Connor Newlin

Connor Newlin

Shared Services Specialist

Mr. Connor Newlin joined the firm in 2019. As a Shared Services Specialist, Connor assists the Client Service teams in the administration of advisory and trust accounts to ensure client satisfaction is recognized across all levels of service.

Contact Information

484.253.6302

To protect your privacy, please do not include any non-public personal information on this contact form. If you correspond with us via the internet, we cannot guarantee the security of information you provide.

Certifications & Education

B.A., Ursinus College

Previous Experience

Mutual Fund Control Analyst Level II
SEI

Shared Services Team

Nicholas Bryers

Shared Services Manager
610.995.8718

Holly Palermo

Shared Services Specialist & Office Manager
610.995.8738

Maureen Stirling

Shared Services Specialist
610.293.7213

Connor Newlin

Connor Newlin

Shared Services Specialist
484.253.6302

Alexandre de Andrade Basso

Shared Services Assistant
484.253.6289