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Connor Doak, Cfa Email & Phone Number

Client Portfolio Manager at Riverwater Partners
Location: Milwaukee, Wisconsin, United States 10 work roles 2 schools
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Current company
Riverwater Partners
Role
Client Portfolio Manager
Location
Milwaukee, Wisconsin, United States
Company size
12 employees

Who is Connor Doak, Cfa? Overview

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Quick answer

Connor Doak, Cfa is listed as Client Portfolio Manager at Riverwater Partners, a company with 12 employees, based in Milwaukee, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Connor Doak, Cfa.

Connor Doak, Cfa previously worked as Investment Analyst at Riverwater Partners and Officer - Research and Due Diligence - Traditional Investments Group at U.S. Bank. Connor Doak, Cfa holds Economics, Applied Math And Statistics from Macalester College.

Company email context

Email format at Riverwater Partners

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Riverwater Partners

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Profile bio

About Connor Doak, Cfa

Connor Doak, Cfa is a Client Portfolio Manager at Riverwater Partners.

Current workplace

Connor Doak, Cfa's current company

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Riverwater Partners
Riverwater Partners
Client Portfolio Manager
milwaukee, wisconsin, united states
Website
riverwaterpartners.com
Employees
12
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10 roles

Connor Doak, Cfa work experience

A career timeline built from the work history available for this profile.

Investment Analyst

Riverwater Partners

Minneapolis, Minnesota, United States

Apr 2021 - Jul 2024

Officer - Research And Due Diligence - Traditional Investments Group

U.S. Bank
Jul 2020 - Apr 2021

Research And Due Diligence Analyst - Traditional Investments Group

U.S. Bank

Greater Minneapolis-St. Paul Area

Jun 2018 - Jul 2020

Assistant Football Coach

Macalester College

Greater Minneapolis-St. Paul Area

  • Help create scouting reports via data analysis, craft scout team offensive plays, coach the inside linebackers
Aug 2016 - Feb 2021

Research And Due Diligence Analyst Intern

U.S. Bank
  • Evaluated the international growth investment universe for the best in class strategy to be submitted for senior level investment committee approval, including preliminary quantitative screening, qualitative vetting.
  • Completed a comparative analysis for current approved index and smart beta ETFs for future approval by the senior level investment committee
  • Conducted quarterly update calls with outside portfolio managers for strategies on the approved list
  • Performed attribution analysis on investment strategies on the approved platform
  • Organized, collected, and finalized sub-advisor due diligence reports
  • Expedited Wealth Management budget forecasting by generating data input reports
May 2017 - Aug 2017

Financial Representative Intern

Modern Woodmen Of America
  • Conducted needs analysis for clients based on their age, career, family, and financial situation
  • Focused mainly on whole and term life insurance, and personal retirement plans through different types of annuities and Roth IRAs
  • Educated clients on financial products based on the results of their needs analysis
  • Identified clients via connections, networking activities, and references
  • Surpassed all other interns in number of applications and annualized premium by 50%
May 2016 - Aug 2016

Athletic Assistant

Leonard Center - Student Employee

Check people into the facility, work sporting events, set up fields for varsity/club competitions

Sep 2014 - May 2016

Groundskeeper

Chippiannock Cemetery Assn

Mowed, trimmed, set headstones for services, other grounds maintenance that is necessary during summer months

May 2015 - Aug 2015

Courier/File Manager

Katz, Nowinski P.C

Transported legal documents to various places throughout the area (i.e. other law firms, banks, courthouses, etc.).Filed, copied, organized, or destroyed files that were old, in progress, or closed

Jun 2012 - Aug 2014
Team & coworkers

Colleagues at Riverwater Partners

Other employees you can reach at riverwaterpartners.com. View company contacts for 12 employees →

LG Lori Gramins Lori Gramins Colleague at Riverwater PartnersMilwaukee, Wisconsin, United States, United States View → LP Laura Peck Laura Peck Colleague at Riverwater PartnersGreater Milwaukee, United States View → BG Brian G. Brian G. Colleague at Riverwater PartnersMilwaukee, Wisconsin, United States, United States View → MD Matt Drvaric Matt Drvaric Colleague at Riverwater PartnersMilwaukee, Wisconsin, United States, United States View → AJ Adam J. Peck, Cfa Adam J. Peck, Cfa Colleague at Riverwater PartnersMilwaukee, Wisconsin, United States, United States View → LM Logan Meyer Logan Meyer Colleague at Riverwater PartnersUnited States, United States View → MP Max Peck Max Peck Colleague at Riverwater PartnersMilwaukee, Wisconsin, United States, United States View → JD Jacob Derfel Jacob Derfel Colleague at Riverwater PartnersGreater Chicago Area, United States View → LG Lizzy Gauthier Lizzy Gauthier Colleague at Riverwater PartnersMilwaukee, Wisconsin, United States, United States View → CB Cindy Bohlen Cindy Bohlen Colleague at Riverwater PartnersMilwaukee, Wisconsin, United States, United States View →
2 education records

Connor Doak, Cfa education

Economics, Applied Math And Statistics

Macalester College

Activities and Societies: Macalester Investment Group, Fellowship of Christian Athletes, Mac Fishing Club, Football

Education record

Alleman High School

Activities and Societies: Sigma Alpha Delta (Students against destructive decisions), Student ambassadors, ICTM and WYSE academic teams.

FAQ

Frequently asked questions about Connor Doak, Cfa

Quick answers generated from the profile data available on this page.

What company does Connor Doak, Cfa work for?

Connor Doak, Cfa works for Riverwater Partners.

What is Connor Doak, Cfa's role at Riverwater Partners?

Connor Doak, Cfa is listed as Client Portfolio Manager at Riverwater Partners.

Where is Connor Doak, Cfa based?

Connor Doak, Cfa is based in Milwaukee, Wisconsin, United States while working with Riverwater Partners.

What companies has Connor Doak, Cfa worked for?

Connor Doak, Cfa has worked for Riverwater Partners, U.S. Bank, Macalester College, Modern Woodmen Of America, and Leonard Center - Student Employee.

Who are Connor Doak, Cfa's colleagues at Riverwater Partners?

Connor Doak, Cfa's colleagues at Riverwater Partners include Lori Gramins, Laura Peck, Brian G., Matt Drvaric, and Adam J. Peck, Cfa.

How can I contact Connor Doak, Cfa?

You can use AeroLeads to view verified contact signals for Connor Doak, Cfa at Riverwater Partners, including work email, phone, and LinkedIn data when available.

What schools did Connor Doak, Cfa attend?

Connor Doak, Cfa holds Economics, Applied Math And Statistics from Macalester College.

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