Conor Clark

Conor Clark, CFA, serves as Manager of Investment Research at Congress Wealth Management LLC in Richmond, VA, where he leads the investment team in research and portfolio strategy development. His key responsibilities include managing research initiatives, overseeing asset allocation, and supporting client investment decisions through analytical insights. Clark specializes in public and private markets, including equities, fixed income, and alternative investments, with a strategic focus on diversified portfolio construction and risk management for high-net-worth clients.

Prior to his current role, Clark built his expertise in investment research and advisory strategies, leveraging a strong background in institutional financial analysis. He brings experience in evaluating market trends and investment products, applying his skills to serve both individual and family office clients. His work emphasizes disciplined analysis across sectors such as technology, healthcare, real estate, and private equity, seeking opportunities for sustained growth and downside protection.

Clark holds a Bachelor of Science from the University of Richmond and is a Chartered Financial Analyst (CFA). His achievements in the investment industry include developing research frameworks that enhance client outcomes and contributing to thought leadership within his firm. He is recognized for his commitment to rigorous analysis and fiduciary standards, making significant contributions to investment strategy formulation and client education.