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About
Daniel A. Conners is a Senior Wealth Advisor and Partner at AlphaCore Wealth Advisory, based in San Diego, CA. With over 42 years of experience in wealth management, he recently joined AlphaCore following the firm's strategic merger with enTrust Wealth Advisors, which he co-founded and where he served as Managing Partner. At AlphaCore, he focuses on providing comprehensive, client-centric financial planning and investment advisory services for high-net-worth and ultra-high-net-worth individuals, families, and entrepreneurs.
Conners has deep expertise in simplifying financial complexities and delivering tailored wealth management solutions, spanning multi-asset portfolios, financial planning, and private wealth strategies. His practice emphasizes personalized asset allocation, risk management, and holistic advisory for generational wealth preservation and growth, drawing on significant experience with both traditional and alternative investments serving affluent clients in diverse industries.
He began his distinguished career as Senior Vice President, Wealth Advisor and Senior Portfolio Manager at UBS, prior to founding enTrust Wealth Advisors. Conners holds a degree from the University of San Diego and is recognized for his dedication to fiduciary standards, innovation in advisory practice, and long-standing contributions to the investment management industry in Southern California.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| AlphaCore Wealth Advisory | Partner | Dec 2024 to Present | — |
| enTrust Wealth Advisors | Managing Partner and Wealth Advisor and Fiduciary | Oct 2018 to Jan 2025 | — |
| UBS | Senior Vice President - Wealth Advisor and Senior Portfolio Manager | Nov 2008 to Oct 2018 | — |
| Morgan Stanley | Senior Vice President - Portfolio Manager and Wealth Advisor | Jan 2003 to Jan 2008 | — |
| Conners Capital Management | CEO, Portfolio Manager and Wealth Advisor | Jan 1997 to Jan 2003 | — |
| Prudential Securities | Senior Vice President - Portfolio Manager- Wealth Advisor | Jan 1994 to Jan 1997 | — |
| Lehman Brothers | Senior Vice President | Jan 1983 to Jan 1994 | Fixed Income/ Corporate Services Group |
Education
University of San Diego
1979 — 1983
Others at Alphacore Capital LLC (5)
| Name | Role | Location |
|---|---|---|
D David Adams | Senior Trader | San Diego, CA , United States |
| Senior Research Analyst | San Diego, CA , United States | |
| Partner | CA , United States | |
M Michael Iheme | Associate Portfolio Manager | TX , United States |
M Mike I. | Associate Portfolio Manager | TX , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Principal | Osborne Partners Capital Management, LLC | San Francisco, CA , United States | |
| Investment Analyst | Osborne Partners Capital Management, LLC | San Francisco, CA , United States |