As a Wealth Associate at Rothschild Wealth Partners, Connor works hand and hand with advisors to design, develop, and execute investment planning strategies tailored to meet client objectives. His primary role is to help optimize portfolio performance through investment due diligence, trade execution, and cash flow mapping. Additionally, Connor aids clients by providing on demand account support – performing targeted outreach as needed.
Connor’s career began at Loyola University Chicago, where he earned both a bachelor’s degree in finance and an MBA with a concentration in finance. As he completed his education, Connor started as a wealth management intern at UBS Financial Services in Chicago before transitioning into a full-time Client Service Associate role. Connor worked 6 years at UBS where he specialized in account service management, investment implementation, and idea generation.
With unique skills in relative strength analysis and point and figure charting, Connor is equipped to handle changing market dynamics, and pinpoint areas of investment opportunity and weakness. As a member of the Rothschild team, Connor is excited to integrate this data-driven approach into all client portfolio discussions.
Outside of work, Connor enjoys playing golf, following the Chicago Bulls, and spending time with friends and family.
