Jon Conner, Cfa, Caia
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Jon Conner, Cfa, Caia Email & Phone Number

Managing Director at Oakpoint Advisors
Location: San Francisco Bay Area, United States, United States 7 work roles 1 school
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Current company
Oakpoint Advisors
Role
Managing Director
Location
San Francisco Bay Area, United States, United States
Company size
45157 employees

Who is Jon Conner, Cfa, Caia? Overview

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Quick answer

Jon Conner, Cfa, Caia is listed as Managing Director at Oakpoint Advisors, a company with 45157 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Jon Conner, Cfa, Caia.

Jon Conner, Cfa, Caia previously worked as Director - International Equity Sales at Bank Of America and Managing Director - Portfolio Strategist at Guggenheim Partners. Jon Conner, Cfa, Caia holds Bachelor Of Arts - Ba, Rhetoric from University Of California, Berkeley.

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Oakpoint Advisors

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Profile bio

About Jon Conner, Cfa, Caia

I'm a trusted and strategic institutional sales person, able to communicate complex investment ideas, philosophies, and positioning clearly to external and internal audiences.I am known for my ability to identify key investors and stake holders and establish and deepen relationships through knowledge and trust.Above all, I possess the full suite of skills to assess products, services, and solutions that assist the investor in improving risk and or return profiles of their portfolios.email: jonkconner@gmail.comSpecialties:Asian Equities White Papers Asset Allocation Index Strategies Stock PickingAlternative Investments Final Presentations Public Speaking External CommunicationsFactSet Bloomberg Morningstar Performance AttributionStock Narratives Risk Attributes Cross Selling Prime Brokerage

Listed skills include Financial Advisory, Sales Force Development, Client Relationship Building, Public Speaking, and 34 others.

Current workplace

Jon Conner, Cfa, Caia's current company

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Oakpoint Advisors
Oakpoint Advisors
Managing Director
California, United States
Website
ml.com
Employees
45157
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Company profile
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7 roles · 32 years

Jon Conner, Cfa, Caia work experience

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

Director - International Equity Sales

Current
Bank Of America

San Francisco

Build and maintain strong relationships with key decisions makersDrive BofA Securities into McLagan West Coast Top 3 ranking Identify and deliver key investors during IPO process Consistent Top Performer in Trade Idea Systems

May 2011 - Present

Managing Director - Portfolio Strategist

Guggenheim Partners

As the managing director of RYDEX|SGI’s client portfolio management group, I managed a team of client portfolio managers in our ETF, alternatives and fundamental alpha strategies. I provided strategic guidance with respect to product development, distribution and sales positioning within the institutional and retail marketplace. In this role, I was also.

Jan 2009 - May 2011

Client Portfolio Manager

Guggenheim (Rydex Sgi)

Senior Investment AnalystResearched and recommended stocks in the Global Retail Trade and Services sector for our active Global Long Only and Long Short strategies.Acted as Client Portfolio manager marketing with institutional and retail sales teams introducing our philosophy and process to endowments, foundations, RIAs and financial advisors.

Jun 2007 - Jan 2009

Director

Credit Suisse

San Francisco, California

Private Banker

May 2003 - Jan 2007

Director

Credit Suisse

Hong Kong SAR

Institutional Equity Sales

Mar 2001 - Mar 2003

Vp

Ubs

Hong Kong SAR

Institutional Equity Sales

1994 - 1997 ~3 yrs
Team & coworkers

Colleagues at Oakpoint Advisors

Other employees you can reach at ml.com. View company contacts for 45157 employees →

TB Tricia Burkett Tricia Burkett Colleague at Oakpoint AdvisorsNew Orleans, Louisiana, United States, United States View → AA Ann Avesato Ann Avesato Colleague at Oakpoint AdvisorsNew City, New York, United States, United States View → MB Michael Bohannon Michael Bohannon Colleague at Oakpoint AdvisorsJacksonville, Florida, United States, United States View → AM Alicia Mcalister Alicia Mcalister Colleague at Oakpoint AdvisorsDallas-Fort Worth Metroplex, United States View → EL Elizabeth Leiva Elizabeth Leiva Colleague at Oakpoint AdvisorsKaty, Texas, United States, United States View → EA Eduardo Alaman Eduardo Alaman Colleague at Oakpoint AdvisorsHouston, Texas, United States, United States View → DS Diane Sullivan, Cfp® Diane Sullivan, Cfp® Colleague at Oakpoint AdvisorsCharlotte, North Carolina, United States, United States View → DD Diaz-Luna Daniel Diaz-Luna Daniel Colleague at Oakpoint AdvisorsMiami, Florida, United States, United States View → BK Bryan Krause Bryan Krause Colleague at Oakpoint AdvisorsChester Springs, Pennsylvania, United States, United States View → MR Murali Rajagopalan (Gopal), Cfa Murali Rajagopalan (Gopal), Cfa Colleague at Oakpoint AdvisorsChatham, New Jersey, United States, United States View →
1 education record

Jon Conner, Cfa, Caia education

FAQ

Frequently asked questions about Jon Conner, Cfa, Caia

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

What company does Jon Conner, Cfa, Caia work for?

Jon Conner, Cfa, Caia works for Oakpoint Advisors.

What is Jon Conner, Cfa, Caia's role at Oakpoint Advisors?

Jon Conner, Cfa, Caia is listed as Managing Director at Oakpoint Advisors.

Where is Jon Conner, Cfa, Caia based?

Jon Conner, Cfa, Caia is based in San Francisco Bay Area, United States, United States while working with Oakpoint Advisors.

What companies has Jon Conner, Cfa, Caia worked for?

Jon Conner, Cfa, Caia has worked for Oakpoint Advisors, Bank Of America, Guggenheim Partners, Guggenheim (Rydex Sgi), and Credit Suisse.

Who are Jon Conner, Cfa, Caia's colleagues at Oakpoint Advisors?

Jon Conner, Cfa, Caia's colleagues at Oakpoint Advisors include Tricia Burkett, Ann Avesato, Michael Bohannon, Alicia Mcalister, and Elizabeth Leiva.

How can I contact Jon Conner, Cfa, Caia?

You can use AeroLeads to view verified contact signals for Jon Conner, Cfa, Caia at Oakpoint Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jon Conner, Cfa, Caia attend?

Jon Conner, Cfa, Caia holds Bachelor Of Arts - Ba, Rhetoric from University Of California, Berkeley.

What skills is Jon Conner, Cfa, Caia known for?

Jon Conner, Cfa, Caia is listed with skills including Financial Advisory, Sales Force Development, Client Relationship Building, Public Speaking, International Sales, Valuation, Sales, and Portfolio Management.

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