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.
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