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Kevin O'Connor, CFA

Kevin O'Connor, CFA

Followers of Kevin O'Connor, CFA976 followers
location of Kevin O'Connor, CFANew York, New York, United States

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  • Timeline

  • About me

    Vice President at Rockefeller Capital Management

  • Education

    • Columbia High School, Maplewood, NJ

      -

    • Syracuse University - Martin J. Whitman School of Management

      2009 - 2013
      Bachelor of Science (B.S.) Finance and Management

  • Experience

    • Clearbrook Global Advisors, LLC

      Jun 2013 - May 2018

      • Associate Director

        Apr 2015 - May 2018

      • Research Analyst

        Jun 2013 - Apr 2015

    • OPPENHEIMER ASSET MANAGEMENT INC.

      May 2018 - Mar 2022

      • Director

        Feb 2021 - Mar 2022

      • Associate Director

        May 2018 - Feb 2021

    • Rockefeller Capital Management

      Apr 2022 - now
      Vice President

  • Licenses & Certifications

    • CFA Charterholder

      CFA Institute
      Jan 2016