View in portrait for best experience

Conner Harrison

Advisor

CPA

Moneta Advisor Conner Harrison uses his extensive accounting background as a CPA to help clients from a tax perspective. His goal is to provide personalized service and improve their financial situation through strategic tax planning and advice. He is developing his own style of investment planning and advice while being mindful of the different ways the tax code can benefit clients.  

Conner joined Moneta because he wanted to transition from auditing publicly traded companies to servicing individuals. While auditing was interesting work, he found a greater passion in helping individuals improve their financial situation. He identified Moneta as a highly respected company with qualified individuals at all levels, being particularly drawn to the leadership of Tasha Borglum and her outstanding team.

Conner earned his Bachelor of Science in Managerial Accounting with a Minor in Finance from Spring Hill College. He earned his Master of Accounting from St. Louis University. 

Away from work, Conner enjoys playing tennis and sand volleyball, coaching baseball, watching sports, trying new restaurants, and spending time with his dog Deebo at the park. 

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

October 1, 2025

ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...

Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

September 11, 2025

Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

Monthly Recap – August 2025

Monthly Recap – August 2025

September 5, 2025

August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...

VIEW ALL ARTICLES

Let’s make every moment count together…