Connor joined the team in May 2024 and serves as an investment analyst, working closely with James and the broader team. Since joining, he has taken on a growing role as a key point of contact for clients, helping them navigate their financial goals with clarity and confidence. In addition to supporting the firm’s trading activities—having executed over 15,000 trades on behalf of clients—Connor contributes to strategic decision-making by delivering detailed financial, investment, and market analysis that supports client portfolios and firm-wide planning.
Originally from Suwanee, Georgia, Connor graduated from the University of Georgia in 2023 with a degree in Management Information Systems, blending strong technical skills with a deep understanding of business strategy. He also holds a Series 65 License, enhancing his ability to deliver thoughtful investment insights and guidance.
Connor is dedicated to providing comprehensive service every day and is passionate about helping clients work toward their personal and financial goals.
Outside of work, Connor enjoys golfing, watching sports, and spending time with friends and family. Go Dawgs!