Connor manages wealth and provides financial advice for high-net-worth and ultra-high-net-worth individuals and families, guiding and inspiring them to reach their dreams in philanthropic pursuits, the legacy the leave, and in the lives they lead. Connor entered the banking industry in 2018 ...more

Connor manages wealth and provides financial advice for high-net-worth and ultra-high-net-worth individuals and families, guiding and inspiring them to reach their dreams in philanthropic pursuits, the legacy the leave, and in the lives they lead. Connor entered the banking industry in 2018 after being academically trained in economics, investment theory, and securities valuation and analysis. In 2019, he shifted to wealth management out of a desire to empower other people in a personal way, and to become an integral part of their life story.less