Connor Ronan

Client Services Team

Connor Ronan
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617-337-4214

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

  • Acts as a key point of contact for client service needs
  • Acts as a client liaison to our third-party vendors and custodial relationships
  • Assists in scheduling portfolio reviews and wealth management meetings