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Andrew Willard

Andrew Willard

Senior Equity Analyst at Conning Inc.

Hartford, CT , United States

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

OrganizationRoleDate RangeDetails
ConningSenior Equity AnalystFeb 2024 to Present
ConningEquity AnalystJul 2022 to Feb 2024
Symmetry Partners, LLCInvestment Research AnalystJan 2021 to Jul 2022
UConn Student Managed FundManagerSep 2019 to May 2020
Raymond JamesInternSep 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

Visual Basic for Applications (VBA)
Morningstar
Equity Research
Equity Valuation
Quantitative Research
Bloomberg Terminal
FactSet
Regression Analysis
Portfolio Analysis
Microsoft Office
Automation
Performance Reporting
Python (Programming Language)
Microsoft Excel
R (Programming Language)
Microsoft PowerPoint
Social Media
Time Management
Customer Service
Training

Others at Conning Inc. (22)

NameRoleLocation
D
Delando Clarke
Senior AssociateHartford, CT , United States
Eric Gallic
Eric Gallic
Vice President, Investment ResearchHartford, CT , United States
Eric Pahl
Eric Pahl
Vice President of Investment SystemsLongmeadow, MA , United States
Gautham Anam
Gautham Anam
Vice President, Investment ApplicationsHartford, CT , United States
Joseph Ryan
Joseph Ryan
Vice President- Structured Product TradingNew York, NY , United States
K
Karen Kelleher
Portfolio ManagerHartford, CT , United States
R
Raymond Crosby
Vice President, Portfolio ManagementHartford, CT , United States
Yaakov Landy
Yaakov Landy
Head of Quantitative ResearchNew York, NY , United States
A
Andrea Chang
Portfolio ManagerCT , United States
Anielia Piel
Anielia Piel
Senior AnalystHartford, CT , United States
Showing 1-10 of 22 team members