Client Services Team
As part of the Client Services Team at One Charles Private Wealth, Connor handles a wide variety of tasks for servicing our clients’ needs. Our firm prides itself on offering best-in-class, personalized services and Connor is a key contributor to that 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