Monthly Recap – November 2024
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
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.
Dive into the latest insights from our expert team with our personal touch.
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
November 20, 2024
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...
November 13, 2024
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...