Bill Connor

Bill Connor has 20 years of investment management and financial planning experience with a diversified skill set focused on risk management, investment analysis and retirement income planning. Bill focuses on Socially Responsible Investing (SRI), also known as Impact or ESG investing, and manages the New York office serving the needs of affluent domestic and international families.

Bill holds professional designations including the Chartered Financial Analyst (CFA) and the Certified Financial Planner (CFP®) designations. Bill is a member of the CFA Society of New York and is active on the Sustainable Investment Committee.

Bill graduated from James Madison University with a double major in Finance and Computer Information Systems. Post-graduation, Bill completed Georgetown University’s financial planning program earning a Certificate of Financial Planning.