Connor Ronan

Advisory Team

Connor Ronan
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617-337-4214

Connor is part of the Advisory Team at One Charles Private Wealth and works with high-net-worth individuals and families to facilitate tax, retirement, estate, and other wealth management strategies for our clients.

Connor earned a Bachelor of Sciences degree in Finance, as well as minors in Actuarial Sciences and History from Bentley University. Prior to joining One Charles, Connor was a wealth management associate at UBS, where he worked with several financial planners in the formation of portfolio reports for high and ultra-high net worth clients.

Primary Duties at One Charles Private Wealth

  • Facilitates tax, retirement, estate, and other wealth management strategies for our clients
  • Monitors our clients’ progress towards their specific financial goals
  • Liaises with our clients’ other advisors on wealth planning strategies