Connor Chakeen

Fixed Income Trader

1000 followers

Houston, Texas, United States

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Timeline
About me
Capital Raising & Investor Relations Executive | Private Equity, Wealth Management & Alternative Investments | RIA & Family Office Partnerships
Education
- Fenwick High School
  -
- Kent State University
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  Kent State Geneva - International Trade- Geneva, Switzerland Semester
  http://www.kent.edu/Geneva
- Indiana University Bloomington
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  BA Economics
  Activities and Societies: Acacia Fraternity, Circle of Life Mini Marathon
Experience
- Traditum Group
  Jun 2007 - Apr 2009
  Fixed Income Trader
- M&N Trading
  May 2009 - Jan 2011
  Fixed Income Trader
- Principal Asset Management
  Apr 2011 - Apr 2024
  Led capital-raising efforts across all asset classes within Principal’s suite of mutual funds, ETFs, and separately managed accounts.Developed and maintained relationships with RIAs, financial advisors, and family offices managing private wealth.Provided investment insights and asset allocation strategies tailored to high-net-worth investors and institutions.Drove asset growth by aligning investment solutions with client objectives and market opportunities across multiple asset classes. Show less
  - Senior Director - Wealth Advisory, AIF®
    Oct 2014 - Apr 2024
  - Internal Regional Consultant
    Jan 2013 - Oct 2014
  - Wealth and Income Solutions Specialist
    May 2012 - Jan 2013
  - Individual Investor Specialist
    Apr 2011 - May 2012
- Independent
  Apr 2024 - now
  Investment & Capital Raising Professional | Financial & Alternative Investments
  Evaluated opportunities to join an established financial advisory practice, engaging in strategic planning and deal discussions.Advised on capital-raising strategies and investor engagement for potential investment opportunities.Conducted due diligence on private equity fundraising structures and alternative investment strategies.Currently reassessing opportunities in financial advisory, private equity fundraising, and capital markets.
Licenses & Certifications
- Accredited Investment Fiduciary® (AIF®)
  Center for Fiduciary Studies
- Series 66 - Uniform Combined State Law
  Financial Industry Regulatory Authority
  Dec 2012
- Series 7 - General Securities Registered Representative
  Financial Industry Regulatory Authority
  Jun 2012
- Series 6 - Investment Company and Variable Contracts
  Financial Industry Regulatory Authority
  May 2011
- Securities Industry Essentials (SIE)
  FINRA
  Oct 2018