2013 - Present
Adirondack Trust Co.
I spearheaded an ongoing project to introduce a new product targeted toward engaging Millennial and Gen Z customers. My regular duties included macroeconomic, market, and individual equity research with Bloomberg Terminal and Morningstar; preparing materials for and participating in weekly investment meetings; and constructing model portfolios in accordance with different client objectives under the SRI umbrella.
I previously served as the principal Historical Archivist and during this period I designed, initiated, and executed a comprehensive organizational update for the entire archive. I was responsible for researching and implementing improved preservation methods for numerous historical artifacts.
I began my finance career as a floating teller in 2013, where I was commended for excellent customer service and developed a talent for discretion and tact when dealing with sensitive financial discussions.
2016 - 2017
Getty Research Institute
I collaborated on strategy for consolidating and streamlining user access to the Getty Research Institute’s collection of 1.2 million artifacts. I also marketed and promoted the Bouchardon and His Contemporaries Symposium.
Petersen Automotive Museum
I am a bit of a gear head and this internship was definitely a passion project. I led a comprehensive data collection project for the museum’s collection of 285 priceless automobiles. I collaborated with resident mechanics and archivists to document the unique technical data for each automobile. Plus I got to sit in some of the most iconic cars of all time (nbd).
I graduated from UCLA in 2017 with a B.A. in History and Russian Studies and I am currently studying for my CFP through Boston University. I have an affinity for abstract art, particularly futurism, as well as personal finance. Upon graduating, I realized that financial planning in the tech sector complemented my skills perfectly and as a result, I have devoted my time to optimizing my skill set for this dynamic and exciting sector.
2017 - Present
Boston University - Financial Planning Certificate Program
Bloomberg Market Concepts
2013 - 2017
UCLA - B.A. History; Russian Studies
Senior VP, Trust
(518) 584 5844 x 2316
John Conroe CFP®
VP, Trust Portfolio Management
(518) 584 5844 x 2308
VP, Trust Portfolio Manager
(518) 584 5844 x 2574