Join us on Wednesday, October 29, 2025
Wealth Management Series - Strategies for practice scale and growth
Join us as our panel explores strategies that help Private Wealth professionals to deliver high levels of service and performance, as their practice grows and becomes more complex. Stefanie Gonzalez, is certified with the International Coaching Association. Ms. Gonzalez is a member of the BlackRock US Wealth Advisory Business Consulting Team. Stefanie specializes in bespoke strategies for growth. Brett Amendola, Managing Partner | Wealth Manager, Wooster Square Advisors, is in his thirty-fifth year as a Private Wealth professional. Together, Stefanie and Brett will share their experience and insight.
SCHEDULE:
12:00 – 1:30 PM
Lunch & 30-40 minute presentation followed by Q&A.
COST | Includes Lunch (Salad, Entrée, and Dessert)
Members & a Guest
Current CFA Society Hartford members and their guest attend for $20.00.
Finance students and those enrolled for CFA exams attend for $20.
Non-Members $40.00
1.5 CE Credit awarded for CFA Society Hartford members.
Stefanie Gonzalez
Managing Director
BlackRock
Stefanie Gonzalez, Senior Leadership Coach and Business Consultant, is on the BlackRock Business Consulting team within the U.S. Wealth Advisory (USWA) business. BBCdelivers strategic consulting, industry trends / insights, bespokestudy groups, leadership development and specialized client presentations for advisors, teams, and firms. BBC helps teams identify opportunities to accelerate business growth both organically and inorganically.
In her current role, she serves as a senior leadership coach and business consultant for advisors, teams and firms across all distribution channels. She is a certified International Coaching Federation (ICF) and Positive Intelligence (CPQC) coach, an HBDI (Herrmann Brain Dominance Instrument) facilitator specializing in Whole Brain Thinking and is certified in Daniel Goleman’s Foundational Skills of Emotional Intelligence.
Prior to this role, Stefanie was a member of the firm's Talent Management team responsible for the Global Analyst Development Program and Global Promotion programs.
Stefanie also has served as Learning and Development specialist within the USWA business. In this role, she was responsible for supporting product, skill and career development trainings working closely with USWA sales leadership and content experts throughout the firm.
Stefanie started at BlackRock as an iShares Sales Desk Manager in 2012. Prior to joining BlackRock, Stefanie worked at NY Life Investment Management and AllianceBernsteinas a Sales Desk Manager. Stefanie earned a BA in Behavioral Science from Drew University.
Brett Amendola
Managing Partner | Wealth Manager
Wooster Square Advisors
- Brett’s roots in the New Haven community stretch back for three proud generations. Wooster Square was born from a desire to put down his own roots and give back to the community that raised him. Brett has devoted his life’s work to problem-solving for high-net-worth families. His dedication to serving this community is illustrated in his many volunteer and charitable endeavors.
- Board-Member Quinnipiac University Board of Trustees-Chair of the Investment Committee
- G.A.M.E. Forum Hall of Fame Inductee 2024
- Contributor and presented at the Greenwich Economic Forum
- Contributor and presenter at the Quinnipiac University School of Business G.A.M.E. Forum
- Quinnipiac University 1991 Financial Management