Tom McConnell Email & Phone Number
Managing Director | Private Wealth Advisor @ Merrill Lynch
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Tom McConnell Location
- Boston, MA, US
Tom McConnell Work
- 2024 -now Managing Director | Private Wealth Advisor @
- 2005 -2024 Senior Vice President | Private Wealth Advisor @
- 1998 -2005 Private Wealth Advisor @ Morgan Stanley Private Wealth Management
- 1993 -1996 Associate Portfolio Manager @ Trinity Investment Management
- 1990 -1993 Retirement Product Manager @ Fleet Financial Group
- 1989 -1990 Professional Football Player @ Barcelona Boxers
Tom McConnell Education
- Northwestern University - Kellogg School of Management
MBA (Finance)
1996-1998 - Harvard University
A.B., cum laude (Economics)
1985-1989
Tom McConnell Skills
- Wealth Management
- Asset Allocation
- Alternative Investments
- Portfolio Management
- Multi-generational wealth transfer
- Family Office
- Trust Management
- Financial Reporting
- Project Management
- Strategic Planning
- Multi Generational Wealth Transfer
- Microsoft Office
Tom McConnell Summary
- Tom McConnell, based in Boston, MA, US, is currently a Managing Director | Private Wealth Advisor at Merrill Lynch. Tom McConnell brings experience from previous roles at Merrill Lynch Private Banking and Investment Group, Morgan Stanley Private Wealth Management, Trinity Investment Management and Fleet Financial Group. Tom McConnell holds a 1996 - 1998 MBA in Finance @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Wealth Management, Asset Allocation, Alternative Investments, Portfolio Management, Multi-generational wealth transfer and more. Tom McConnell has 2 emails and 1 mobile phone numbers on RocketReach.
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