Connor Shepard Fleming
Analyst-Equity bij Stonebridge Advisors LLC
Profiel
Mr. Connor S.
Fleming, CFA, is a Vice President & Senior Analyst at Stonebridge Advisors LLC.
He primarily covers domestic banks and REITs, and has also covered Energy and TMT for the firm in the past.
In addition to credit, Mr. Fleming supports the portfolio management process through analysis on the impact of regulatory and legal changes, and relative value.
Mr. Fleming has over 11 years of research, trading, investment and compliance experience.
Prior to working as an Analyst, Mr. Fleming was a trader for Stonebridge SMA accounts at the firm.
Before joining Stonebridge in 2014, Mr. Fleming was a Financial Data Analyst at Financial Tracking Technologies LLC, a company that provides compliance oversight solutions to the financial services industry.
He received his B.S.
in Accounting from Fairfield University in 2012, and holds the CFA and CIPM designations, both awarded by CFA Institute.
Actieve functies van Connor Shepard Fleming
| Bedrijven | Functie | Begin |
|---|---|---|
Stonebridge Advisors LLC
 Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | Analyst-Equity | 01-01-2019 |
Eerdere bekende functies van Connor Shepard Fleming
| Bedrijven | Functie | Einde |
|---|---|---|
Chapter Two Technologies LLC
 Chapter Two Technologies LLC Investment Banks/BrokersFinance Chapter Two Technologies LLC provides compliance software solutions for the financial industry. It offers Employee TradeSphere that provides total compliance workflow for employees. The company was founded by Walter Anthony Turner in 1999 and is headquartered in Riverside, CT. | Corporate Officer/Principal | 01-01-2015 |
Opleiding van Connor Shepard Fleming
| Fairfield University | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | Finance |
Chapter Two Technologies LLC
Chapter Two Technologies LLC Investment Banks/BrokersFinance Chapter Two Technologies LLC provides compliance software solutions for the financial industry. It offers Employee TradeSphere that provides total compliance workflow for employees. The company was founded by Walter Anthony Turner in 1999 and is headquartered in Riverside, CT. | Finance |
