Conor Feldmann

Conor Feldmann is a Senior Portfolio Manager and Shareholder at Truepoint Wealth Counsel, a Cincinnati-based fee-only registered investment advisory firm founded in 1990. He develops customized investment strategies for clients and manages those portfolios on a day-to-day basis as part of the firm's investment team. He also serves as a Portfolio Manager at Commas, a digital financial-wellness offering affiliated with Truepoint.

Feldmann holds the Chartered Financial Analyst (CFA) designation and earned a BS in Accounting & Finance from the University of Dayton. His interest in investing began in childhood, tracking the performance of a "paper portfolio" of stocks in the newspaper alongside his grandfather — a story he frequently recounts in his client-facing writing.

Beyond managing portfolios, Feldmann is an active writer and communicator. He authors the blog DemystifyingMarkets, where he aims to help readers "cut through the noise" of financial media and apply evidence-based, long-term investing principles. He is involved in the professional and civic community, including the CFA Society of Columbus, the Cincinnati USA Regional Chamber's "Cincy Next" program, and a board role with Saint Joe's. He lives in the Cincinnati area with his wife and children and spends time at his family's multigenerational farm in Kentucky and at University of Dayton Flyers events.

Feldmann's stated philosophy is a public-markets, evidence-based, long-horizon approach — not a venture/angel thesis. In his "Investing's Holy Trinity" writing he outlines three core principles:

• Evidence-based optimism: Markets reward patient ownership because "progress is inevitable. Civilization has a long history of overcoming setbacks to achieve new heights." He notes the S&P 500 is up roughly 3,400% since Truepoint's 1990 founding.
• Long-term horizon: Declines are temporary — "All declines have one thing in common: they end. Every bear market has eventually given way to new all-time highs." The average intra-year decline (~15%) is treated as "noise."
• Refusing the "loser's game": Avoid market timing, trend-chasing, and concentration; instead build broadly diversified portfolios of equities and quality bonds tied to a comprehensive financial plan.
• What makes him "say yes": disciplined, diversified, low-cost, plan-driven allocation — not concentrated bets on individual companies or early-stage ventures.