“Truepoint’s disciplined investment philosophy and client-first approach, carried out by an agile team of enthusiastic team members, really makes the company unique. The opportunity to join a fast-paced team and have meaningful daily work helping people achieve their financial goals made Truepoint a perfect fit for me.”
Conor Feldmann joined the investment team where his role includes implementing investment strategies, rebalancing portfolios and assisting with investment operations. “Truepoint’s transparent, rules-based approach to investing inspires confidence. We believe that our process leads to financial security and long-term results for our clients, which gives me a distinct sense of fulfillment.”
Conor earned a bachelor’s degree in business administration at the University of Dayton and holds the Chartered Financial Analyst (CFA) designation. He concentrated in both accounting and finance and graduated magna cum laude as a member of the Beta Gamma Sigma honor society. Prior to joining Truepoint, Conor worked as a senior analyst with Cardinal Health.
An avid fan of the University of Dayton basketball team, Conor likes to play basketball recreationally and also enjoys sand volleyball. While not working, he enjoys weekend trips to his family’s farm in Kentucky.