Connor R. O’Brien

Trust Investment Officer 920.967.5026

Connor O’Brien joined Legacy in 2021 as a Trust Investment Officer. Prior to joining our team, Connor spent five years as a Portfolio Manager at a large regional bank where he engaged in discussions with clients to decide appropriate asset allocations, tactical portfolio adjustments, and security selection. At the same time, Connor also served as a Portfolio Manager on the Associated Equity Income Fund. Connor graduated from the University of Wisconsin – Madison in 2014, and holds the Chartered Financial Analyst (CFA) designation.

At Legacy, as a member of the investment team, Connor will be responsible for managing client portfolios in accordance with Legacy’s market assumptions as well as engaging in business development opportunities.

Outside of work, Connor is a lifelong hockey player, and in the winter, you’re likely to find him at an ice rink playing men’s league or pickup hockey. In the summer, you’ll probably find him on the golf course. During the other months of the year, Connor and his wife enjoy live music and often attend local music events such as Mile of Music as well as concerts from major touring musicians. Recently, Connor and his wife welcomed their first child, and are very excited for this new change in their lives.