Brian Thomas O'Connor

Directeur Général chez Brian Thomas O'Connor (Investment Management)

Profil

Mr. Brian T.
O'Connor is a President & Chief Investment Officer at Brian Thomas O'Connor (Investment Management).
He has held this role since the successful launch of Sterling Oak Asset Management, Sterling Oak Partners and Sterling Oak Advisors in 2007.
He began his career in 1986 as an Investment Advisor for the Investment Banking firm Lehman Brothers in Boston.
In 1987, was named the youngest Vice President of in the firm’s 150 year history.
After nine successful years at Lehman Brothers, he moved his practice to Oppenheimer & Company in 1993 and was named a Senior Vice President.
Subsequent to CIBC’s acquisition of Oppenheimer, he joined Morgan Stanley in 1998 as a Senior Vice President and advised on matters including Portfolio Management, Restricted Stock Risk Management and Monetization Strategies, as well as Retirement Income Planning.
In 2000, he was recognized as Morgan Stanley’s top revenue producer in New England and a member of the firm’s Chairman’s Council.
He graduated from Northeastern University in 1986 with a Bachelor of Science in Economics and Finance.

Postes actifs de Brian Thomas O'Connor

Sociétés	Poste	Début
Brian Thomas O'Connor (Investment Management)	Directeur Général	01/07/2007

Formation de Brian Thomas O'Connor

Northeastern University

Undergraduate Degree