Conor McDuffie

Conor McDuffie is an Investment Analyst at Drive Wealth Management, LLC, based in Lehi, Utah. He is responsible for supporting investment research, portfolio management, and financial planning services for a diverse client base, including individuals, small businesses, and institutional clients. His work involves analyzing market trends, evaluating investment opportunities, and assisting in the development of customized investment strategies tailored to clients’ financial goals.

McDuffie specializes in portfolio management across a range of asset classes, including equities, fixed income, and alternative investments. He has experience in financial planning, pension consulting, and manager selection, with a focus on serving high-net-worth individuals and charitable organizations. His expertise extends to both discretionary and non-discretionary investment advisory services, ensuring clients receive comprehensive and personalized guidance.

Prior to his current role, McDuffie served as an Associate Adviser at Drive Wealth Advisers, LLC, and completed an Audit Internship at Little & Associates. He holds a Bachelor of Business Administration in Accounting and Finance from the University of Louisiana Monroe and is registered to provide investment advisory services in Utah. McDuffie has passed the Series 65 regulatory exam and is recognized for his commitment to delivering data-driven investment solutions and supporting the firm’s growth in asset management.