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Conner Boillat, CFP®

Private Wealth Advisor, Research Associate

Check out Conner’s blog

Conner Boillat serves as a member of our private wealth team, interfacing with clients to provide planning, investment, research and operational assistance, while also working internally to provide allocation, investment and trade support to the team. Additionally, he serves as a member of the research team, and supports the Investment Committee and various sub-committees.

Conner graduated from the University of Richmond with a bachelor’s degree in business administration with dual concentrations in finance and economics. He began his career in finance at Bloomberg L.P. in Princeton, New Jersey. While there, he was a part of the Bloomberg Dividend Forecasting group, working with astute portfolio managers, derivatives traders, and equity analysts across the industry while covering REITs, Financials, Health Care, Industrials, and Consumer Staples sectors. Conner also earned his CERTIFIED FINANCIAL PLANNER™ certification.

When he is not frequenting his favorite local coffee shop, Conner is often found at the gym pursuing his passion for fitness and nutrition. He also enjoys reading, writing – including his own blog – guitar playing and volunteering with Young Life. He serves as a board member of the McQuaid Jesuit High School Young Alumni Association.