Profil
Mr. Conor Feldmann, CFA, is a Senior Portfolio Manager at Truepoint, Inc. He develops customized investment strategies to help clients achieve their long-term goals and then implements those strategies as he manages these portfolios from day-to-day.
He has experience in data-driven research and analysis, investment strategy, portfolio management.
Prior to joining Truepoint, Mr. Feldmann worked as a Senior Analyst with Cardinal Health.
He earned a bachelor’s degree in business administration at the University of Dayton and holds the Chartered Financial Analyst (CFA) designation.
He concentrated in both accounting and finance and graduated magna cum laude as a member of the Beta Gamma Sigma honor society.
Aktive Positionen von Conor Feldmann
| Unternehmen | Position | Beginn |
|---|---|---|
Truepoint, Inc.
 Truepoint, Inc. Investment ManagersFinance Truepoint, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by Michael J. Chasnoff in 1990. Truepoint offers wealth management and financial advisory services to individuals (mass affluent to high-net worth), families, trusts and institutional relationships (corporations, foundations and qualified plans). | Analyst-Equity | 01.12.2016 |
Ausbildung von Conor Feldmann
| University of Dayton | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
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Herr
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Truepoint, Inc.
Truepoint, Inc. Investment ManagersFinance Truepoint, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by Michael J. Chasnoff in 1990. Truepoint offers wealth management and financial advisory services to individuals (mass affluent to high-net worth), families, trusts and institutional relationships (corporations, foundations and qualified plans). | Finance |
