Gregory M. O’Connell
Portefeuillebeheerder-Aandelen bij The Coyle Co.
Profiel
Mr. Gregory M.
O’Connell is a Vice President at The Coyle Co. He specializes in collaborating with ultra-high-net worth individuals and families to design and implement life insurance strategies to help accomplish their estate and wealth transfer goals.
He has over 13 years of experience.
He spent the majority of his career at Brown Brothers Harriman as a Private Wealth Relationship Manager, responsible for portfolio construction, asset allocation, and trust and estates strategies.
Most recently, he held similar roles with Ethic Wealth Advisors LLC and Fiduciary Trust Company in Boston.
He received a BA in History from Tufts University.
Actieve functies van Gregory M. O’Connell
| Bedrijven | Functie | Begin |
|---|---|---|
The Coyle Co.
 The Coyle Co. Investment ManagersFinance The Coyle Co. (Coyle) is an independent wealth management firm headquartered in Needham, Massachusetts. The firm was founded by David Coyle in 1981. Coyle designs and manages sophisticated life insurance portfolios that help give ultra–affluent families the ability to distribute their wealth and assets as they intend. | Portefeuillebeheerder-Aandelen | 01-04-2022 |
Eerdere bekende functies van Gregory M. O’Connell
| Bedrijven | Functie | Einde |
|---|---|---|
Fiduciary Trust Co.
 Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Portefeuillebeheerder-Aandelen | 01-04-2022 |
Opleiding van Gregory M. O’Connell
| Tufts University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 2 |
|---|---|
Fiduciary Trust Co.
Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Finance |
The Coyle Co.
The Coyle Co. Investment ManagersFinance The Coyle Co. (Coyle) is an independent wealth management firm headquartered in Needham, Massachusetts. The firm was founded by David Coyle in 1981. Coyle designs and manages sophisticated life insurance portfolios that help give ultra–affluent families the ability to distribute their wealth and assets as they intend. | Finance |
