Niva WealthLet’s talk

Cynthia Beaulieu

Managing Director, Portfolio Manager and CIO Conning North America at Conning

Officer record from the firm’s Form ADVForm ADV filed 30 March 2026

Cynthia Beaulieu is Managing Director, Portfolio Manager and CIO Conning North America of Conning, Inc., a Hartford investment adviser.

Role at Conning

Title on Schedule A
Managing Director, Portfolio Manager and CIO Conning North America
Control
Cynthia Beaulieu is a control person of Conning.
Ownership
An individual ownership band is not available in the source record.
Tenure
Cynthia Beaulieu has held the filed role since October 2023.

The firm

Conning, Inc.
Hartford, CT

Form ADV filed 30 March 2026

$107B AUM161 clients240 advisers2 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Cynthia Beaulieu is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Cynthia Beaulieu
CRD
5033868
Firm
Conning, Inc.
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Cynthia Beaulieu work?

Cynthia Beaulieu has been Managing Director, Portfolio Manager and CIO Conning North America of Conning, Inc. since October 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Conning

Sources

  1. IAPD individual lookup, CRD 5033868. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Conning, Inc., filed 30 March 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Cynthia Beaulieu or Conning, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.