Joseph Connolly, CFP®

Vice President, Wealth Management

16 years of experience

Joseph joined IR+M in February 2023 and was named Vice President, Wealth Management Business Development in 2024. In his role, Joseph is responsible for furthering IR+M’s strategic Wealth Management business development objectives and works closely with Wealth Managers and Family Offices to identify and understand their specific needs.

Prior to joining IR+M, Joseph was a Senior Wealth Manager at Delos Capital Advisors.

Jospeh has a BBA in Finance from Loyola University Maryland.

Data provided as of January 2, 2024
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