Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Five Star Wealth Manager, 2020
As a Senior Wealth Advisor, Connor is a CERTIFIED FINANCIAL PLANNER™ and works with his clients on a wide range of wealth management and investment advisory services. Prior to joining The Colony Group in 2013, Connor worked at Fidelity Investments where he held his series 7 and 63 licenses.
Connor earned his Bachelor of Arts in History from Colby College, where he also played four years of football and baseball. Connor lives on the North Shore of Massachusetts and enjoys spending time with his wife, son, and daughter.
The Colony Group, an independent, national wealth and business management firm with approximately $20 billion in assets under management, is pleased to announce the promotion of seven new principals:...
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