Connor Joseph Morenzi

Current Employers

Employment History

• 01/2019 → 03/2020
  Eaton Vance Management
  Boston, MA
• 09/2018 → 11/2018
  Atlantic Resort
  Middletown, RI
• 06/2017 → 09/2017
  Sprint
  New York, NY
• 10/2017 → 08/2018
  University Of Mississippi
  Oxford, MS
• 09/2016 → 05/2017
  University Of Mississippi
  Oxford, MS
• 03/2020 → 02/2022
  Columbia Management Investment Distributors, Inc.
  Boston, MA
• 02/2022 → 07/2026
  Eaton Vance Distributors, Inc.
  Boston, MA
• 03/2020 → 02/2023
  Columbia Management Investment Advisers, Llc
  Boston, MA
• 02/2022 → 07/2026
  Eaton Vance Management
  Boston, MA
• 07/2026 → Present
  Wealthcare Investment Partners Llc
  Smithfield, RI
• 07/2026 → Present
  Private Client Services, Llc
  Smithfield, RI
• 08/2018 → 12/2018
  Wyndham Newport Hotel
  Middletown, RI

Previous Registrations

• 2022-03-24 → 2026-06-26
  Eaton Vance Management
  Boston, MA
• 2020-04-27 → 2022-02-21
  Columbia Management Investment Advisers, Llc
  Boston, MA
• 2019-11-13 → 2020-03-18
  Eaton Vance Management
  Boston, MA

Other Businesses

1) Mr. Morenzi is dually registered with Private Client Services, LLC (“PCS”) and WealthCare Investment Partners LLC ("WCIP"). Mr. Morenzi has served as an investment advisor representative for WCIP and as a registered representative for PCS since July 2026. Business is conducted from 690 Douglas Pike, Smithfield, RI, 02917. Approximately 80% of Mr. Morenzi’s time is for services as a registered representative 2) Licensed insurance agent; Not investment- related; 690 Douglas Pike, Smithfield, RI, 02917; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent

Exams

• S66 Uniform Combined State Law Examination
  2019-11-01