Your Experienced and Reliable Guide
Our team has the knowledge and skills to create a solid foundation for your financial freedom. Our job is to help preserve the rewards of your labor, from early in your career through retirement.
Brendan T. Conry
Founder and Principal
As the leader of Conry Asset Management, Brendan is proud to provide investment and consulting services to individuals, corporations, non-profit endowments, and foundations since 1986. The firm was founded to offer independent fiduciary-level services. Brendan believes in providing customized hands-on strategies for every client.
Education:
- BS in Economics and Finance, Southern New Hampshire University
Professional Designations:
- Accredited Investment Fiduciary® (AIF®): Certification awarded to professionals who have demonstrated an ongoing understanding of the legislation and best practices demanded of a fiduciary (i.e., one who acts in a position of trust or responsibility on behalf of others)
- Chartered Financial Consultant® (ChFC®): A financial planning certification with the highest standard of knowledge and trust, covering insurance, taxation, retirement planning, investments, and estate planning
- Chartered Life Underwriter® (CLU®): A premier credential with the highest standard of knowledge and trust covering the insurance needs of individuals, business owners, and professional clients
Brendan and his wife, Carol, split their time between West Hartford, Connecticut, and Naples, Florida. Their shared interest in art takes them to museums from Boston to Southwest Florida, which guide the small collection of paintings they have acquired. A love of sports and the great outdoors has allowed Brendan and Carol to become pickleball players and advocates of this new but great sport.
Brendan has received numerous awards including the Connecticut Magazine Five Star Wealth Manager Award. Receiving this award 9 times, Brendan is 1 of less than 35 advisors to have been granted this award in the state of Connecticut. Over the years, Brendan has contributed articles and financial market commentary to many news outlets including the Hartford Courant, New Britain Herald, and The Hartford Business Journal.
2010 – 2017 Five Star Wealth Manager Award, created by Five Star Professional. The 2017 award was presented in November 2017 based on data gathered for the period 02/15/2017 through 09/11/2017. 2218 advisors were considered, and 283 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of the advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Through his many years of dedicated service in the community, Brendan has become a Corporator for the Hospital of Central Connecticut, New Britain YMCA, CCARC, and the Hospital for Special Care. As an additional service to his community, Brendan uses his financial acumen to provide pro bono services to local individuals, families, and organizations.
Brendan T. Conry Jr.
Advisor and Director of Operations
Brendan Jr. joined the firm in the fall of 2019. His focus is on assisting with investment research, developing financial plans, completing client meeting preparations, and providing exceptional service to clients. Outside the office, you can find him playing tennis or golf or on the ski slopes. He is a very avid sports fan following the UConn Huskies and Boston sports teams.
Education:
- BS Political Science and Classics, Union College, 2017
- Eta Sigma Phi Honor Society
- Graduate of Avon Old Farms, 2013
He currently holds his FINRA Series 65 securities registration.
Erin E. Conry
Marketing, Web Services, & Social Media Consultant
Erin joined the team as a marketing, web service, & social media consultant in June of 2022. She is currently living in Somerville, Massachusetts, and works as an Annual Giving and Events Coordinator at The Baker Center for Children and Families. Her responsibilities include supporting the daily operations of individual and institutional giving programs, with a focus on the planning and facilitation of events. At Conry Asset Management, Erin is using her creativity, attention to detail, and resourcefulness to enhance our social media presence, branding, and marketing.
Be sure to follow us on Facebook and LinkedIn to learn more about our team, community, and financial market commentary!
Education:
- BA Organization and Management Studies and Business, Gettysburg College, 2019
- Graduate of Miss Porter’s School, 2015
Our Extended Team
When you work with us, you get the intimate attention of a small, friendly firm, along with the service, support, and technology of a team that is backed by a large financial institution. Use the links above to learn more about the support teams that help us better serve your needs.
