Connor joins Live Oak Private Wealth with more than 20 years of experience in investment management and brings a focused expertise in options trading. He previously served as a senior relationship and portfolio manager for a large regional brokerage and investment banking firm. In that role, he worked closely with individuals, foundations, non-profit organizations and corporations to develop and improve their investment management process. Connor is a graduate of Denison College. When he’s not hard at work, Connor enjoys spending time with his wife and their three daughters.