Ms. Connell has devoted her professional life to the wealth management of private investors, as well as non-profit institutions. She received her Master of Business Administration with Honors from San Diego State University and an undergraduate degree from Seattle University (Magna Cum Laude). Ms. Connell has extensive experience managing equities, fixed income and private investment portfolios. She has served as a senior portfolio manager for several private banks and boutiques in Texas, Chicago and the West Coast.

Ms. Connell is also an adjunct professor of Finance at the University of Texas in Dallas and also teaches the CFA Review at several other universities. She was rated one of the Top 12 Financial Professors in the United States in 2019.

Ms. Connell has over 20 years experience serving in institutional investment capacities, including: Co-portfolio manager for several mutual funds; Investment committee member responsible for the approval of all assets, including public and private markets; Head of the Technology Sector analyst team for one of the nation’s largest banks; Senior portfolio manager serving foundations and ultra-high net work individuals; Tenure at firms that specialize in the offerings of private equity and private debt.