Conner brings experience as both an entrepreneur and asset manager to WealthForge where he focuses on helping make raising private capital simple for firms, funds and broker dealers. With a deep understanding of the latest regulatory changes in the private market space, Conner provides education and guidance on Reg D transactions with a specific expertise regarding the new 506(c) exemption.
WealthForge Holdings, Inc. is a diversified financial services company focused on providing alternative securities transaction solutions to our customers. WealthForge Holdings, Inc. includes subsidiaries that specialize in providing technology solutions and facilitating alternative securities transactions. WealthForge Holdings, Inc. is the parent company of WealthForge Securities, LLC and WealthForge Technologies, LLC. WealthForge Holdings, Inc.; WealthForge Securities, LLC; and WealthForge Technologies, LLC are separate but affiliated companies. All securities and investment products are offered by WealthForge Securities, LLC, a registered broker-dealer with FINRA and member of SIPC. Check the background of this firm on FINRA's BrokerCheck.