About
Connor
As a Client Development Specialist at Focus Partners, Connor serves as a primary point of contact for prospective clients. He works closely with individuals and families to understand their goals, priorities, and expectations from a wealth management relationship, and facilitates a seamless introduction to a Wealth Advisor to ensure a strong advisory fit.
Connor entered the wealth management industry driven by both his passion for the financial markets and his belief in the meaningful impact a trusted advisory relationship can have on long-term financial success. Throughout his career in equity and derivative trading, as well as advisory business development, he has developed a strong commitment to helping clients pursue and achieve their financial goals.
Connor began his career at Charles Schwab, where he worked in equity and derivative trading with retail investors. He later transitioned into a business development role at Fisher Investments, one of the largest advisory firms in the United States. During this time, he further cultivated his passion for wealth management and the value comprehensive financial planning brings to long-term financial strategies.
He earned his bachelor’s degrees in Marketing and Business Management from Southern Illinois University Edwardsville. While attending SIUE, Connor was a three-year starter on the university’s baseball team, primarily playing second and third base.
Outside of work, Connor enjoys spending time with his wife and their two dogs, Bentley, a Bernese Mountain Dog, and Teddy, a Golden Dachshund.
As a Client Development Specialist at Focus Partners, Connor serves as a primary point of contact for prospective clients. He works closely with individuals and families to understand their goals, priorities, and expectations from a wealth management relationship, and facilitates a seamless introduction to a Wealth Advisor to ensure a strong advisory fit.
Connor entered the wealth management industry driven by both his passion for the financial markets and his belief in the meaningful impact a trusted advisory relationship can have on long-term financial success. Throughout his career in equity and derivative trading, as well as advisory business development, he has developed a strong commitment to helping clients pursue and achieve their financial goals.
Connor began his career at Charles Schwab, where he worked in equity and derivative trading with retail investors. He later transitioned into a business development role at Fisher Investments, one of the largest advisory firms in the United States. During this time, he further cultivated his passion for wealth management and the value comprehensive financial planning brings to long-term financial strategies.
He earned his bachelor’s degrees in Marketing and Business Management from Southern Illinois University Edwardsville. While attending SIUE, Connor was a three-year starter on the university’s baseball team, primarily playing second and third base.
Outside of work, Connor enjoys spending time with his wife and their two dogs, Bentley, a Bernese Mountain Dog, and Teddy, a Golden Dachshund.