Conor Wolchesky

Conor Wolchesky

Vice President, Client Administrative Manager

Conor serves as Vice President and Client Administrative Manager. Formerly with Morgan Stanley Conor is a performance driven professional who helps maintain our clients review process. His responsibilities include preparation of client reviews, processing service request, and extensive operational support. He is Series 7 (General Securities Representative) licensed.

Conor graduated from the George Washington University with a B.B.A degree majoring in Finance. He is a native of Pomfret, CT and has been living in the Washington, D.C. area for the past six years. He enjoys playing squash and exploring the local area’s golf courses in his free time.