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Dale Connors, CFA®

Dale Connors, CFA®

Principal

Financial Advisors

Dale Connors is an institutional advisor based in Greenwood Village, CO.

Our firm welcomed Dale in 2021. He joined us from Ellwood Associates—a comprehensive financial services firm—where he served as a senior consultant. In this role, Dale was responsible for overseeing Ellwood’s investment consulting services to public retirement clients. He also led the core real estate manager research team and managed the Greenwood Village office.

Dale joined Ellwood as part of the acquisition of Watershed Investment Consultants, Inc. Watershed was an investment consulting firm for which he was a co-founder, managing director, and senior consultant.

At CAPTRUST, Dale relies on his extensive experience as a corporate officer and senior consultant when working alongside our retirement clients.

Education

  • Bachelor of Business Administration degree in finance from the University of Iowa

Industry Designations

  • Chartered Financial Analyst®

Industry Involvement

  • CFA® Institute
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