Profile
Mr. Joseph Connolly, CFA, is a Junior Portfolio Manager at Lenox Wealth Advisors LLC.
Mr. Connolly is responsible for on-boarding new clients and reviewing clients’ asset allocations, market/security research, and conducting manager due diligence.
His role is to help clients meet their risk and return objectives by maintaining proper asset allocation targets within portfolios.
He was employed at U.S.
Trust, where he built and maintained portfolios for ultra-high net worth clients.
Mr. Connolly earned a Bachelor of Arts in Economics from Boston College, and holds the Chartered Financial Analyst designation.
Former positions of Joseph Connolly
| Companies | Position | End |
|---|---|---|
Lenox Wealth Advisors LLC
 Lenox Wealth Advisors LLC Investment ManagersFinance Lenox Wealth Advisors, Inc. (LWA) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of LWA Holdings LLC, ultimately held by NFP Holdings LLC. LWA offers investment and financial planning advice to individuals, families, trusts, not-for-profit organizations, and corporate/entity clients. | Analyst-Equity | 2021-12-31 |
Training of Joseph Connolly
| Boston College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 1 |
|---|---|
Lenox Wealth Advisors LLC
Lenox Wealth Advisors LLC Investment ManagersFinance Lenox Wealth Advisors, Inc. (LWA) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of LWA Holdings LLC, ultimately held by NFP Holdings LLC. LWA offers investment and financial planning advice to individuals, families, trusts, not-for-profit organizations, and corporate/entity clients. | Finance |
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