Connor works directly with individual clients to manage their accounts and ensure all service needs and concerns are met. He earned a B.S. in finance and minors in actuarial sciences and history from Bentley University. Prior to joining Adviser Investments in 2020, Connor was a wealth management associate at UBS Private Wealth Management and One Charles Private Wealth, where he worked with financial planners to assist clients and attained his Series 65 license. He lives in South Boston and likes playing hockey, skiing, surfing and golfing.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.
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