Connor Mackenzie
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Connor Mackenzie Email & Phone Number

Associate Portfolio Manager at Financial Alternatives, Inc.
Location: Newton, Massachusetts, United States 5 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Financial Alternatives, Inc.
Role
Associate Portfolio Manager
Location
Newton, Massachusetts, United States
Company size
13 employees

Who is Connor Mackenzie? Overview

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Quick answer

Connor Mackenzie is listed as Associate Portfolio Manager at Financial Alternatives, Inc., a with 13 employees, based in Newton, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Connor Mackenzie.

Connor Mackenzie previously worked as Business Advisors Intern at Twelve Points Wealth Management and Treasurer at Pi Kappa Alpha International Fraternity. Connor Mackenzie holds Bachelor Of Science - Bs, Economics, Senior from Uc San Diego.

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Financial Alternatives, Inc.

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Profile bio

About Connor Mackenzie

Fourth-year Economics student at UC San Diego with strong Excel expertise and a passion for leveraging AI to streamline financial workflows. I’m focused on making processes faster, smarter, and more efficient through tech-driven solutions.

Current workplace

Connor Mackenzie's current company

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Financial Alternatives, Inc.
Financial Alternatives, Inc.
Associate Portfolio Manager
Del Mar, CA, US
Website
financialalternatives.com
Employees
13
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5 roles

Connor Mackenzie work experience

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Lifeguard

Newton Parks And Recreation

Newton, Massachusetts, United States

Jun 2018 - Nov 2022
Team & coworkers

Colleagues at Financial Alternatives, Inc.

Other employees you can reach at financialalternatives.com. View company contacts for 13 employees →

MR Mary Rose Schwartz Mary Rose Schwartz Colleague at Financial Alternatives, Inc.San Diego County, California, United States View → DR Damon Robertson Damon Robertson Colleague at Financial Alternatives, Inc.Cardiff-By-The-Sea, California, United States View → EL Ellen Li, Cfp® Ellen Li, Cfp® Colleague at Financial Alternatives, Inc.San Diego County, California, United States View → AB Adrienne B. Adrienne B. Colleague at Financial Alternatives, Inc.Solana Beach, California, United States View → AH Andrew Hoffarth, Cfp® Andrew Hoffarth, Cfp® Colleague at Financial Alternatives, Inc.Nashville Metropolitan Area, United States View → MM Marilynn Miller Marilynn Miller Colleague at Financial Alternatives, Inc.Houston, Texas, United States View → YS Yasbeth S. Yasbeth S. Colleague at Financial Alternatives, Inc.National City, California, United States View → CJ Chris Jaccard, Cfp®, Cfa Chris Jaccard, Cfp®, Cfa Colleague at Financial Alternatives, Inc.San Diego County, California, United States View → JA Jo Ann Dobscha Jo Ann Dobscha Colleague at Financial Alternatives, Inc.Hot Springs Village, Arkansas, United States View → VL Vilius Lakstutis Vilius Lakstutis Colleague at Financial Alternatives, Inc.San Diego, California, United States View →
1 education record

Connor Mackenzie education

FAQ

Frequently asked questions about Connor Mackenzie

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

What company does Connor Mackenzie work for?

Connor Mackenzie works for Financial Alternatives, Inc..

What is Connor Mackenzie's role at Financial Alternatives, Inc.?

Connor Mackenzie is listed as Associate Portfolio Manager at Financial Alternatives, Inc..

Where is Connor Mackenzie based?

Connor Mackenzie is based in Newton, Massachusetts, United States while working with Financial Alternatives, Inc..

What companies has Connor Mackenzie worked for?

Connor Mackenzie has worked for Financial Alternatives, Inc., Twelve Points Wealth Management, Pi Kappa Alpha International Fraternity, and Newton Parks And Recreation.

Who are Connor Mackenzie's colleagues at Financial Alternatives, Inc.?

Connor Mackenzie's colleagues at Financial Alternatives, Inc. include Mary Rose Schwartz, Damon Robertson, Ellen Li, Cfp®, Adrienne B., and Andrew Hoffarth, Cfp®.

How can I contact Connor Mackenzie?

You can use AeroLeads to view verified contact signals for Connor Mackenzie at Financial Alternatives, Inc., including work email, phone, and LinkedIn data when available.

What schools did Connor Mackenzie attend?

Connor Mackenzie holds Bachelor Of Science - Bs, Economics, Senior from Uc San Diego.

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