Connor Roberts

Account Manager @Addepar

Miami-Fort Lauderdale, FL, US
EMAILS
c••••••••@addepar.com
MOBILE NUMBERS
+15•••••••11

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WORK HISTORY

Oct 2021 — Present

Account Manager @Addepar

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Addepar was founded in 2009 to maximize the impact of the world’s capital. Building for even the most complex portfolios, Addepar gives asset owners and advisors a clearer financial picture at every level, allowing them to make more informed, timely and data-driven investment decisions. As one of the fastest growing companies in fintech - backed by the industry’s top investors including 8VC, D1 Capital Partners, WestCap and Valor Equity Partners - Addepar’s clients use the platform to manage and advise on more than $4T in assets globally, and that number is growing by more than $15B each week. More than 750 of the world’s leading family offices, registered investment advisors, private banks and large financial institutions use Addepar today to deliver exceptional value to their clients, setting new growth and client engagement records every quarter.

SKILLS

ResearchTeamworkPowerpointAccessSocial MediaMs Excel Pivot TablesMicrosoft ExcelAccountingBloomberg TerminalLeadershipEnglishPro SeriesHtmlFactsetWindowsMicrosoft WordMicrosoft Office

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