- Wealth Management Experience Since 2014Kevin R. O’Connell is a Vice President and Wealth Manager at First Republic Investment Management with a focus on Institutional Consulting. Prior to joining First Republic in 2019, 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 client base.
- Professional DesignationMr. O'Connell is also a CERTIFIED FINANCIAL PLANNER™ professional.
- EducationMr. O'Connell earned his Bachelor of Arts degree from the College of the Holy Cross, where he played for the men’s soccer team as a part of the Patriot League.
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