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JON CONNER

Chief Compliance Officer

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Jon Conner is a Managing Director on the Capital Raising Team. He is a seasoned institutional sales executive with over 25 years of experience driving capital formation and investment distribution across global equities, alternative strategies, and index solutions. He has a demonstrated ability to help asset managers grow AUM by effectively translating complex investment strategies into compelling, investor-focused narratives for institutional allocators.


Most recently, Jon served as Director of Institutional Sales at BofA Securities, where he played a key role in expanding the firm’s presence on the West Coast. His work included leading IPO distribution efforts, generating investment ideas, and managing strategic client relationships. Prior to that, he held senior positions at Guggenheim Partners, where he was instrumental in launching and raising capital for ETFs, hedge funds, and liquid alternative products. He also oversaw content strategy and investor relations initiatives.


Jon spent nearly a decade living and working in Hong Kong (1994–2003), gaining valuable international experience in cross-border capital flows and global market dynamics. He holds both the CFA and CAIA charters and is also a certified private pilot with an instrument rating.

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100 South Ashley Drive, Suite 1130, Tampa, Fl. 33602

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Learn about our firm’s background and Investment Professionals on FINRA's BrokerCheck.

 

Securities offered through Oakpoint Solutions, LLC., doing business as Oakpoint Advisors, LLC, member FINRA/SIPC.

 

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

 

Oakpoint Advisors may only transact business or render investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results, and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Oakpoint Advisors, LLC ADV Part 3 [Client Relationship Summary or Form CRS] for additional information and risks.

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