Connor L.

Connor L. is a Senior Analyst at myCIO Wealth Partners, based in New York, NY, where he plays a key role in portfolio analysis, investment due diligence, and client reporting for high-net-worth individuals, families, and institutional clients. His responsibilities include supporting the firm’s advisors with detailed financial planning, monitoring asset allocations, and producing comprehensive investment performance reviews, with particular attention to alternative asset classes and multi-asset strategies.

Prior to joining myCIO Wealth Partners in 2024, Connor developed his analytical expertise as an Analyst at Stone Point Capital, a leading private equity investment firm. There, he focused on evaluating private market transactions, conducting in-depth industry research, and supporting deal execution processes across sectors such as financial services, insurance, and business services. Connor initially joined Stone Point Capital as a Summer Intern, further strengthening his foundation in private equity and institutional investing.

Connor holds a Bachelor of Science from Duke University and completed an exchange program at University College Dublin. His combined experience spans both public and private markets, with a concentration in financial services, alternatives, and client-focused investment advisory. He is recognized for his attention to detail and commitment to upholding the fiduciary standards of the independent advisory sector.