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DC

Daniel Conners

Partner at Alphacore Capital LLC

San Diego, CA , United States

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

OrganizationRoleDate RangeDetails
AlphaCore Wealth AdvisoryPartnerDec 2024 to Present
enTrust Wealth AdvisorsManaging Partner and Wealth Advisor and FiduciaryOct 2018 to Jan 2025
UBSSenior Vice President - Wealth Advisor and Senior Portfolio ManagerNov 2008 to Oct 2018
Morgan StanleySenior Vice President - Portfolio Manager and Wealth AdvisorJan 2003 to Jan 2008
Conners Capital ManagementCEO, Portfolio Manager and Wealth AdvisorJan 1997 to Jan 2003
Prudential SecuritiesSenior Vice President - Portfolio Manager- Wealth AdvisorJan 1994 to Jan 1997
Lehman BrothersSenior Vice PresidentJan 1983 to Jan 1994
Fixed Income/ Corporate Services Group

Education

University of San Diego

1979 1983

Others at Alphacore Capital LLC (5)

NameRoleLocation
D
David Adams
Senior TraderSan Diego, CA , United States
Madeline Hume
Madeline Hume
Senior Research AnalystSan Diego, CA , United States
Ryan Callan
Ryan Callan
PartnerCA , United States
M
Michael Iheme
Associate Portfolio ManagerTX , United States
M
Mike I.
Associate Portfolio ManagerTX , United States

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