Job Description
As the Manager of Investment Research, I oversee Agili’s investment research for all disciplines, manage a team of portfolio analysts, and co- lead the Investment Policy Committee. The investment research I perform includes reporting and monitoring all firm prescribed investments including fixed income, equities, non-traditional (including MJA Funds), and analysis of new investment vehicles the firm is considering. I also collaborate with Agili’s financial strategists to implement clients’ financial plans.
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 the Manager of Investment Research, I oversee Agili’s investment research for all disciplines, manage a team of portfolio analysts, and co- lead the Investment Policy Committee. The investment research I perform includes reporting and monitoring all firm prescribed investments including fixed income, equities, non-traditional (including MJA Funds), and analysis of new investment vehicles the firm is considering. I also collaborate with Agili’s financial strategists to implement clients’ financial plans.
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