Collaboration
We believe in super teams before superstars. Our team-based approach is predicated on active listening, open communication and the inclusion of diverse ideas and experiences.
And from this belief, comes action. Today we are building a global network of advisers who are working together to redefine wealth management, all driven by the common desire to generate better outcomes for clients and their families.
We provide client-centric, fiduciary wealth management advisers with best-in-class solutions, services and tools to help them grow, expand their client value proposition and deliver an enhanced client and employee experience.
We believe that there is a better way to deliver unconflicted, holistic wealth management advice and are driven to evolve the wealth management model to generate better outcomes for clients and their families for generations to come.
We enable the entrepreneur to preserve their organization’s identity, culture and brand, as well as maintain front office autonomy, all while providing them with centralized capabilities and expanded services that empower them with the benefits of scale.
Chief Executive Officer
Global
Chief Experience Officer
North America
Chief Compliance Officer
North America
Chief Marketing Officer
Global
Chief Operating Officer & Investment Strategist
North America
Chief Client Officer
North America
Vice President, Strategy & Operations
North America
Senior Associate, Strategy & Operations
North America
Director, Employee Success
North America
Senior Associate, Strategy & Operations
Australia
Head of Compliance & Regulatory Affairs
Australia
Senior Client Manager, Finance
Australia
Senior Accountant, Finance
Australia
Director, Practice Management & Operations
Australia
Director, People and Culture
Australia
Director, Finance
Australia
General Manager
United Kingdom
We believe in super teams before superstars. Our team-based approach is predicated on active listening, open communication and the inclusion of diverse ideas and experiences.
We build meaningful, long-term relationships through our genuine interest in generating positive outcomes for partners and clients through a highly dynamic interaction model.
We commit to the highest standards of honesty, transparency, and accountability resulting in trust and lasting loyalty.
We embrace an entrepreneurial spirit in everything we do. By combining an inquisitive approach and a growth-oriented mindset, we bring innovative technology and tools that delight our clients and create efficiencies for our advisers.
We maintain a steadfast determination to improve our business, culture, and pursue excellence throughout the organization. Our team’s passion to deliver our best remains paramount to our continued success.
Learn more about how culture at Connectus attracts top talent and empowers employees to drive positive business outcomes across the organization.