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.

Originally from central New Jersey, Connor now resides in Easton, Pennsylvania 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 7, 65, and 63 licenses
  • CFA® Charterholder