How A Top Advisor’s Passion For Baseball Stats Turned Into A Wealth Management Career

  • 📰 Forbes
  • ⏱ Reading Time:
  • 30 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 15%
  • Publisher: 53%

Education Education Headlines News

Education Education Latest News,Education Education Headlines

How a top advisor’s passion for baseball stats turned into a wealth management career:

talking about baseball. At one point, Fern, a financial advisor himself, suggested Conner’s love for baseball statistics could help him with a future career in finance.University of Southern California Marshall School of Business,

Conner first joined the firm as a research analyst and climbed the ranks to become director of research and is now president. Churchill Management Group, founded in 1963, now manages $6 billion in assets for 6,500 clients. Potential clients must have at least $750,000 in investable assets to join the firm.

“We are known as a place that is tactical and careful. In this market, the statistics say that the average investor is dialing back, and that is our client: happy to get returns, and more nervous about it going away with no ability to get it back,” Conner added.

 

Thank you for your comment. Your comment will be published after being reviewed.
Please try again later.
We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

 /  🏆 394. in EDUCATİON

Education Education Latest News, Education Education Headlines