Meet Our Advisors

SAX_300x300_William-Connor-III

William Connor, CFA, CFP®

Partner, Wealth Advisor

Expertise: Risk Management, Investment Analysis, Portfolio Management

Education

  • Bachelor’s degree in Finance, James Madison University
  • Bachelor’s degree in Computer Information Systems, James Madison University
  • Certificate in Financial Planning, Georgetown University

Community

  • Member, New Jersey Society of Certified Public Accountants
  • Board Member, Former President, Fair Lawn Chamber of Commerce

Bill is a Partner and Wealth Advisor with over two decades of investment management and financial planning experience. Bill has a diversified skill set that focuses on risk management, investment analysis, and portfolio management. He works to develop comprehensive goal-based financial plans, including retirement, estate, tax, and concentrated equity planning. Bill has experience with private alternative investments, including hedge funds, private equity and Real Estate. Bill works in SAX’s New York office, serving the needs of affluent domestic and international families.

Bill holds the Chartered Financial Analyst (CFA) and the Certified Financial Planner® (CFP®) designations. He is a member of the CFA Society of New York and the Estate Planning Council (EPCNYC) of New York. Bill graduated from James Madison University with a double major in Finance and Computer Information Systems. Post-graduation, he enrolled in Georgetown University’s financial planning course and earned a Certificate in Financial Planning.

Bill resides in NYC with his family.

Awards & Honors

  • Graduate, BERGEN LEADS project
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