Connor Smith

Client Associate, Analyst

Connor joined the Moldaver Lee Cohen Wealth Partners within the Rockefeller Global Family Office in June 2022 after graduating from the University of Notre Dame with a Bachelor’s Degree in Business Technology and a specialization in Information Technology, Analytics, and Operations. Aside from taking charge on the team’s email, web, and social media marketing, Connor works with his team to focus on all levels of wealth management to offer the firm’s clients specialized strategies for all asset classes, including cash, fixed income securities, equities, and alternative investments. He is committed to bringing a young, creative, and energetic approach to his clients now and in the future.

Connor previously spent the Summer of 2021 with Rockefeller Capital Management on the Northeast Operations team focusing on on-boarding, integration, and data analytics of Rockefeller’s teams. Before Rockefeller, he worked with private equity firm Wellspring Capital Management where he conducted research, built LBO models, and assisted in preparing investment committee memorandums. Connor grew up in Northern New Jersey and currently lives in Manhattan. He is passionate about Notre Dame, water polo, music, podcasts and skiing.