Conner leads our investment strategy and oversees our portfolio management. He is responsible for developing and implementing investment philosophy, guiding asset allocation decisions, and monitoring market and economic trends to position portfolios effectively. As leader of the Investment Management group, Conner guides investment research and decision-making across the team. He also plays a key role in communicating market insights and investment strategy, helping clients understand how portfolios are positioned in varying market environments.
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 and daughter.
What do you enjoy most about your current role?
The most exciting aspect of investment management is the constant change. The ever-evolving environment ensures there’s always a new opportunity to discover.
