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Meet Our Advisors


Carl G. Bulgini, III

Certified Financial Planner ™

Carl G. Bulgini, III is a Managing Member for Fenwick Investments. He provides guidance to high-net-worth individuals and families, foundations and endowments, and small to medium-sized businesses, helping them address critical planning issues. He provides insight on asset, liability and risk management to help clients meet their goals.

Carl entered the financial services business in 1991 and has held various management positions in the investment management, private banking and insurance industries. Most recently Carl was Vice President and portfolio manager at Sanford C. Bernstein & Co. Carl holds a BA in Ethics, Politics and Economics from Yale University and an MBA from the Yale School of Management.

Mobile Phone: (203)952-3773

Leonard G. Brown

Preferred Partner

Leonard G. Brown, FSA, MAAA is an actuary and a Vice President of Pension Benefit Consultants, Inc. and oversees client consulting and compliance for all types of pension and profit sharing plans. His responsibilities include providing actuarial consulting services for defined benefit and cash balance plans and administrative services for all types of defined contribution plans, including profit sharing and 401(k) plans. He has testified as an expert witness at arbitration hearings and has provided litigation support on matters pertaining to various retirement plan issues. He is a Fellow of the Society of Actuaries, a member of the American Academy of Actuaries and an Enrolled Actuary. In 1977, Lenny began his career as an actuarial analyst at Mutual of America Life Insurance Company, and after a series of promotions, became the Senior Vice President overseeing their Actuarial Consulting Services Department. Before joining Mutual of America, he received a B.A. in Mathematics from Hofstra University in New York. He has made presentations to various professional groups, including being a regular speaker at Connecticut Society of Certified Public Accountants’ continuing education programs.