Conner FosterCRD Number: 6776241
Current Firm: Kalamata Asset Management LLC
Conner Foster (CRD# 6776241) is an Investment Advisor Representative working at Kalamata Asset Management LLC in Bethesda, MD and has over 4 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Kalamata Asset Management, LLC||New York, NY||Dec 2018 - Current||4|
|Kalamata Capital, LLC||Bethesda, MD||Mar 2018 - Dec 2018||< 1|
|Wells Fargo||Columbia, MD||May 2017 - Mar 2018||< 1|
|University Research Co||Bethesda, MD||Feb 2017 - Apr 2017||< 1|
|Jt Restaurants Inc.||Elkhart, IN||Aug 2016 - Dec 2016||< 1|
|Hult Int'l Business School||Boston, MA||Aug 2015 - Aug 2016||1|
|Party Staff Inc.||Denver, CO||Jun 2015 - Aug 2015||< 1|
|Indiana University||Bloomington, IN||Jun 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2018|
Total Assets Under Management163MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$81,621,266
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
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