Michael Conner, CFA, serves as the Managing Director at Creative Planning since September 2023, where the firm offers a range of wealth management services, including investment management and financial planning. Previously, Michael held the position of Managing Partner at Kistler Tiffany Advisors from July 2018 to September 2023, after initially working there as the Manager of Investment Operations from 2005 to 2012, where responsibilities included improving client service through operational efficiency. Early career experience includes the role of Assistant Portfolio Specialist, focusing on accounting and portfolio reports and collaborating with financial analysts on investment research. Michael graduated from Ursinus College with a Bachelor of Arts in Economics and Business Administration in 2006.
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