About Our Firm | OUR TEAM


David Weigert, CFA®, AIF®
Director of Research



Barbara Lesi
Client Services Manager



Maria Wollman
Client Services Manager



Trained, experienced, trustworthy 


Brendan T. Conry, AIF®, ChFC®, CLU®
Founder and Principal

As leader of Conry Asset Management, Brendan is proud to provide individuals and businesses with expert investment and financial planning guidanceas he has been doing since 1985. The firm was founded with the goal of offering a local, independently owned boutique firm as an alternative to traditional brokerage houses. Brendan believes strongly in providing a caring and personalized approach to each of his clients and their financial needs.

Professional Designations:

  • Accredited Investment Fiduciary® (AIF®) –designation awarded to professionals who have demonstrated an ongoing understanding of the legislation and best practices demanded of a fiduciary (one who acts in a position of trust or responsibility on behalf of others)
  • Chartered Financial Consultant® (ChFC®) – a financial planning credential with the highest standard of knowledge and trust, covering insurance, taxation, retirement planning, investments, and estate planning
  • Chartered Life Underwriter® (CLU®) — a premier credential with the highest standard of knowledge and trust covering the insurance needs of individuals, business owners, and professional clients

Commonwealth Financial Network: 

  • Advisory Council (2013–present) — one of 16 chosen out of 1,450 financial advisors
  • President’s Club (1997–present) — top 13 percent of financial advisors based on annual production

Education:

  • B.S. in economics and finance, Southern New Hampshire University

Brendan lives in Avon with his wife, Carol, and two children and is very active in the community (Read more on Brendan's community involvement.).  

Brendan was selected as a 2016 Connecticut Five StarSM Wealth Manager, based on a survey of 14,400 registered financial services professionals and firms registered with FINRA or the SEC.

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,983 Connecticut wealth managers were considered for the award; 433 (22 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com. 
 

 

David Weigert, CFA®, AIF®
Director of Research


David joined Conry Asset Management in March 2012 as director of research, where he monitors the equity, fixed income, and mutual fund securities we invest in. He is also an investment adviser representative for Commonwealth, focusing on personal investment management, corporate retirement plans, and endowment and foundation services.

David has 18 years of experience in portfolio management, trading, and credit analysis. He spent nine years with Hartford Investment Management (The Hartford), where he was a senior member of a team responsible for a $10 billion portfolio, focusing on asset-backed securities. He also spent seven years at Aeltus Investment Management (Aetna) as a credit analyst and trader for the firm’s government, corporate, and structured products bond funds.

His volunteer efforts include serving on the Hartford Salvation Army’s advisory board, coaching youth sports in Windsor Locks for the past 13 years, and previously serving as a board member for the town’s little league for many years.

Professional Designations: 

  • CFA® (Chartered Financial Analyst®) — this credential promotes high standards of ethics, integrity, and professional excellence for those who analyze securities and manage investment portfolios. Educational requirements also cover quantitative methods, derivatives, alternative investments, and professional ethics.
  • Accredited Investment Fiduciary® (AIF®) – designation awarded to professionals who have demonstrated an ongoing understanding of the legislation and best practices demanded of a fiduciary (one who acts in a position of trust or responsibility on behalf of others)

Education:

  • MBA in finance and accounting, University of Connecticut
  • BA in economics and German, Dickinson College

David lives with his wife, Reine, and their two children in Windsor Locks.


Barbara Lesi
Client Services Manager

Barbara is at the heart of the client experience. She is the
friendly voice who greets clients over the phone or coming through the door. Barbara handles the firm’s operations, ensuring the smooth administration of client accounts. She has over 16 years of experience in investment operations for banks and independent investment management firms.

Professional Licenses:

  • General Securities Representative (FINRA Series 7) — covers the solicitation, purchase, and/or sale of all securities products
  • Uniform Securities Agent (FINRA Series 63) — covers the principles of state securities regulation reflected in the Uniform Securities Act

Maria Wollman
Client Services Manager

Maria joined Conry Asset Management in March 2016 with 15 years experience in the financial services industry. Maria has been a Registered Member of Commonwealth Financial Network since 2002, she comes with a broad knowledge of Commonwealth’s operations and back office procedures. In her role at Conry Asset Management, she performs a variety of client service and operational functions. She works with the other staff members as a team player to maintain the highest standards of our firm. Maria's main focus is to provide quality customer service to each individual. Her passion and enthusiasm for the financial industry is evident in her performance.

Professional Licenses:

  • Investment Company and Variable Contracts Products Representative (FINRA Series 6) — covers sales of mutual funds and variable annuities.
  • Uniform Securities Agent (FINRA Series 63) — covers the principles of state securities regulation reflected in the Uniform Securities Act.

Maria and her husband Rick reside in Bristol and have two grown children.

Louis Ritman: Woman Before Mirror, 1918 (detail)
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Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
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