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Eugene O'Connor Jr.

Senior Wealth Manager

WNY Asset Management

United States, New York, Buffalo

About Me

Eugene is a Senior Wealth Manager at WNY Asset Management and is a member of the firm’s Investment Management Committee. His experience includes more than two decades of wealth management, financial planning, private banking and portfolio management. He is a Certified Financial Planner professional. His experience includes successful engagements with Merrill Lynch Wealth Management, Key Private Bank, and Harold C. Brown & Co. He is a graduate of the University of Notre Dame and is active in the community, having served as the former president and endowment committee chair for Ronald McDonald House and as a member of the corporate gifts committee for Catholic Charities. As Senior Wealt

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Profile Information

Senior Wealth Manager

WNY Asset Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Buffalo

New York

United States

Jul 16, 2024

Work Experience

Merrill Lynch

Financial Advisor
Apr 2004 - Jun 2012

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