Team Member-Jake Connors

Jake Connors
Senior Director, Institutional Consulting

Jake Connors is the Senior Director, Institutional Consulting at Compass Financial Partners, LLC, and a 17 year veteran of the financial services industry. Following 5 years of providing holistic wealth management services to affluent individuals and families at Ameriprise, Jake joined CAPTRUST in 2008. During his 7 year tenure, Jake rose to the role of Vice President. Jake joined Compass in October, 2014 and supports the growth of the firm’s institutional consulting efforts while providing investment fiduciary advice to Plan Sponsors across North Carolina and the eastern US. Jake is a Certified Plan Fiduciary Advisor (CPFA®) through the National Association of Plan Advisors, and has received the Accredited Investment Fiduciary (AIF®) designation through the Center for Fiduciary Studies. In addition, he was recognized by the National Association of Plan Advisors as one of the Top Advisors Under 40 in 2016, 2017, 2018, 2019 and 2020.

Jake is very active in his community, currently serving on the Advisory Board of the Me Fine Foundation and supporting the Hubie Poteat Memorial Foundation, and was recognized in 2016 by the Triangle Business Journal as a recipient of their prestigious 40 Under 40* Leadership Award (based on success in field coupled w/civic & philanthropic efforts). Born and raised in Raleigh, NC, Jake graduated from Appalachian State University with a double major in Finance and Insurance. An avid sports and live music enthusiast, Jake enjoys spending his free time outdoors with two children, Theo and Alice.


We are not yes-people to our clients. We are thoughtful, honest and strategic partners who engage in a rigorous process to help clients reach their goals.