Adfi_logo

Emily O'Connor | Financial Advisor

Profile img for Emily O'Connor, financial advisor at Cerity Partners
Boston, MA
Emily O'Connor
Financial Advisor
Cerity Partners

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Emily works out of the Boston office of Cerity Partners servicing high-net worth families. She specializes in helping clients navigate markets by making asset allocation and other investment related decisions. She works with a limited number of families and is able to provide highly customized advice and attentive service. The Cerity Partners team works with clients to align their investments with their financial plans in order to maximize their wealth and achieve their financial goals. Cerity Partners LLC ("Cerity Partners") is an SEC-registered investment adviser with office locations throughout the United States. Registration of an Investment Advisor does not imply any level of skill or training. The foregoing is limited to general information about Cerity Partners' services. You should not construe the information contained herein as personalized investment, tax, or legal advice. The information presented is subject to change without notice and should not be considered as an offer to sell or a solicitation of an offer to buy any security. Material economic conditions and/or events may affect future results. Before making any decision or taking any action.
More

Specialties and Expertise

6
Cash Flow Analysis
Succession Planning
High Net Worth Planning
Tax Minimization Investment Strategies
Portfolio Construction
Alternative Investments

Clientele

9
Inheritors
Parents of Special Needs Children
Retirees
Ultra High Net Worth Individuals
Corporate Executives
High Net Worth Individuals
Wealthy Families
Women in Tech
Business Owners

Credentials and Designations

1
credentialsImg

Master of Business Administration

Education

2
Suffolk UniversityMBA with a Concentration in FinanceYear Obtained: 2020
Fairfield UniversityBachelor of Science in Finance & EconomicsYear Obtained: 2013
Quick Facts About Emily
Years of Experience:11 yearsMember since:2022Average Account Size:$5,000,000Number of clients:35

Services Provided

How I help my clients

Investment Management

service_img
More

Financial Planning

service_img
More

Retirement Planning

service_img
More

Pricing Models

AUM

Proof of License

BrokerCheck
SEC Profile
profile_picture
Boston, MA
Emily O'Connor
Financial Advisor
Cerity Partners
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.
Profile last updated: 03-18-2025