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About
Conor Renn is a Portfolio Analyst and Trader at WBH Advisory, where he leverages his expertise in trading strategies and investment analysis to support the firm's portfolio management operations. Since joining WBH Advisory in 2022, Renn has contributed to the development and implementation of portfolio construction and execution strategies, serving institutional and private clients.
Prior to WBH Advisory, Conor held positions at Baldwin Investment Management, where he advanced from Investment Analyst and Trader to Equity Research Associate, gaining significant experience in securities analysis, equity research, and trade execution. Through these roles, he developed a strong foundation in equity markets, with a focus on public equities and portfolio risk management.
Conor holds a Bachelor’s Degree in Finance from Bloomsburg University of Pennsylvania and studied Business Administration and Management at Millersville University of Pennsylvania. His career reflects a strong commitment to quantitative analysis and client-focused investment solutions, making him an asset to WBH Advisory’s focus on equities and multi-asset portfolios.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| WBH Advisory | Portfolio Analyst and Trader | Jun 2022 to Present | — |
| Baldwin Investment Management | Equity Research Associate | Jan 2022 to May 2022 | — |
| Baldwin Investment Management | Investment Analyst and Trader | May 2015 to Jan 2022 | Equity Research • Researched investment opportunities in the industrial and financial sectors, handling a list of approximately 30 stocks, reporting material activity and developments to the Investmen... |
| Wawa, Inc. | Customer Service Associate | Jan 2012 to May 2015 | Facilitated daily operational activities such as monitoring the cash register, preparing food and coffee, expediting vendor check-ins, and performing store maintenance duties. Developed multitasking, ... |
Education
Bloomsburg University of Pennsylvania
Bachelor’s Degree, Finance, General
2012 — 2015
Millersville University of Pennsylvania
Business Administration and Management, General
2010 — 2011
Skills & Expertise
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