Meet the M+ Team

Connor Stewart

Connor finds the connections others overlook, turning financial data into insights that help clients protect what matters most.

Connor Stewart

Financial Analyst

Connor came to M+ from Houlihan Lokey, where he spent three years as an Associate and Associate Vice President in their ACE division. Before that, he worked as a Client Associate at Third Bridge Group. A Cornell graduate, Connor was drawn to a role where he could use his analytical skills to help families protect what they’ve built.

At M+, Connor reviews client tax and estate documents, analyzes business holdings, and models scenarios to determine the right strategies for each situation. His superpower is connecting dots that others might miss, pulling insights from unexpected places to help the team make better recommendations.

Connor’s philosophy is simple: your reputation matters more than anything else, and people remember how they were treated. Outside of work, Connor is a blue belt in Brazilian Jiu Jitsu and competes in local tournaments. He loves trying new restaurants with his girlfriend, cooking dinner together, and hosting friends. You’ll find him in the gym before work, chasing new personal records.

Curated connections.
Expertise when it matters most.

Our extended network is built with the same precision and high expectations we have for our team. When the need is clear, we engage trusted specialists who reflect our values, discretion, and commitment to your goals.