Connor Mckinney, CFA

Connor Mckinney, CFA

Sales and Trading Intern

Followers of Connor Mckinney, CFA846 followers
location of Connor Mckinney, CFANew York, New York, United States

Connect with Connor Mckinney, CFA to Send Message

Connect

Connect with Connor Mckinney, CFA to Send Message

Connect
  • Timeline

  • About me

    Executive Director, Banker at J.P. Morgan Private Bank

  • Education

    • Conestoga High School

      -

      Activities and Societies: Founding Member of the Varsity Squash Team

    • Pontifícia Universidade Católica de São Paulo / PUC-SP

      2012 - 2013
      Exchange Student International Affairs and Economics
    • The George Washington University

      2010 - 2014
      Bachelor of Arts (B.A.) International Affairs concentration in Latin America and double minor in Economics and Spanish
  • Experience

    • FBR

      Mar 2012 - May 2012
      Sales and Trading Intern
    • Brazil Desk - International Trade Administration - Department of Commerce

      Jun 2013 - Aug 2013
      Brazil Desk Intern
    • Itaú BBA

      Sept 2014 - Oct 2015
      Analyst
    • J.P. Morgan Private Bank

      Nov 2015 - now

      J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM). INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm . Show less

      • Executive Director, Banker

        Jan 2024 - now
      • Vice President

        Jan 2021 - Jan 2024
      • Associate

        Jul 2017 - Jan 2021
      • Analyst

        Nov 2015 - Jun 2017
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
    • Series 63

      NASAA
      Jan 2016
    • Series 7

      Financial Industry Regulatory Authority (FINRA)
      Dec 2015