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Conor Feldmann, CFA

Portfolio Manager

“I especially value the supportive and innovative environment fostered at Truepoint. We look at everything through the lens of how it could benefit our clients, so if there is an idea or new analytical tool that might improve our clients’ experience, we’re encouraged to research it further.”

Conor’s Story

Conor develops customized investment strategies to help clients achieve their long-term goals and then implements those strategies as he manages these portfolios from day-to-day. He enjoys helping people cut through the “noise” generated by the financial media in order to identify the tried-and-true principles that will set them up for long-term success. In his view, the market is one of the most dynamic and compelling topics in the world—the trillions of dollars, millions of investors, each with varying strategies, objectives, and opinions, and the countless data points trying to understand it all. He is grateful that his profession affords him the opportunity to keep learning every day.

As much as Conor enjoys the sophisticated world of finance, he also appreciates the chance to unwind on the Kentucky farm that his family has owned for generations. He looks forward to sharing the traditions there with his young son, and he enjoys spending down time with his wife, especially to cheer on their beloved Dayton Flyers. 


Specialties: data-driven research and analysis, investment strategy, portfolio management, writing about complex investing topics in a jargon-free understandable way

Education

University of Dayton, BS, Accounting & Finance

Designations

Chartered Financial Analyst

Community Involvement (2)

  • The CFA Society of Cincinnati
  • Cincinnati USA Regional Chamber, Cincy Next

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