About
Houston McConnell, Client Portfolio Manager at OneDigital, is a member of the investment team working with both wealth and retirement clients. He is involved in the communication of our investment strategies, as well as communicated economic and market outlook to advisors and clients. He also has a role conducting alternatives investment due diligence for the investment team. Houston holds a B.A. in Economics with a Minor in Business from Rice University. Houston is also both a CFA and a CAIA Charterholder. He currently serves on the Board of Directors for the CFA Society Kansas City.
Houston has more than 9 years’ experience working in the financial services industry. Prior to joining OneDigital, he worked for American Century Investments on the Multi-Asset Investment Team, where he worked in a client portfolio management analyst role for target dates and other multi-asset allocation strategies. He has also worked for Demarche Associates where he served as an institutional consultant for large DB/DC, Foundation, and Endowment clients. He spent his early career working for Mariner Wealth Advisors conducting manager investment due diligence and economic research.
