NEW HAVEN, CT – August 25, 2025 – Wooster Square Advisors, a New Haven-based investment management firm offering affluent families, business owners, and professionals a premium client experience with proven and sophisticated financial planning, has announced that industry veteran, Craig Platt, has joined the firm as Wealth Manager.

In his role, Platt will help clients with sophisticated, high-touch wealth management services and proven growth methodologies.

“We’re thrilled to welcome Craig Platt to the team,” said Wooster Square Advisors’ Founding Partner and Wealth Manager Brett Amendola. “His deep personal and professional experience gives him a rare understanding of the discipline, process, and emotional challenges that come with running a business. This will allow him to deliver the thoughtful service and care our clients expect and deserve.”

With more than 25 years of corporate leadership in logistics and manufacturing at Fortune 500 companies, as well as experience running his own consulting and restaurant business, Platt brings a wealth of real-world knowledge to the firm. Most recently, he spent six years at Prudential, following a year at American Income, where he became one of the top Financial Planners in 2023 and 2024. Also in 2024, he earned his Certified Financial Planner (CFP®) designation, further solidifying his commitment to excellence.

“I’m delighted to be joining Wooster Square Partners and work alongside Brett Amendola and his exceptional team of advisors,” said Platt. “I look forward to making an impact at the firm, which is known for being deeply committed to serving families with care and purpose.”

While at New England College, where he graduated cum laude, Platt played hockey and golf, earning All-Conference honors for the latter. A Connecticut State Golf Association Senior Amateur Match Play Champion, and Tri-State Team member, he also has coached youth hockey for two decades. Married to Mary for 36 years, Platt is the father of two and grandfather of four.

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Wooster Square Advisors’ assets have nearly doubled since the firm joined Cetera in 2023; growth which the team aims to accelerate and attributes to Cetera’s industry-leading growth resources. Chief among these resources is GrowthLine, which provides powerful data-driven technology combined with full-service sales and marketing strategy, planning and execution to clearly articulate a financial professional’s business and value. The firm also successfully utilized Growth 360, a proven methodology for quickly assessing a financial professional’s business and identifying the best growth opportunities.

For media inquiries, contact Brett Amendola at brett@woostersquareadvisors.com

Wooster Square Advisors is the culmination of over 150 years of financial guidance and experience. Our namesake pays homage to the picturesque downtown neighborhood that lies just a stone’s throw from our downtown New Haven offices. The rich heritage of hard work, which built this community, lives on in the work that we do for our clients. We provide professional advice, sophisticated execution, and high-end service for clients who work hard and are focused on enjoying their successes. Our advisors have extensive experience in the financial sector and financial services industry. We’re not surprised by much, and we apply our time-tested strategies to highly personalized plans, helping you effectively navigate the market with poise and confidence. Connect with us at www.woostersquareadvisors.com.

Wooster Square Partners is a network of professionals on the cutting edge of advice and sophisticated planning. We support every partner in the details so you can focus on pursuing the fullness of a business and a life well lived. That’s the standard Wooster Square aims for with every partner in our professional network. Ready to build the financial practice you desire? Contact info@woostersquarepartners.com today.