Connor Keim, CFA

Financial Advisor | Portfolio Management

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Biography
Credentials & Awards
Location(s)

Connor Keim is a wealth management financial advisor based in Costa Mesa, CA.

Connor conducts equity research and portfolio analysis to develop stock recommendations, present investment ideas to portfolio managers, and monitor existing holdings. He also analyzes client portfolios, implements allocation adjustments and rebalancing through block and client-specific trades, and supports daily trading operations.

Prior to joining CAPTRUST in 2026, when Alpha Cubed Investments joined the firm, he served as an associate portfolio manager there, starting in 2018.

Connor earned his Bachelor of Science in finance from the University of Nebraska–Lincoln.

In his free time, Connor enjoys playing golf, trying new foods and restaurants, traveling, and watching Nebraska Cornhusker sports.

Education

  • Bachelor of Science in finance, University of Nebraska–Lincoln

Industry Designations

  • Chartered Financial Analyst®

Resources

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