CoverProfile

Kevin O'Connell

Vice President, Wealth Manager

First Republic

United States, New York, New York

About Me

Kevin R. O’Connell is a Vice President and Wealth Manager with J.P. Morgan Wealth Management. Mr. O'Connell joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. O'Connell was a Wealth Manager at First Republic since 2019. Prior to joining First Republic, Mr. O'Connell was an Associate Financial Advisor with Wells Fargo Advisors where he led the project management for the group’s institutional client base, including corporate retirement plans, endowments and foundations. Mr. O'Connell began his career at Columbia Threadneedle Investments in the asset management business, where he consulted Financial Advisors on appropriate solutions for their clien
View more

Profile Information

Vice President, Wealth Manager

First Republic

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

May 28, 2024

More profiles to browse

TY
Tom Young
Senior Managing Director
SC
Seema Chetal
Managing Director - Alternative Investments
MG
Martin Gibson
Senior Vice President
AH
Amy Hong
Senior Vice President, Head of PWM Operations

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial