Conor B. Maguire

Conor B. Maguire Email and Phone Number

Principal Wealth Advisor & Investment Strategist | J.D. @ Clarion Wealth Management Partners
Conor B. Maguire's Location
Washington, District of Columbia, United States, United States
Conor B. Maguire's Contact Details
About Conor B. Maguire

Wealth management professional focused on behavioral psychology and behavioral economics and their applications in personal finance. Favorite quotes: “The idea that the future is unpredictable is undermined every day by the ease with which the past is explained.”—Daniel Kahneman"The best ideas do not emerge within disciplines, they emerge at the intersections between them.”—Rory Sutherland “Changing your mind is one of the most difficult things we do. It is far easier to fool yourself into believing a falsehood than admit a mistake.”—Morgan Housel“Let our advance worrying become advance thinking and planning.”—Winston Churchill

Conor B. Maguire's Current Company Details
Clarion Wealth Management Partners

Clarion Wealth Management Partners

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Principal Wealth Advisor & Investment Strategist | J.D.
Conor B. Maguire Work Experience Details
  • Clarion Wealth Management Partners
    Financial Advisor
    Clarion Wealth Management Partners 2023 - Present
    Personalized Wealth ManagementI collaborate with clients to design and implement tailored wealth management strategies, ensuring each plan aligns with their financial goals, values, risk tolerance, and unique perspectives.Holistic Financial PlanningI provide a comprehensive suite of financial planning services, recognizing that human emotions and experiences are inherently intertwined with financial decisions.Transparent Client CollaborationCommitted to transparent and consistent communication, I foster partnerships where clients feel informed, heard, and emotionally secure in their financial journeys.Portfolio ManagementIn overseeing investment portfolios, I maintain a balanced focus on optimal asset allocation and risk management, emphasizing how clients' goals and values influence our investing approach.Behavioral FinanceI integrate principles of behavioral finance into all aspects of client assessments and strategic planning, enhancing both the emotional and financial well-being of my clients.
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  • Rmb Capital
    Wealth Manager
    Rmb Capital 2022 - Aug 2023
    Chicago, Illinois, Us
    At RMB Capital, I delivered financial solutions and personalized, family-office wealth management services to high-net-worth clients.Responsibilities:Client Relationship Management: Established and maintained robust relationships with clients, ensuring a comprehensive understanding of their financial goals, expectations, and concerns.Comprehensive Financial Planning: Provided wide-ranging financial planning services—including investment management, tax planning, estate planning, and risk management—to develop holistic and tailored financial strategies.Investment Strategy Development: Collaborated in creating and implementing bespoke investment strategies, aligning client portfolios with their specific objectives, risk tolerance, and future aspirations.Financial Analysis and Reporting: Conducted detailed financial analyses and generated timely, accurate content, offering clients clear insights into their financial standing and investment performance.Collaborative Approach: Worked closely with a team of chartered financial analysts to deliver innovative and comprehensive financial solutions addressing clients’ diverse portfolio and risk management needs.
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  • Brighton Jones
    Advisor
    Brighton Jones 2020 - 2022
    Seattle, Wa, Us
    In the role of Advisor at Brighton Jones, I delivered comprehensive wealth management solutions and personalized financial planning strategies to high-net-worth clients. My multifaceted responsibilities reflected the firm’s commitment to proactive, client-focused advisory services.Responsibilities:Client Relationship Management: Fostered and maintained strong relationships with clients, ensuring their financial goals and values were central to all planning and advisory services.Holistic Financial Planning: Delivered client-centric financial planning encompassing investment management, tax planning, estate planning, and risk management, optimizing every aspect of clients' financial lives.Investment Advisory: Assisted in developing and implementing tailored investment strategies, aligning client portfolios with their objectives, risk tolerance, and time horizon.Collaborative Team Environment: Worked collaboratively with a team of experts, leveraging diverse skill sets to provide comprehensive and customized financial solutions.Strategic Financial Guidance: Offered strategic financial guidance and insights, helping clients navigate the complexities of wealth management and achieve financial security.At Brighton Jones, I further refined my skills in client-centric wealth management and holistic financial planning. By contributing to a team known for its innovative and tailored approach, I helped clients achieve their financial goals while ensuring every aspect of their financial lives was thoughtfully managed and optimized.
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  • Cassaday & Company, Inc.
    Associate Advisor
    Cassaday & Company, Inc. 2018 - 2020
    Mclean, Va, Us
    At Cassaday & Company, I was a key member of the Founder and CEO's dedicated financial planning team, focusing on creating sophisticated analyses in retirement, estate, and tax planning for high-net-worth clients.Responsibilities:High-Level Financial Analyses: Conducted intricate analyses across various financial planning areas, ensuring clients' assets were optimally aligned with their financial goals and obligations.Investment Allocation Review: Evaluated investment allocations and prepared critical reports for the continuous management and adjustment of client portfolios to maximize returns and minimize risks.Wealth Management Services: Provided comprehensive wealth management services to high-net-worth households, creating and presenting personalized strategies tailored to each client's distinctive financial planning needs.Client Portfolio Management: Assisted in the ongoing management of client portfolios, ensuring investment allocations were congruent with clients' long-term financial objectives and risk tolerance.During my tenure at Cassaday & Company, I deepened my expertise in financial planning and wealth management, particularly in delivering customized solutions to high-net-worth clients. My contributions helped streamline investment and portfolio management processes, ensuring the consistent delivery of personalized wealth management services to meet the diverse and complex needs of our clientele.
