Conor Shewey

Finance Major at the Kelley School of Business

Role
Wealth Management Intern at The Mather Group, LLC
Location
Chicago, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Conor Shewey

Originally from Mercer Island, Washington, I began my business journey at Starbucks, gaining experience in customer service and quality assurance. I’m currently studying Finance at Indiana University’s Kelley School of Business on a Dean’s Scholarship. As President of Sigma Alpha Epsilon, I led a 12-man executive board, managed our budget, and reduced chapter debt by 25%, strengthening my leadership, public speaking, and financial skills. Last summer, I interned at Brighton Jones Wealth Management, where I was introduced to the financial services industry. Now based in Chicago, I’m working at The Mather Group, gaining hands-on experience in sales, financial planning, and asset allocation.

Experience

  1. Wealth Management Intern

    The Mather Group, LLC

    Jun 2025 — Present · Chicago, IL, US

    Sourced and qualified leads at target companies, executing cold outreach to secure meetings that resulted in over $10M in prospective assets presented to firm’s managing partner- Developed comprehensive financial plans for prospective clients using MoneyGuidePro, incorporating retirement, tax, insurance, and investment strategies- Built a detailed financial plan for a hypothetical client and presented the firm’s sales process to senior employees, demonstrating strong understanding of the company’s value proposition.

Education

  • Indiana University - Kelley School of Business

    Bachelor's degree

    2022 — 2026

  • IES Abroad

    Abroad

  • Mercer Island High School

    High School Diploma

    2018 — 2022

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Conor Shewey — Wealth Management Intern at The Mather Group, LLC in Chicago, IL, US | Unifers