About
Andrew Willard is a Senior Equity Analyst at Conning in Hartford, CT, focused on conducting in-depth fundamental research and investment analysis to support the firm’s equity strategies. In this role, he contributes to security selection, portfolio construction, and sector allocation decisions within the equities team, helping drive investment performance for Conning’s institutional client base.
His expertise centers on the fundamental analysis of publicly traded equities, with a particular emphasis on the financials and insurance sectors, areas that align with Conning’s traditional sector strengths and its client portfolio needs. Previously, Andrew served as an Equity Analyst at Conning and was an Investment Research Analyst at Symmetry Partners, where he gained foundational experience across various asset classes and investment vehicles.
Andrew holds a Master of Risk Management and a Bachelor’s degree in Finance from the University of Connecticut, equipping him with a strong analytical background and a rigorous approach to risk assessment. His professional contributions are marked by a disciplined focus on research-driven security selection and a commitment to delivering value-added insights for institutional investors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Conning | Senior Equity Analyst | Feb 2024 to Present | — |
| Conning | Equity Analyst | Jul 2022 to Feb 2024 | — |
| Symmetry Partners, LLC | Investment Research Analyst | Jan 2021 to Jul 2022 | — |
| UConn Student Managed Fund | Manager | Sep 2019 to May 2020 | — |
| Raymond James | Intern | Sep 2017 to Jan 2018 | — |
Education
University of Connecticut
Master of Risk Management
2020 — 2021
University of Connecticut School of Business
Bachelor's degree, Finance, General
2016 — 2020
Skills & Expertise
Others at Conning Inc. (22)
| Name | Role | Location |
|---|---|---|
D Delando Clarke | Senior Associate | Hartford, CT , United States |
| Vice President, Investment Research | Hartford, CT , United States | |
| Vice President of Investment Systems | Longmeadow, MA , United States | |
| Vice President, Investment Applications | Hartford, CT , United States | |
| Vice President- Structured Product Trading | New York, NY , United States | |
K Karen Kelleher | Portfolio Manager | Hartford, CT , United States |
R Raymond Crosby | Vice President, Portfolio Management | Hartford, CT , United States |
| Head of Quantitative Research | New York, NY , United States | |
A Andrea Chang | Portfolio Manager | CT , United States |
| Senior Analyst | Hartford, CT , United States |