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  • Nylife Securities Llc
    Advisor
    Nylife Securities Llc 2017 - 2018
    At New York Life, I completed a renowned training and professional development program, becoming a licensed producer and registered representative before transitioning to independent private wealth management.Responsibilities:Client Consultation: Engaged with clients to understand their financial aspirations and concerns, developing tailored financial plans to meet their unique needs and objectives.Financial Planning: Advised individuals and families on retirement planning, investment management, and insurance needs, ensuring their financial arrangements aligned with their long-term goals.Product Knowledge: Maintained a comprehensive understanding of various financial products and tools to provide the most relevant and beneficial solutions to clients.Regulatory Compliance: Ensured all client interactions and transactions adhered to industry standards and regulations.My tenure at New York Life was instrumental in developing my knowledge and skills in the financial services industry, laying a solid foundation for my transition into independent private wealth management. This experience equipped me to provide holistic and comprehensive financial services to meet the diverse needs of my clientele.
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  • Fahrenholz & Horrell Llp
    Law Clerk Associate
    Fahrenholz & Horrell Llp 2015 - 2017
    Providing comprehensive legal research and drafting services in a broad range of civil litigation matters in DC Superior Court, Prince George’s County Circuit Court, and U.S. District Court. Working in collaboration with clients, opposing counsel, judges, and clerks throughout litigation proceedings; assisting partners with depositions, interrogatories, and trial preparation; conducting client interviews, drafting legal arguments, and serving as second-chair to lead attorneys.Fahrenholz & Horrell LLP is a boutique civil-litigation law firm offering legal counsel and representation to individuals, families, and businesses in the Washington, D.C. Metropolitan area in matters of estate planning, probate, private and commercial property, breach of contract, and landlord-tenant law.
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  • Columbus Community Legal Services
    Student Attorney
    Columbus Community Legal Services 2014 - 2015
    Managed caseload in a range of civil matters, including estate planning, housing, consumer, family, employment and administrative law.Appointed to a leadership role in a joint litigation effort involving CCLS Civil Litigation Clinic and Howard University Legal clinic; helped lead a successful housing conditions class action lawsuit against a large residential property developer in Southeast Washington, DC.Responsibilities included conducting client interviews, coordinating with community organizers, inspecting public records, conducting legal research, and directing the development of case strategy.
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  • Rosenau Llp
    Summer Associate Law Clerk
    Rosenau Llp 2014 - 2014
    Supported the firm's partners and associates in areas of legal research and drafting for a range of civil litigation matters in DC Superior Court and served as second-chair in depositions and preliminary hearings in a clerical capacity. Additionally, served as the first point of contact for client communication and was responsible for the organization and management of case files and trial binders.Rosenau LLP was a boutique civil-litigation law firm, located near Logan Circle in Northwest DC, offering legal counsel and representation to individuals, families, and businesses in the Washington, DC Metropolitan area in matters of estate planning, probate, private and commercial property, breach of contract, personal injury, and landlord-tenant. The firm was purchased from its original founder in 2015. It is now entitled Fahrenholz & Horrell LLP and located near Dupont Circle.
  • Rainking Solutions
    Research And Policy Analyst
    Rainking Solutions 2013 - 2013
    Bethesda, Md, Us
    Leveraged various proprietary database applications to conduct initial screenings of potential resources for projects in the areas of networking, database development, and client services. Played an instrumental role in increasing the scope and quality of business-to-business client offerings.
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  • U.S. Department Of Commerce
    International Trade Administration, Summer Internship Program
    U.S. Department Of Commerce 2012 - 2012
    Washington, Dc, Us
    Responsibilities: Ensuring industry and other stakeholder input into domestic, and international policy development, assessment, and implementation; and advocating on behalf of American businesses to various international-trade-oriented media outlets.The International Trade Administration (ITA) strengthens the competitiveness of U.S. industry, promotes trade and investment, and ensures fair trade through the rigorous enforcement of our trade laws and agreements. ITA works to improve the global business environment and helps U.S. organizations compete at home and abroad.
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  • Uso
    Summer Internship
    Uso 2011 - 2011
    Arlington, Va, Us
    For over 77 years, the USO has been the nation’s leading organization to serve the men and women in the U.S. military, and their families, throughout their time in uniform. From the moment they join, through their assignments and deployments, and as they transition back to their communities, the USO is always by their side.Today’s USO continuously adapts to the needs of our men and women in uniform and their families, so they can focus on their very important mission. We operate USO centers at or near military installations across the United States and throughout the world, including in combat zones, and even un-staffed USO service sites in places too dangerous for anyone but combat troops to occupy.
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Conor B. Maguire Skills

