Erik O'Neill Email & Phone Number
Founder, Managing Partner @ NorthCape Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Erik O'Neill Location
- New York, United States
Erik O'Neill Work
- Founder, Managing Partner @ (May 2021 - Present)
- Managing Director - Investment Officer, Wells Fargo Advisors @ (January 2008 - May 2021)
- Senior Vice President @ (July 1995 - January 2008)
Erik O'Neill Education
- Duke University - The Fuqua School of Business
MBA (Finance)
1989-1991 - Cornell University
Bachelor's degree (Busines Management and Marketing)
1983-1987
Erik O'Neill Skills
- Investments
- Financial Services
- Strategic Planning
- Management
- Business Development
- Equities
- Insurance
- Leadership
- Finance
- Alternative Investments
- Wealth Management
- Investment Advisory
- Risk Management
- Money Management
- Financial Planning
- Portfolio Management
- Financial Modeling
- Project Management
- Marketing
- Training
- Customer Service
- Strategy
Erik O'Neill Summary
- Erik O'Neill, based in New York, United States, is currently a Founder, Managing Partner at NorthCape Wealth Management. Erik O'Neill brings experience from previous roles at O'Neill Markey Wealth Management Group of Wells Fargo Advisors and Merrill Lynch. Erik O'Neill holds a 1989 - 1991 MBA in Finance @ Duke University - The Fuqua School of Business. With a robust skill set that includes Investments, Financial Services, Strategic Planning, Management, Business Development and more. Erik O'Neill has 3 emails and 5 mobile phone numbers on RocketReach.
Looking for a different Erik O'Neill?
Find contact details for 700 million professionals.
Others Named Erik O'Neill
Erik O'Neill
IT Manager
Brookings, SD, US
Erik O'Neill
Founder, Managing Partner
New York, United States
Erik O'Neill
Creative Director- Video Production
Kitchener, ON, CA
Erik Oneill
Voice Engineer
Pearland, TX, US
Erik O'Neill
Surgical Territory Manager
Rochester, NY, US
Top NorthCape Wealth Management Employees
Erik O'Neill
Founder, Managing Partner
New York, United States
Patrick Markey
Co-Founder, Partner
New York, United States
Ian Woods
Senior Financial Analyst
United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co