Connor is a Vice President on the Investment Team and is based in the firm’s New York headquarters. In this role, he supports the 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.
Previous Experience
- 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 65 license
- CFA® Charterholder
CFA® AND CHARTERED FINANCIAL ANALYST® ARE REGISTERED TRADEMARKS OWNED BY CFA INSTITUTE.
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