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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- MD
-
Total Assets Under Management163MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$81,621,266
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
MD
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