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Andrew O'connell

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Andrew O'connell

Managing Director, Wealth Advisor | Cresset

New York, New York, United States

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Andrew O'connell

Summary

Andrew O'Connell is a seasoned financial professional with extensive experience in wealth management and banking. Currently serving as the Managing Director and Wealth Advisor at Cresset, he brings a wealth of expertise in financial services, having previously held senior roles at First Republic Private Wealth Management. With a strong educational background in Economics from Boston University, Andrew has cultivated a robust skill set in investment advisory and client relations. His career trajectory showcases a consistent focus on client service and wealth management, demonstrating his commitment to helping clients achieve their financial goals. Andrew's leadership experience is complemented by his ability to navigate complex financial landscapes, making him a valuable asset in the finance sector. He is passionate about leveraging technology to enhance client experiences and drive innovative solutions in wealth management. Outside of work, Andrew enjoys exploring emerging financial technologies and their implications for the industry.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Andrew O'connell

Work Experience

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Managing Director, Wealth Advisor at

Cresset

April 2023 - Present

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Senior Vice President, Wealth Manager at

First Republic Private Wealth Management

February 2023 - April 2023

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Vice President, Wealth Manager at

First Republic Private Wealth Management

February 2019 - January 2023

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Associate Wealth Manager at

First Republic Private Wealth Management

March 2016 - February 2019

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Associate Director at

First Republic Private Wealth Management

September 2015 - March 2016

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Associate at

Constellation Wealth Advisors

February 2011 - September 2015

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Client Service Specialist at

Fi-Tek

November 2009 - January 2011

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Mutual Fund Administrator/Fund Accountant at

JPMorganChase

July 2008 - October 2009

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Mutual Fund Accountant at

State Street

July 2007 - June 2008

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Andrew O'connell

Education

Boston University, Ba

January 2004 - January 2007

Moravian University

January 2003 - January 2004

Frequently Asked Questions about Andrew O'connell

What is Andrew O'connell email address?

Andrew O'connell's primary email address is *********@cressetcapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Andrew O'connell work for?

Andrew O'connell is a Managing Director, Wealth Advisor at Cresset, a company specializing in Functions related to depository banking.

Where Andrew O'connell graduated from?

Andrew O'connell holds a degree in Economics from Boston University.

How can I directly contact Andrew O'connell?

To contact Andrew O'connell directly, you can use the email address *********@cressetcapital.com. Complete contact information is available upon registration with Muraena.

Who is Andrew O'connell?

Andrew O'Connell is a seasoned financial professional with extensive experience in wealth management and banking. Currently serving as the Managing Director and Wealth Advisor at Cresset, he brings a wealth of expertise in financial services, having previously held senior roles at First Republic Private Wealth Management. With a strong educational background in Economics from Boston University, Andrew has cultivated a robust skill set in investment advisory and client relations. His career trajectory showcases a consistent focus on client service and wealth management, demonstrating his commitment to helping clients achieve their financial goals. Andrew's leadership experience is complemented by his ability to navigate complex financial landscapes, making him a valuable asset in the finance sector. He is passionate about leveraging technology to enhance client experiences and drive innovative solutions in wealth management. Outside of work, Andrew enjoys exploring emerging financial technologies and their implications for the industry.

Andrew`s contact details

mail

*********@cressetcapital.com

**********@firstrepublic.com

Colleagues

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Sarah Simon

Managing Director, Wealth Advisor

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Oleg Ikhelson

Partner, Managing Director, Head of Tax

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Oliver Rose

Founder of Cresset Catalyst

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Steve Wathen

Managing Director, Client Service

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Peter Sherlock

Managing Director and Partner

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Phil Strohm

Managing Director, Wealth Advisor

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Adwoa Mograbi

Chief People Officer

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Barbara Young

Executive Managing Director & Advisory Board Member

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Brooks Hays Slate Cfa

Private Wealth Advisor, Managing Director and Partner

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Cepa Gus Spaulding

Managing Director, Wealth Advisor

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