Conning, Inc.

Overview

Conning, Inc. is an SEC registered investment adviser based in Hartford, CT, registered since 1983. It reports $107B in assets under management across 819 accounts, with 270 employees. It has 1 investment adviser representatives.

Reported AUM

$107B

Discretionary

100%

Accounts

819

Average account

$131M

Employees

270

Advisory reps

1

Registered since

1983

Jurisdictions

5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Other Advisory Services
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• Government
• Insurance Companies
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges, Other Fees, Percentage of Assets, Performance-Based Fees and Subscription Fees

Executive officers 3 of 7

• Matthew Kenneth Daly Chief Executive Officer, President CRD 2638773
• Cynthia Anne Beaulieu Managing Director, Portfolio Manager, Chief Investment Officer CRD 5033868
• Jung Won Lee Managing Director, Chief Financial Officer, Board Member CRD 2791334

4 more executive officers, with direct contact details

Advisory reps 1 of 1

• Robert Stedman Pearce Registered Rep · Investment Adviser Rep CRD 1991468

Location

Headquarters

1 Financial Plz # 755
Hartford, CT 06103

County

Capitol

Metro area

Hartford-East Hartford-Middletown, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: conning.com

Every state, with registration dates

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