Conor B. Gillen, CFA, CFP®

Portfolio Manager
Investment Advisor Representative


Conor B. Gillen joined Carswell Investments as a Portfolio Manager and Investment Advisor Representative in 2012. In addition to working closely with the firm’s Wealth Management, Institutional and Retirement Plan clients, Conor is responsible for the development, implementation and oversight of client investment portfolios. As a Certified Financial Planner, Conor provides creative solutions to assist clients with their financial planning needs.

Conor received a Bachelor of Science degree in Applied Economics and Management (AEM) from Cornell University in Ithaca, New York after graduating from Christian Brothers Academy in Syracuse, New York. Conor is a Chartered Financial Analyst (CFA®) charterholder and a Certified Financial Planner (CFP®) professional. Conor has been designated a Certified Insolvency and Restructuring Advisor (CIRA) by the Association of Insolvency and Restructuring Advisors.

CONTACT CONOR

(315) 295-1436

cgillen@carswellinvestments.com

CONNECT WITH CONOR