Connor joined our team at Hungerford Financial in 2020, bringing along a wealth of experience in corporate finance and management. He earned his Bachelor's Degree in Finance, focusing on Financial Planning, from Davenport University. He's also a CFA Charterholder, which means he's completed a rigorous program covering investment management, financial analysis, and ethical standards. This designation reflects his deep commitment to excellence and integrity in the finance industry.
As our Chief Investment Officer, Connor is the go-to person for all things investment-related. He oversees the management of client portfolios, crafting customized investment strategies that align with each client's goals and risk tolerance. Connor spends his days analyzing market trends, researching potential investment opportunities, and adjusting portfolios to navigate the ever-changing financial landscape. He's passionate about making finance accessible and enjoys breaking down complex concepts so clients feel informed and confident about their financial decisions.
Connor enjoys spending time with his wife, family, and friends and can often be found golfing when the weather is nice.