Microsoft Office Microsoft Word Social Media Powerpoint Microsoft Excel Public Speaking Research Event Planning Team Leadership Access Editing Data Analysis Public Relations Event Management Teamwork Nonprofits Facebook Fundraising Social Networking Life Insurance Legal Writing Legal Research Civil Litigation Health Insurance Insurance Marketing Strategy Retirement Planning Financial Planning Financial Services Strategic Planning Asset Protection Small Business Investments Account Management Customer Relationship Management 401 Retirement Savings Plans Estate Planning Securities Disability Insurance Budgeting Client Services 401 Rollovers Wealth Preservation Planning Wealth Transfer Strategies Long Term Care Insurance Buy Sell Agreements Iras Tax Planning Education Funding Insurance Planning Supplements To Employee Benefits Personal Finance Wealth Accumulation Wealth Management Financial Research Salesforce.com Wealth Preservation

Conor B. Maguire Education Details

  • The Catholic University Of America, Columbus School Of Law
    The Catholic University Of America, Columbus School Of Law
    Doctor Of Law (J.D.)
  • George Mason University
    George Mason University
    Cfp® Board-Registered Program
  • The Catholic University Of America
    The Catholic University Of America
    Economics
  • St. Paul Vi Catholic High School
    St. Paul Vi Catholic High School

Frequently Asked Questions about Conor B. Maguire

What company does Conor B. Maguire work for?

Conor B. Maguire works for Clarion Wealth Management Partners

What is Conor B. Maguire's role at the current company?

Conor B. Maguire's current role is Principal Wealth Advisor & Investment Strategist | J.D..

What is Conor B. Maguire's email address?

Conor B. Maguire's email address is cm****@****ine.com

What schools did Conor B. Maguire attend?

Conor B. Maguire attended The Catholic University Of America, Columbus School Of Law, George Mason University, The Catholic University Of America, St. Paul Vi Catholic High School.

What skills is Conor B. Maguire known for?

Conor B. Maguire has skills like Microsoft Office, Microsoft Word, Social Media, Powerpoint, Microsoft Excel, Public Speaking, Research, Event Planning, Team Leadership, Access, Editing, Data Analysis.

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