Connor earned a Bachelor of Science with a double major in Finance and Management Information Systems, and minors in Computer Science and Financial Technologies from Michigan Technological University. While in college, he honed his analytical toolkit through a Private Wealth Summer Analyst role at Verde Capital Management in Clarkston.

Connor leverages his blend of financial expertise and programming skills to deliver data‑driven investment strategies, streamline client reporting, and enhance engagement across the advisory platform. He is committed to providing rigorous portfolio management to help each client meet their goals with clarity and confidence.

Originally from Hartland, Michigan, Connor spends his free time on the links, perfecting his golf swing and enjoying the Michigan outdoors. He brings the same focus and determination to his work that he applies to every round he plays.

Fun Facts

Hidden Talent: Writing — my college professors were so impressed with my talent that they encouraged me to publish two of my papers.
Outdoor Insight:  I spent a Fourth of July at a cabin with close friends, fishing, playing wiffle ball, and enjoying our time. It reminded me of what drives my passion for investing: helping people secure the freedom to enjoy more of life’s simple moments.
Career Catalyst:  Dr. Sorcha’s “Principles of Finance” course sparked my fascination with the blend of math, assumptions, and real‑world impact in finance.