Citizens

Ladd Capital Management LLC is an SEC registered investment advisory firm based in New Haven, CT, founded by David M. Ladd in 1975. Under the leadership of Managing Partner Edward W. Lovejoy, the firm focuses on managing investment portfolios for corporate endowments and individual clients with a commitment to conservative, lower-risk investment strategies. The firm emphasizes a personalized approach, prioritizing clear communication with clients and their financial teams, including attorneys and accountants. This collaborative method results in tailored portfolios designed to meet each client's unique financial goals, reflecting Ladd Capital Management's belief in the long-term benefits of a conservative investment philosophy. Generated from the website

At Citizens, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or any other query about money, don’t keep it to yourself. We have approximately 1,100 Citizens branches in 15 states and around 3,100 ATMs. In addition, our customers stay connected with us online, through our award-winning mobile app and via our customer contact center. Member FDIC. Equal Housing Lender.

Our wealth management advisors in TIAA’s Hamden, CT office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 842-2051.