Connor Holly

Senior Associate, Data Operations

Connor joined the firm in 2014 and serves as a Senior Associate on the Data Operations team. He is responsible for ensuring the day-to-day data integrity for client accounts and providing support to the advisory staff on client data-related issues. While studying at Rowan, he partook in multiple internships in the Financial Services Industry such as Human Resource Intern at AXA Advisors & Financial Planning Intern at Lincoln Financial Advisors in NJ. Connor spends his free time in his home state of New Jersey and stays active in various sports throughout the year.

Previous Experience

  • Human Resource Intern at AXA Advisors
  • Financial Planning Intern at Lincoln Financial Advisors

Education & Credentials

  • BS, Rowan University, Finance

*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.