John O'Connor

John O’Connor | Investment Advisor

John has more than ten years experience as an Investment Advisor. He focuses on devising and maintaining portfolios that meet individuals’ needs, investment research, and investment strategy.

John has been recognized as a “FIVE STAR wealth manager” by Twin Cities Business Magazine for 2016, 2017 and 2018.

DOWNLOAD V-CARD    |      EMAIL:  JOHN O’CONNOR 

Direct: 952-253-6014

Focus

  • Investment analysis and research
  • Managing client portfolios and client service
  • Cash flow planning and lifestyle spending analysis
  • Insurance Consultation and Sales
  • Charitable giving and socially responsible investment

Education

  • BA, Finance, Loras College, Summa Cum Laude
  • Chartered Financial Analyst (CFA)

Prior Experience

  • Investment Analyst, Jeffrey Slocum & Associates
  • Mutual Fund Accountant, Ameriprise Financial

Other

  • Member, CFA Society of Minnesota