Conner opened his first brokerage account at age 10—one share of Starbucks!
Joined Lido: 2024
Homebase: San Diego
Professional Focus: Connor focuses on lending operational help and tailoring action items to client needs. He has been drawn to the financial world since 2008, and since then, it has been his mission to be a part of the wealth management world.
Education: B.B.A., Accounting and Information Systems, Wayne State University; M.B.A., Wayne State University
Previous Work Highlights: Conner joined Plante Moran out of college, serving in an auditing capacity for a little less than a year. He later joined JPMorgan Chase & Co. as a Private Client Banker in New York City.
Personal Facts: When he’s not trying new restaurants with friends or catching up on the latest business news and media, Conner is staying active outdoors. You can find him biking along mountain and lake trails, playing basketball and beach volleyball, snowboarding, or golfing.
