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Danbury Connecticut office

Connecticut

83 Wooster Heights, Suite 125 • Danbury, Connecticut 06810
203-636-0220
Dow Connecticut Office
Tim
Timothy Edmond, CLU, ChFC, CASL
Financial Advisor
Danbury, Connecticut

203.636.0220
[email protected]

Tim Edmond is a Financial Advisor with over 35 years in the financial services industry. He earned a BS degree from Penn State University. Tim joined Northwestern Mutual in 1985 and spent 30 years with Northwestern Mutual building a clientele selling life and disability insurance as well as investment products. He was a life and qualifying member of the Million Dollar Round Table and holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and the Chartered Advisory for Senior Living (CASL) designations from the American College in Bryn Mawr, PA.

Tim provides a comprehensive approach to planning for both his individual and business clients. He has embraced the Dow Wealth Management investment strategy with an emphasis on high-quality growth securities, academic in principle and disciplined in its management. In addition to investment management, he provides advice in the areas of retirement, pension and estate planning.

Tim and his wife, Diane have two children and live in Sherman, CT.

Diane
Diane Edmond
Administrative Assistant
Danbury, Connecticut

203.636.0220
[email protected]

Diane Edmond provides Administrative Support to the Danbury, CT office. She joined Dow Wealth Management in August of 2016.

Diane attended Western Connecticut State University and the Danbury Business Institute. She has worked most of her career in the medical field supporting eight Board Certified Dermatology Surgeons as a Clinical Surgical Coordinator & Credentialing Specialist. Diane also worked for an Orthopedic Foot & Ankle specialist handling day-to-day operations of the physician’s practice and surgical scheduling.

After her career in the medical field she transitioned to the financial industry with Dow Wealth Management.

Diane resides in Sherman, CT with her husband Tim. They have two children.

Shane
Shane Edmond
Financial Advisor
Danbury, Connecticut

973.435.7415
[email protected]

Shane received his BA in Financial Economics from McDaniel College while being a member of the college’s football team. He started his career at PepsiCo in different sales management positions eventually transitioning to a territory manager with Boston Scientific supporting pulmonary physicians in New Jersey.

Upon joining Dow Wealth Management in 2018, Shane has focused his time working with business owners, families, and physicians. His past experiences gave him a unique perspective on the challenges entrepreneurs and practitioners face. His services include investment management, retirement planning, financial advice, and a virtual family office structure. His focus is primarily on new business development, current client relationships and firm workflow efficiency.

Shane currently lives in West Caldwell, NJ with his wife Danielle and their Shiba Inu, Allegra.

Investor Education Services

Douglas Wellington
J. Douglas Wellington, MBA, JD, LLM
Investment Theory and Practice

Douglas Wellington lectures and conducts seminars for Dow Wealth Management. He holds a number of professional degrees including: BA in Economics from University of Pennsylvania; MBA in Finance from Wharton Graduate School; MBA equivalent in Accounting from New York University; JD from Rutgers Law School; and LLM from New York University. He is a Husson College associate professor, has worked in accounting and finance, is a former CPA, worked 10 years as an attorney, and five years as the president of an entertainment company.

Professor Wellington approaches the concept of investing from both the academic and realistic point of view. While academic theorists can postulate about many aspects of investing, Douglas combines theory with practical investment experience and empirical evidence to help educate the investing public.

Joel Cooper
Joel H. Cooper, MBA
Investment Theory and Practice

Joel Cooper lectures and conducts seminars for Dow Wealth Management. He holds a number of professional degrees including: BA from Syracuse University; MS in Criminal Justice and Social Work from Florida State University; and MBA in Finance & Marketing from Nichols College. He is a Roger Williams University adjunct professor, and also is an adjunct faculty member at Bryant College. Additionally, Joel is the Director of the Center for Business Support at Roger Williams University.

Throughout Joel’s business and professional career he developed significant experience in risk management, including ownership of Benefits Unlimited, a health insurance brokerage firm, which ultimately was purchased by USI, a national insurance brokerage agency.

Zoltan Katona
Zoltan Katona
+971 50 2120144
[email protected]

Zoltan Katona has had diverse and international business experiences. Originally from Miskolc, Hungary, he cofounded several service companies which were sold to major corporations. He has designed and implemented a number of logistic solutions and conducted air freight operations from offices in the US, Asia, and Europe. A resident of Dubai, Zoltan has held leading positions in a variety of Middle East businesses during their startup phases.

Most recently, he has overseen the formation of a new corporate division in Central Asia and Europe for a prominent family business. Zoltan is fluent in Hungarian, English, and German.

He lives in Dubai, UAE with his wife Monica and their children.

Chester B. Rodeheaver
Chester B. Rodeheaver, CFA

+971 4 2035125
+971 4 2035060 fax
+971 50 4659803 Mobile
[email protected]

Chester Rodeheaver is the founder of Pont Capital, a Dubai-based investment boutique. Chester advises clients on a range of transactions, including acquisitions, valuations, private placements, private investment funds, cross-border joint ventures, and many others. He has led transaction valued at over US$ 1 billion, working on both the buy side and the sell side. Chester was previously a capital asset management consultant at Booz Allen Hamilton.

He holds a Master’s in economic development from Harvard University, a Bachelor’s in economics from the University of Virginia, and has studied at the University of Paris IV, Sorbonne, and in Aachen, Germany.

Chester works Miami, FL and Dubai, UAE.

What Our Organization Offers

Securities Offered Through 
Bolton Global Capital, Inc. 
Member FINRA, SIPC
Advisory Services Offered Through
Bolton Global Asset Management, 
a SEC Registered Investment Advisor
DW1/DWA0262b
BNY Melon
State securities laws require that your Financial Representative be registered in the state in which you live. For this listing, please refer to the Broker Check Link provided. 

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax or legal services. Bolton Global Capital, LLC, is a registered broker-dealer. For more information, visit https://finra.org or https://sipc.org. Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor. 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.
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