Conor Feldmann, CFA

Sr. Portfolio Manager & Shareholder

“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’s interest in investments started as a kid, picking stocks for his “paper portfolio” and tracking their performance in the newspaper with his grandpa. In the decades since his interest in the topic has only grown—trillions of dollars, millions of investors, each with varying strategies, objectives, and opinions, and countless data points trying to understand it all. Working directly with clients and on his blog, DemystifyingMarkets, Conor helps people cut through the “noise” of financial media to set them up for long-term success.

As much as Conor enjoys the sophisticated world of finance, he also appreciates the chance to unwind on his extended family’s farm in Kentucky. He loves spending time with his wife and two young kids, especially while cheering on their beloved Dayton Flyers.

Specialties: developing/managing custom investment strategies, making complex investing topics understandable, performing in-depth research


University of Dayton, BS, Accounting & Finance


Chartered Financial Analyst

Community Involvement (3)

  • The CFA Society of Cincinnati
  • Cincinnati USA Regional Chamber, Cincy Next
  • St. Joseph Home, Board Member

Interested in working with
our team?