Connor is a member of the Investments Team and is based in the firm’s New York headquarters. In this role, he supports the investment team by researching current and prospective investments, conducting manager due diligence, and aiding the firm’s trading operations.
Previously, Connor served as Head of Investments for Valley National Financial Advisors, where he was responsible for building and maintaining the firm’s portfolio strategies, chairing the investment committee, and leading research and due diligence efforts.
Connor resides in New Jersey and enjoys spending time with family and friends, trying new food, and cheering on his favorite soccer club, West Ham United.
- Assistant Vice President – Head of Investments at Valley National Financial Advisors
- Senior Associate at Valley National Financial Advisors
Education & Credentials
- BA, Gettysburg College, Economics
- Series 7, 65, and 63 licenses
- CFA® Charterholder
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.