Our People

Trudy has been at Connors since 1986, yes, that is over 30 years. Her main functions include all facets of back office operations and new account set up. Trudy has been and continues to be a key reason why things run smoothly on a day-to-day basis for the firm.

Sue has been at Connors since 1997 after working 20 years at Meridian Bank, which is now Wells Fargo. Her main functions at the firm include composite creation, performance reporting, presentation materials and Requests for Proposals (RFPs). Sue has 2 adult sons and a granddaughter, which along with her hobbies of boating, watching ice hockey and travelling, keep her very busy.

Connie joined the firm in 1998 and is the cheerful voice you will typically hear when you call our home office. Prior to Connors, she worked at The William Penn Funds for a number of years and graduated from Alvernia University with a BA in Accounting and Business Management. Outside of work Connie likes to cook and go kayaking, although not at the same time. She is often seen running after her mini dachshund named Chloe.

Maria has been at Connors since 2002, after being a sales assistant at Morgan Stanley. Her main responsibilities include trade support, reconciliation, confirmations and settlement. Maria spends most of her spare time doing what she can to spoil her grandchildren.

Jennifer began working at Connors in 2014. As her main function, Jen is responsible for trade support to the Portfolio Management team. Included in her many roles are placing trades, creating trade memos, running reports and assisting in researching any trade discrepancies. We are proud of her commitment of time in the community, by working closely with Berks County Special Olympics as both a softball and volleyball coach.

Kate began working at Connors in 2015. She spent 15 years performing quality assurance testing and support for a financial software company. Kate’s many functions include all back-office processes including accounting duties, maintaining client accounts and data processing on software systems. Now having two grown children and two granddaughters, Kate is busy spending much of her time with family, church functions and arts and crafts.

Brendan began working at Connors in 2019. Prior to joining the firm, he worked for The Vanguard Group as a member of the mutual fund analysis team. Brendan is responsible for trade support to the Portfolio Management team. Included in his many roles are placing trades, creating trade memos, running reports, assisting with trade discrepancies and monitoring client cash balances. In his spare time, Brendan enjoys watching sports and traveling.