Bill Connor has 20 years of investment management and financial planning experience with a diversified skill set focused on risk management, investment analysis and retirement income planning. Bill focuses on Socially Responsible Investing (SRI), also known as Impact or ESG investing, and manages our New York office serving the needs of affluent domestic and international families.

Bill holds professional designations including the Chartered Financial Analyst (CFA) and the Certified Financial Planner (CFP®) designations. Bill is a member of the CFA Society of New York and is active on the Sustainable Investment Committee.

Bill graduated from James Madison University with a double major in Finance and Computer Information Systems. Post-graduation, Bill completed Georgetown University’s financial planning program earning a Certificate of Financial Planning.

Making an Impact

Bill has extended family in Venezuela and works to help improve the lives of children there. His family has organized support to deliver baby supplies, medicines, and clothes to economically challenged families.

A Secret About Bill

At a young age, Bill received an award as most outstanding history student from the Sons of the American Revolution. Those who know Bill best understand the apple didn’t fall far from the tree as his father has a PhD in history and is a former university professor.