Conner Hanlon, CFA®

Portfolio Manager

Conner Hanlon Headshot

Conner Hanlon, CFA®

Portfolio Manager

Conner is responsible for researching stocks and bonds, monitoring economic trends, and analyzing investment opportunities in the market. His role involves individual security selection as well as asset allocation decisions.

Conner earned his Bachelor of Science in Finance from the University of Kansas. Conner holds his Series 7 General Securities and Series 63 licenses. He also completed the CFA Program and has been a CFA® charterholder since 2019.

In his free time, Conner enjoys golfing, traveling, and spending time with his wife, Sam, and daughter, Mary.

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