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Henry Conlon
Gestore di Portafoglio-Azioni presso
Creative Planning LLC
Profilo
Mr. Henry P.
Conlon is a Partner & Wealth Manager at Creative Planning LLC.
Prior to joining Creative Planning, Henry worked at a major national financial services firm in a variety of capacities.
In his most recent Vice President Branch Office Manager role, he worked with clients serving their investment and financial needs.
He also has vast experience serving as the Regional Vice President of Insurance and Regional Planning Consultant, where his responsibilities included serving as a subject matter expert to advisors on insurance and financial planning topics, developing financial plans for high-net-worth clients, shaping advanced financial concepts training and delivering presentations on various investment themes.
He received his undergraduate degree from the University College Dublin.
Posizioni attive di Henry Conlon
| Società | Posizione | Inizio |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Gestore di Portafoglio-Azioni | 01/07/2014 |
Formazione di Henry Conlon
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
90
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
University College Dublin
 University College Dublin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Finance |
