![Erik O'Neill](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Erik Mo O'Neill is the founder of NorthCape Wealth Management LLC.
He currently holds a position as Director at Erie & Niagara Insurance Association.
Posizioni attive di Erik O'Neill
| Società | Posizione | Inizio |
|---|---|---|
Erie & Niagara Insurance Association
 Erie & Niagara Insurance Association Property/Casualty InsuranceFinance Property and Casualty Insurance | Direttore/Membro del Consiglio | - |
NorthCape Wealth Management LLC
 NorthCape Wealth Management LLC Investment ManagersFinance NorthCape carefully constructs a risk-adjusted, tax-efficient, and cost-effective asset allocation strategy based on a client’s unique cash flow needs, stated return and risk profile. Security selection is based on qualitative, quantitative, technical, and relative strength metrics. Portfolio holdings are constantly monitored and adjusted as market conditions and their clients’ circumstances dictate. The firm predominantly utilizes a combination of active and passive strategies to allocate client assets primarily among publicly traded securities, such as stocks, bonds, ETFs, mutual funds, and/or separately managed portfolios. | Amministratore Delegato | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
11
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Erie & Niagara Insurance Association
Erie & Niagara Insurance Association Property/Casualty InsuranceFinance Property and Casualty Insurance | Finance |
NorthCape Wealth Management LLC
NorthCape Wealth Management LLC Investment ManagersFinance NorthCape carefully constructs a risk-adjusted, tax-efficient, and cost-effective asset allocation strategy based on a client’s unique cash flow needs, stated return and risk profile. Security selection is based on qualitative, quantitative, technical, and relative strength metrics. Portfolio holdings are constantly monitored and adjusted as market conditions and their clients’ circumstances dictate. The firm predominantly utilizes a combination of active and passive strategies to allocate client assets primarily among publicly traded securities, such as stocks, bonds, ETFs, mutual funds, and/or separately managed portfolios. | Finance |
