Connor Morgan

Incoming 2026 Summer Analyst @ Makena Capital Management, LLC

About

Finance major with a strong drive for mastering financial modeling and investment analysis, committed to delivering actionable business insights in a dynamic, fast-paced environment.Recognized for consistent academic excellence as a Dean’s List honoree while competing as a varsity soccer player at Ohio Wesleyan University. Selected by faculty for the Accounting and Finance Fellows Program, the Economics Honors Society, and the 2026 Consumer Analyst Group of New York (CAGNY) Conference participant.Focused on building real world experience during summers including Greystone Capital in 2025 and the Makena Capital Management internship program in 2026. Eager to leverage analytical skills, adaptability, and teamwork in an investment analyst role following graduation in May 2027.

Country

United States

City

Columbus

Industry

Construction

Skill

Project Management, Time Management, Team Management, Teamwork, Microsoft Excel

Experience

Incoming 2026 Summer Analyst

Makena Capital Management, LLC

2025-12 - Present · 10 mos

Menlo Park, California, United States

Financial Modeling and Analyst

Greystone Capital LLC

2025-6 - 2025-8 · 3 mos

Delaware, Ohio, United States

• Built a three-step financial model to evaluate companies for potential investment opportunities. • Applied a three-step financial model to develop DCF valuations and estimate intrinsic company value. • Conducted in-depth research on publicly traded companies, analyzing financial statements, market trends, and industry developments.

Shop Manager

Henry Painting Co

2024-5 - 2024-8 · 4 mos

Columbus, Ohio, United States

• Supported the estimating department in creating project cost reports and evaluating profitability • Developed and maintained client relationships to ensure repeat business and sustained revenue • Collaborated with field project managers to ensure both efficient and quality completion of mid- to large-scale commercial painting projects