Portrait of Connor Stogner

Connor Stogner

Investment Associate

Based in Santa Barbara, Connor contributes investment research, due diligence, and portfolio analysis that support disciplined decision-making across client portfolios.

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Connor Stogner is an Investment Associate at Mission Wealth. In this role, he supports the Investments team in delivering research-driven portfolio strategies and thoughtful investment solutions tailored to client needs.
Connor contributes to ongoing market research, investment due diligence, and portfolio analysis. He plays an integral role in supporting the team’s efforts to implement Mission Wealth’s investment philosophy and ensure alignment with clients’ long-term financial objectives. His work helps enhance the investment process through analytical support and collaboration across departments

The only limits to our realization of tomorrow will be out doubts of today. - FDR

—Connor Stogner, Investment Associate

Professional Background

Originally from Austin, Texas, Connor came out to California to pursue a double major in Economics and Statistics/Data Science from UC Santa Barbara. On campus, he has been involved as a Research Assistant for the UCSB Department of Economics and as a Strategy Consultant for Gaucho Creative Group, strengthening his analytical skills and business acumen.

Having always been interested in the dynamic world of financial markets, Connor joined Mission Wealth as an Investment Intern during April of his Junior year.

Personal Pursuits

Outside of academics, Connor loves any and everything outside. Whether it’s surfing in Isla Vista or enjoying the beautiful Santa Barbara hiking trails, his love of the outdoors knows no bounds.

When he’s not outside, Connor loves obsessing over the newest sci-fi series and cheering on the Texas Longhorns during the college football season.

Community Impact

Passionate about protecting the place he now calls home, Connor often volunteers with Isla Vista Surfrider, where he contributes to beach cleanups and education initiatives in the hopes of preserving the local coastline and promoting sustainable practices.

Back home in Austin, he has long supported the SAFE Alliance, helping with many community events that support families in need of safety and stability.

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Our team.
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Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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to Connor Stogner

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Connor and Mission Wealth may be the right fit to support your life and financial goals.