Erik O'Neill Email & Phone Number
Founder, Managing Partner @ NorthCape Wealth Management
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Erik O'Neill Location
- New York, United States
Erik O'Neill Work
- 2021 -now Founder, Managing Partner @
- 2008 -2021 Managing Director - Investment Officer, Wells Fargo Advisors @
- 1995 -2008 Senior Vice President @
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 2 emails and 2 mobile phone numbers on RocketReach.
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Top NorthCape Wealth Management Employees
Patrick Markey
Co-Founder, Partner
New York, United States
Ian Woods
Senior Financial Analyst
United States
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