Brian O'Connor

President, Chief Investment Officer, Senior Portfolio and Wealth Manager @ Sterling Oak Wealth Management

About

1984-1993 Lehman Brothers, Senior Vice President, Portfolio Manager 1993-1998 Oppenheimer & Co., Senior Vice President, Portfolio Manager 1998-2001 Morgan Stanley, Senior Vice President, Portfolio Manager/Rule 144 Specialist 2001-2007 Raymond James, Senior Portfolio Manager/Director Wealth Management 2007-present Sterling Oak Advisors Wealth Management, President, Chief Investment Officer, Portfolio Manager Specialties: Personalized Portfolio Management based on deep fundamental analysis and proven rules based strategies. Customized Investment Solutions for the high net worth and ultra-high networth. Our goal is to give you a customized investment plan that meets your objectives, risk tolerance, and retirement needs. Feel free to reach out to us for a free consultation. New relationships are the life's blood of our business. 800.657.0007 or brian.oconnor@sterlingoakwealth.com

Country

United States

City

Boston

Industry

Investment Management

Skill

Portfolio Management, Hedge Funds, Investments, Asset Management, Equities, Asset Managment, Wealth Management, Retirement, Risk Management, Strategy, Asset Allocation, Investment Management, Mutual Funds, Capital Markets, Investment Strategies, Investment Advisory, Alternative Investments, Fixed Income, Financial Modeling, Private Equity

Experience

President, Chief Investment Officer, Senior Portfolio and Wealth Manager

Sterling Oak Wealth Management

2009-11 - Present · 16 yrs 11 mos

Boston, MA

Develops and implements customized portfolios, wealth management and retirement income strategies.

Senior Vice President- Investments, Rule 144 Specialist

Morgan Stanley

1998-6 - 2001-8 · 3 yrs 3 mos

Advised High Net Worth and Institutional relationships on equity investment strategies, restricted stock risk management and monetization strategies and Portfolio design and implementation services.

Senior Vice President

Oppenheimer & Co. Inc.

1993-11 - 1998-6 · 4 yrs 8 mos

Advised High Net Worth and Institutional relationships on equity investment strategies, restricted stock risk management and monetization strategies and Portfolio design and implementation services.

Senior Vice President- Investments

Lehman Brothers

1984 - 1993 · 9 yrs

Brian O,'Connor was the youngest Vice President in the firm's 150 year history at age 23. Brian advised the firm's top clients on wealth management and individualized investment management solutions.