Pangaro Wealth Management is a team comprised of financial professionals with diverse backgrounds and specialties but a shared devotion to providing clients with exceptional service. As a result, we can collaborate to provide greater depth and more advanced strategizing to clients’ plans and needs.
Meet our team of dedicated professionals:
Jeff Pangaro, AIF®, CkP, CBC
Jeff is the founder of Pangaro Wealth Management with over 15 years of experience in the financial services industry. He has a proven track record of working with many different types of clients, especially business owners and families with complex wealth needs. Along with providing comprehensive financial planning strategies, he is experienced in retirement plan consulting, assisting with 401(k), 403(b), and 457 plans, as well as defined contributions, defined benefits, deferred compensation, and cash balance plans. As an Accredited Investment Fiduciary®, he is committed to upholding a high level of ethical responsibility, putting his clients’ needs first and foremost in all that he does.
Jeff is a lifelong resident of Connecticut and is an active member of his local Chamber of Commerce. Having worked for so many years with so many families, he takes great pride in the reputation his firm has established in the community. Born and raised in Greenwich, he now resides in Cheshire with his wife, Keisha, and their three sons, Michael, Christopher, and Matthew. When he’s not coaching one of his son’s sports teams, he’s frequently training for triathlons. He recently completed the IRONMAN World Championship in Kona, Hawaii.
Jeff holds AIF, Certified 401(k) Professional (CKP), and Cash Balance Certification (CBC) designations. He also holds Life & Health Insurance licenses in Connecticut and the NASAA Series 66 license.
Kari A McLeod, MBA
Kari is a financial planner focused on empowering and guiding women with the knowledge and tools to build a more secure financial future. With over 15 years in the financial services industry in reporting and product development capacities. She uses her experience to provide the utmost attention and service to her clients based on dedication, approachability, and execution.
Kari is a lifelong resident of Connecticut and is active in her networking groups that focus on gender-equality, financial literacy for women, and women-owned small business development. Born and raised in Torrington, she now resides in Avon with her daughter, Stella. She is active in all outdoor activities that New England has to offer including skiing, running and outdoor concerts.
Kari obtained her BS in Accounting/Finance and an MBA in Business Administration from Southern New Hampshire University. She holds Life & Health Insurance licenses in Connecticut and the NASAA Series 65 license. She is currently pursuing her CERTIFIED FINANCIAL PLANNER™ (CFP) certification. .
HILARY POHLEY, MBA
Hilary is the Manager of Client Service at Pangaro Wealth Management and started with us in October 2018. Hilary was previously at Wellington Management in Boston, prior to opting out to be a stay at home mom for 8.5 years. She also has experience in the higher education and travel industries.
Hilary has degrees in International Relations and German Studies from Tufts University and a Masters of Business Administration from Northeastern University. She lives in West Hartford with her husband, Scott and two sons, Noah and Adler, ages (almost) nine and six. She enjoys playing all sports, painting, and reading.
While at Pangaro, Hilary will focus on the client service platform. She will support firm operations, including client service, business administration, operations, and marketing. She works with Jeff and Kari to deliver premium client service, ensure smooth day-to-day operations, as well as increased operational efficiency at Pangaro Wealth Management.