Conner Boillat, CFP®

Conner Boillat, CFP®, is a Senior Private Wealth Advisor. He works with individuals and families on financial planning and investment strategy, drawing on his own experience as a founder and operator to guide the decisions that shape their financial lives.

Conner began his career in institutional research at Bloomberg and joined LVW in 2015, where he spent six and a half years as a private wealth advisor and helped shape the firm’s technology, operations and trading processes. In 2021, he stepped away to build and operate businesses of his own. He co-founded MONARC Holdings, a defense technology company, and served as its CFO. He then founded Perissos Holdings, working inside a range of founder-led businesses as a COO and CFO, including The Sales Collective, an outsourced sales enablement firm, where he served as Chief Operating and Financial Officer. Most recently, he co-founded The Hobby Edge, a software platform for the collectibles market. Conner returned to LVW in 2026 with firsthand experience raising capital, building teams and scaling businesses, much like the owners he now serves. He is a graduate of the University of Richmond’s Robins School of Business.

Conner and his wife live in Chicago and love to travel together. He also enjoys fitness and nutrition, cooking, collecting art and trading cards, spending time in the outdoors and working with startups.