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