Connor Cavanaugh
About Connor Cavanaugh
Connor Cavanaugh is a Key Account Manager specializing in Retirement Plans at Creative Planning LLC, where he has worked since 2021. He holds a Bachelor of Business Administration in Accounting and Finance from Texas Christian University and has extensive experience in investment management and business succession planning.
Current Role at Creative Planning
Connor Cavanaugh serves as a Key Account Manager specializing in Retirement Plans at Creative Planning LLC. He has held this position since 2021, contributing to the management of retirement plans for clients. His role involves consulting on retirement strategies and ensuring client satisfaction. Creative Planning LLC manages approximately $75.6 billion in assets for clients across all 50 states and 2 territories.
Previous Experience at Creative Planning
Prior to his current role, Connor Cavanaugh held several positions at Creative Planning LLC. He worked as an Investment Manager from 2017 to 2021, where he focused on investment strategies and client management. He then advanced to the role of Senior Investment Manager from 2020 to 2021, further developing his expertise in investment management before transitioning to his current position as Key Account Manager.
Education and Academic Background
Connor Cavanaugh earned a Bachelor of Business Administration (B.B.A.) degree from Texas Christian University, specifically from the M.J. Neeley School of Business. He studied Accounting and Finance from 2013 to 2017, gaining foundational knowledge that supports his career in financial management and consulting.
Expertise in Retirement Plan Consulting
In his role as Key Account Manager, Connor Cavanaugh specializes in retirement plan consulting. His expertise includes business succession planning and risk management, which are critical components of effective retirement planning. He applies this knowledge to help clients navigate their retirement options and ensure their financial security.
Internship Experience at Creative Planning
Connor Cavanaugh began his career at Creative Planning Inc. as a Trading Intern from 2016 to 2017. This internship provided him with valuable experience in trading and investment strategies, laying the groundwork for his future roles within the company.