Connor is a Wealth Advisor on the High Net Worth Team that caters to clients with $4 million or more in investment assets.
Prior to joining Ballentine Partners, Connor worked at Pathstone, where he provided investment management and advisory services to high-net-worth and ultra-high-net-worth individuals and families across all stages of life. Through his experience advising complex client situations, he developed a strong foundation in helping families navigate investment, planning, and wealth management decisions.
Connor is a CERTIFIED FINANCIAL PLANNER® practitioner. He is passionate about building trusted relationships and helping clients simplify financial complexity through thoughtful planning and personalized advice.
Connor currently lives in South Boston. Outside of work he enjoys running and spending time with family, friends, and his black lab, Summit.