Connor Charles Humphrey

Employer firm

Tfo Family Office Partners CRD 159440

$5.04B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → Present
  Tfo Family Office Partners Formerly Tfo Phoenix, Inc.
  Phoenix, AZ

Previous Registrations

• 2012-01-12 → 2013-10-29
  Tfo Family Office Partners
  Phoenix, AZ
• 2010-08-24 → 2011-12-05
  Gfo Advisory Services, Llc
  Greenwich, CT

Other Businesses

1) Residential Rental Property, non-investment related, own/manage two different rental properties, 1 - 5 hours during non-business hours, 0 hours during business hours; 2) Grand Canyon Conservancy; not investment related; PO Box 399, Grand Canyon, AZ 86023; serving on the planned giving advisor council; His role is to help guide the Conservancy and provide planning ideas; Start: December 2022; 1-5 hours per month devoted; 1-5 hours per month during securities trading hours; Duties: Attend meetings to learn about GCC and serve as a resource to GCC regarding their philanthropy.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-16

Designations

• Certified Financial Planner