Conner Foster, financial advisor Bethesda MD

Conner Foster

CRD 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.

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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
Contact Info for Conner S. Foster
Phone Number: 888-627-0206
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


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