Connor Carpenter
Wealth Associate
As a Wealth Associate at Seventy2 Capital, Connor focuses on clear communication and client satisfaction, helping to ensure that clients receive quality service. Connor enables his financial advisors to focus on their client relationships by managing tasks such as opening accounts, trading, moving money, processing account maintenance requests, and preparing performance charts and market analyses. He strives to ensure the relationships built with clients are meaningful and beneficial in working towards their financial goals.
Prior to joining Seventy2 Capital full-time, Connor worked here as an intern, where he gained valuable knowledge and experience in the financial services industry through tasks such as assisting advisors with portfolio construction and analysis, equity research projects, and preparing investment portfolios. Additionally, he worked as a business banking intern with Eagle Bank, handling transactions such as transfers, deposits, and withdrawals; as well as helping managers with loan processing and payments.
Connor graduated from University of Maryland with a Bachelor’s degree in Finance. Outside of work, he enjoys running, fishing, playing and watching sports, and spending time with friends and family.