Connor is a Portfolio Manager at Investment Trust Company. He works extensively with our Investment Team and our external partners at Blackrock, Northern Trust, J.P. Morgan and others to research and develop industry-leading investment strategies. As a CFA charterholder and CFP® professional, he combines advanced portfolio management expertise with comprehensive wealth planning strategies to help serve our clients. Before coming to Investment Trust, Connor worked for several years at Charles Schwab. Connor has a bachelor’s degree in economics from the University of Colorado and a certification in data analytics through the University of Denver.
What do you enjoy most about your role?
“I get the opportunity to work with some of the brightest minds in the industry every day to develop the very best experience for every client. I love being able to dive into a data set in the morning and spend the afternoon meeting with one of our wonderful clients!”
Where can we find you outside the office?
“Depending on the time of year, I will be somewhere in the mountains of our great state. In the summer I may be fly fishing, rock climbing, mountain biking, backpacking or golfing. In the winter you can find me skiing!”
Certifications
- CFA
- CFP®