Connor BensonConnor BensonInvestment Associate
About Connor
Connor Benson is an Investment Associate with J.P. Morgan Wealth Management. As a member of The Burns Troop Team at J.P. Morgan Wealth Management, Connor provides trading, settlement, and operations support for institutional and high net-worth clients. Connor’s responsibilities include trade execution, team operations, market research, and business development to reinforce the team’s daily functions and business model. He recognizes the importance of his role as a liaison between The Burns Troop Team clients and JP Morgan’s vast resources. Connor graduated from the C.T. Bauer College of Business at the University of Houston with honors, earning a degree in Finance and a certificate in Personal Financial Planning. Prior to joining the team, Connor obtained over 6 years of experience in the financial services industry. He began his career in 2015 at Merrill Lynch Wealth Management as a Client Associate. Connor then joined McGriff Insurance (F/K/A Regions Bank – Insurance) in 2016. While at McGriff, he held multiple roles including, Account Executive and Consultant where he delivered corporate benefits and risk management solutions to Regions and BB&T bank clients. In 2019, Connor joined BBVA USA as a Business Analyst in the Registered Investment Advisory, providing trading and operations support for portfolio advisory clients. Connor currently resides in Dallas and enjoys Dallas/Houston sporting events, fitness, and playing basketball. He is involved with several local charities Texas Muscular Dystrophy Association and Habitat for Humanity. He holds FINRA Series 7 and 66 licenses.
Insights
Today’s U.S. real estate dilemma: Buy, build, sell now—or wait?
September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read Now
Big market swings are tough, but staying invested is crucial
September 15, 2022Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm.Read Now
Market Thoughts: Today’s key investor question is, “What’s in the price?”
September 14, 2022A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fed to keep fighting.Read Now
10 tips to help you make the most of your 2022 year-end planning
September 13, 2022This year, you’ll want to start getting your financial house in order as early in the fall as possible.Read Now
So long, summer
August 31, 2022Summer wasn’t exactly hunky dory for markets, but was it as bad as many investors expected it to be?Read Now
What to expect from Jackson Hole
August 24, 2022We don’t expect a major “pivot,” but Jerome Powell could offer insight on three questions.Read Now
What the Inflation Reduction Act could mean for the economy
August 18, 2022Sustainable goals should get a boost, but will the new law meaningfully curb inflation? Probably not.Read Now
Three ways you can help your teenager make the most of a new school year
August 18, 2022It’s not too soon to plan. Start by helping your student articulate their goals for the year.Read Now
Retirement planning? Even multimillionaires can run out of money
August 18, 2022Spending a standard 4% annually might put your portfolio at risk, given the prospect of lower investment returns and higher inflation.Read NowToday’s U.S. real estate dilemma: Buy, build, sell now—or wait?
September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read NowBig market swings are tough, but staying invested is crucial
September 15, 2022Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm.Read NowMarket Thoughts: Today’s key investor question is, “What’s in the price?”
September 14, 2022A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fed to keep fighting.Read Now10 tips to help you make the most of your 2022 year-end planning
September 13, 2022This year, you’ll want to start getting your financial house in order as early in the fall as possible.Read NowSo long, summer
August 31, 2022Summer wasn’t exactly hunky dory for markets, but was it as bad as many investors expected it to be?Read NowWhat to expect from Jackson Hole
August 24, 2022We don’t expect a major “pivot,” but Jerome Powell could offer insight on three questions.Read NowWhat the Inflation Reduction Act could mean for the economy
August 18, 2022Sustainable goals should get a boost, but will the new law meaningfully curb inflation? Probably not.Read NowThree ways you can help your teenager make the most of a new school year
August 18, 2022It’s not too soon to plan. Start by helping your student articulate their goals for the year.Read NowRetirement planning? Even multimillionaires can run out of money
August 18, 2022Spending a standard 4% annually might put your portfolio at risk, given the prospect of lower investment returns and higher inflation.Read Now