Connor manages trade execution and investment implementation for client portfolios at Loftin Wealth Partners and contributes to the firm's broader approach to trading procedures, approved investments, and model portfolio construction.
His work includes executing and monitoring trades across client accounts, with particular attention to tax-sensitive transitions, rebalancing, and Roth conversion strategies. He researches individual securities, funds, and ETFs, and tracks performance against benchmarks and client objectives. Connor also works directly with clients and advisors to explain the reasoning behind portfolio decisions in clear, practical terms.
Connor joined Loftin Wealth Partners as an Investment Analyst in 2024, working closely with CEO James Loftin and the broader team to build out the firm's research and trading capabilities.
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!