Bill Connor

Bill Connor, CFA, CFP®, is a Partner and Wealth Advisor at Sax Wealth Advisors, LLC, based in New York City. He brings over 20 years of experience in investment management, financial planning, and risk management, serving the sophisticated needs of affluent individuals and families. At Sax, Bill develops comprehensive, goal-based financial plans addressing retirement, estate, tax, and concentrated equity strategies, with a focus on both domestic and international clients.

Bill has specialized expertise across a range of asset classes, including private alternative investments such as hedge funds, private equity, and real estate. He frequently advises on complex topics like Qualified Small Business Stock (QSBS), integrating advanced tax planning with portfolio construction for clients with substantial and concentrated holdings. His investment analysis and portfolio management skills are trusted by clients seeking to balance growth with sophisticated risk mitigation.

Before joining Sax in 2024, Bill was a Partner and Managing Director at BakerAvenue Wealth Management for over a decade. He holds a Bachelor of Business Administration in Computer Information Systems, Business Administration, and Finance from James Madison University, as well as a Certificate in Financial Planning from Georgetown University. Bill is an active member of the CFA Society of New York and the Estate Planning Council of New York, reflecting his ongoing contributions to best practices and thought leadership in the investment advisory space.