
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
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
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