Emily O'Connor
Cerity Partners
Years of Experience
11 years
Number of Clients
35
Average Client Size
$5,000,000
Member Since
2022
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I am committed to delivering a small firm feel and customized experience for my clients depsite being part of a large organization.
Clientele
I enjoy working with entrepreneurs, business owners, and multi-generational families helping them to pair the right investment strategy with their financial goals in a tax efficient manner.
Services Provided
Investment Management
Financial Planning
Retirement Planning
Specialties and Expertise
Credentials and Designations
Master of Business Administration
Click to learn more
Pricing Models
Education
Suffolk University
MBA with a Concentration in Finance
Obtained in 2020
Fairfield University
Bachelor of Science in Finance & Economics
Obtained in 2013
Advisor Links
Disclosures and Proof of License
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