Connor Newlin

Investment Officer

Mr. Connor Newlin joined the firm in 2019. As an Investment Officer, Connor maintains client advisory and trust portfolio accounts with an emphasis on service and client relationships.

Contact

484.253.6384

FINRA’s Brokercheck

Certifications & Education

B.A., Ursinus College
FINRA Series 7

Previous Experience

Shared Services Specialist

The Haverford Trust Company
Mutual Fund Control Analyst Level II

SEI

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