David
Capozza
Conning Investment Products, Inc
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About this Advisor
David Capozza is a financial advisor based in Hartford, Connecticut, working with Conning Investment Products, Inc. David has previously held positions at Liberty Bank Investment Services, Conning Investment Products, Inc, Liberty Bank, Raymond James Financial Services, Inc, and Raymond James Financial Services Advisors, Inc. David has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, David is part of Conning Investment Products, Inc, which operates out of Hartford, Connecticut. The firm has 8 employees and manages assets totaling $486.5 million. The services offered by the firm include portfolio management for institutional clients. The fee structure at Conning Investment Products, Inc includes asset-based fees.
Certifications and Registrations
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Conning Investment Products, Inc Brokerage Details
$486,460,862
8
3
$162,153,621
Investment Advisory Services
- Portfolio management for businesses or institutional clients
David Capozza Work History
Conning Investment Products, Inc
Liberty Bank Investment Services
Liberty Bank
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Disclosures
Please visit the SEC profile of David Capozza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Conning Investment Products, Inc
Hartford, CT
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