamic, living document that is updated as life changes occur — to help ensure clients are on-track toward pursuing their financial objectives.
Away from the office, Ted is an avid outdoorsman — enjoying activities such as hiking, fishing, and canoeing. Every year, he connects with his childhood friends for an “off the grid” canoeing trip to Canada. He has been married for 30 years and he and his wife have two adult children. Ted is known for his contributions to his community, and he serves on two local nonprofit boards — the Association for Community Organization and Resource Development (ACORD, Inc.) and Friends of L’Arche Connecticut Shoreline.
Ted earned his Bachelor of Arts degree in English from Middlebury College in 1984 and his Master of Business Administration from Yale University in 1991. He brings nearly 30 years of large corporation experience to Grey Ledge Advisors, including 15 years with Eastman Kodak Company and five years with Roche Diagnostics. For several years, Ted was an adjunct lecturer at the Southern Connecticut State University School of Business.
Chief Compliance Officer
Chief Compliance Officer Colleen Venter has been integral to the Grey Ledge Advisors team since joining the firm in 2005, providing the assurance that all areas of the company are compliant with regulations and guidelines — ensuring clients and the firm are well-poised for success.
An Investment Adviser Certified Compliance Professional (IACCP) and Series 65 qualified investment advisory representative, Colleen diligently and meticulously reviews all records and materials to ensure compliance with SEC regulations as well as alignment with industry best practices. She also conducts periodic mock audits, placing Grey Ledge Advisors under the same scrutiny it would face in an SEC audit. These efforts provide peace of mind to the firm’s clients and position Grey Ledge Advisors for stability and continuous improvement.
Colleen and her family enjoy skiing, as well as camping and boating with their two grown children. She and her husband also spend many of their nights and weekends renovating old homes.
Colleen attended the State University of New York at Delhi. Prior to joining Grey Ledge Advisors, she had experience working at major companies including Bayer and PepsiCo.
“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” — Maya Angelou
Client Experience Officer
Client Experience Officer Patrick Morris joined the Grey Ledge team in 2019, bringing 15 years of professional experience in operational accounting and corporate finance to the team.
In his role as client experience officer, Patrick’s focus is on the overall operations of the firm’s Retirement Services Group. He ensures Grey Ledge Advisors’ commitment to providing a first-class client experience. Patrick also oversees the new client onboarding process for new plans and participants — ensuring a seamless process throughout.
Outside of work, Patrick is an avid snowboarder and has tackled mountains in seven states. He has a passion for music, playing the saxophone and serving on the Board of Trustees for the Community Music School in Centerbrook. He also enjoys golf, going to concerts, and spending time on the beach with his family.
A native of Orlando, Patrick moved to Connecticut in 2005 and currently lives in Ivoryton with his wife, Jodi, and their two sons. He received his Bachelor of Science degree in Accounting from the University of Bridgeport and is pursuing a CFP© Certificate in Financial Planning and Services from Bryant University. Prior to joining Grey Ledge, Patrick spent more than a decade providing professional accounting services in a number of industries — including a Fortune 200 oil company.
Wealth Management Advisor
Wealth Management Advisor John Burzenski joined Grey Ledge Advisors through the merger with CTMA, bringing his nearly 50 years of financial services experience to our team.
In his role, John provides holistic advice to some of our firm’s longest-standing clients and lends his keen attention to detail to assist with issue spotting and financial planning for new clients. He is energized by client interaction and has a passion for helping others develop a plan that best suits their interests and goals. When John greets a new client, his first priority is to discover “what brings a smile to your face?”
Away from work, John likes to remain active and has played tennis at least once a week for years. He has been married to his wife, Madeline, for more than 30 years, and the couple have five children and 12 grandchildren.
John graduated from Quinnipiac University with a Bachelor of Science degree in Accounting. He is a member of the Connecticut Society of Certified Public Accountants (CTCPA) , the American Institute of Certified Public Accountants, and is certified as a Personal Financial Specialist (PFS).
Prior to joining Grey Ledge Advisors, John was a founding member and partner in CTMA Wealth Management. He also founded Burzenski & Company, P.C. in 1983, serving as the firm’s president and establishing its wealth management division.
Wealth Management Analyst Manish Sharma joined Grey Ledge Advisors in 2021, bringing his passion for financial markets and portfolio construction to our team.
This passion, paired with his five years of investment research and portfolio management experience, make Manish an invaluable asset to our investment research team. His deep knowledge of Asian investments and expertise in equity analysis gives our team unique insight when making our investment decisions.
Away from work, Manish enjoys playing cricket and basketball — he often keeps a ball in his trunk just in case the opportunity to play arises. He’s also an avid supporter of Liverpool Football Club. Additionally, Manish enjoys listening to podcasts, particularly the Founders business podcast, which offers history and perspective on the world’s greatest entrepreneurs.
Manish is a graduate of Chandigarh Engineering College, where he studied mechanical engineering, and earned his postgraduate diploma in statistics from Punjab University. He is also a candidate for Level III of the CFA program. Prior to joining Grey Ledge Advisors, Manish worked at Northwestern Mutual Wealth Management, Innovative Financial Management, and Globe Capital Market Limited.