Partners
Rory O’Conner
Rory performed his undergraduate studies at Mercyhurst College in Erie, PA while on an academic and athletic (lacrosse) scholarship. He was awarded the distinction of Delta Mu Delta from the National Honors Society for academic achievement in Business Administration. Rory was also a member of the Dean’s List in all 4 years of his undergraduate studies.
Committed to furthering his skills through education, Rory has completed the Professional Financial Planners (PFP) course, Advanced Derivatives Training and Level 1 for the Chartered Financial Analyst (CFA) designation. He is also a proud
member of the Investment Management Consultants Association (IMCA).
Rory is a contributing writer of the Advisor’s Edge Report (Rogers Media), Beyond Numbers (Institute of Chartered Accountants of BC Magazine) and Good Life Connoisseur. Rory has maintained his ties to the Lacrosse community over the years, coaching kids at various levels. In his spare time, Rory takes full advantage of all that the West Coast has to offer. Rory is an avid mountain biker, and once the snow starts to fall, he is quick to switch to downhill skiing. To stay fit and injury free, Pilates is his go to discipline.
