Our Team / Investment Team

Conor Clark, CFA

Investment Analyst

cclark@agilipersonalcfo.com

Professional headshot photo of Agili CFA and Investment Analyst, Conor Clark.

Job Description

As an Investment Analyst, I work with Agili’s Financial Strategists to review and monitor client investment portfolios. In addition, I assist our Investment Policy Committee with research and analysis of potential fixed income investment opportunities.

Education and Credentials

  • Bachelor of Science in Economics and Finance, University of Richmond
  • Chartered Financial Analyst

What is a career highlight for you?

Earning the CFA designation. It was a challenging three-year process that I’m proud to have completed.

Job Description

As an Investment Analyst, I work with Agili’s Financial Strategists to review and monitor client investment portfolios. In addition, I assist our Investment Policy Committee with research and analysis of potential fixed income investment opportunities.

Education and Credentials

  • Bachelor of Science in Economics and Finance, University of Richmond
  • Chartered Financial Analyst

What is a career highlight for you?

Earning the CFA designation. It was a challenging three-year process that I’m proud to have completed.

More About Conor

Music brings me joy. I particularly love going to see live music, but whether its singing along in the car or spinning some vinyl while I cook dinner, I try to live my life with a soundtrack.

What excites me most about my work is helping clients achieve their goals.

My favorite vacation spot is
Lake George, NY.

1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018