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John O'Connor
Direttore degli Investimenti presso
Cherry Tree Wealth Management LLC
Profilo
John Charles O'Connor is currently the Chief Investment Officer at Cherry Tree Wealth Management LLC.
Previously, he worked as an Accountant at Ameriprise Financial, Inc., an Investment Analyst at Jeffrey Slocum & Associates, Inc., and a Senior Associate at Cherry Tree Investments.
He completed his undergraduate degree at Loras College.
Posizioni attive di John O'Connor
| Società | Posizione | Inizio |
|---|---|---|
Cherry Tree Wealth Management LLC
 Cherry Tree Wealth Management LLC Investment ManagersFinance CTWM seeks to identify an appropriate ratio of securities, fixed income, and cash suitable to the client’s investment goals and risk tolerance rather than focusing primarily on securities selection. | Direttore degli Investimenti | 01/08/2022 |
Precedenti posizioni note di John O'Connor
| Società | Posizione | Fine |
|---|---|---|
Cherry Tree Investments/Private Equity/
 Cherry Tree Investments/Private Equity/ Investment ManagersFinance Cherry Tree Investments seeks investment opportunities in companies located in the United States. The firm targets companies operating the fields of e-learning, net sourced applications, and outsourced business services. It provides financing for growth stage capital requirements. | Analyst-Equity | 26/03/2013 |
| AMERIPRISE FINANCIAL, INC. | Corporate Officer/Principal | - |
Jeffrey Slocum & Associates, Inc.
 Jeffrey Slocum & Associates, Inc. Investment ManagersFinance Provides investment consulting services for institutional funds | Corporate Officer/Principal | - |
Formazione di John O'Connor
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
2
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Loras College
 Loras College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ameriprise Financial, Inc.
 Ameriprise Financial, Inc. Investment ManagersFinance Provides retirement and protection, wealth & asset management solutions | Finance |
Jeffrey Slocum & Associates, Inc.
Jeffrey Slocum & Associates, Inc. Investment ManagersFinance Provides investment consulting services for institutional funds | Finance |
Cherry Tree Wealth Management LLC
Cherry Tree Wealth Management LLC Investment ManagersFinance CTWM seeks to identify an appropriate ratio of securities, fixed income, and cash suitable to the client’s investment goals and risk tolerance rather than focusing primarily on securities selection. | Finance |
Cherry Tree Investments/Private Equity/
Cherry Tree Investments/Private Equity/ Investment ManagersFinance Cherry Tree Investments seeks investment opportunities in companies located in the United States. The firm targets companies operating the fields of e-learning, net sourced applications, and outsourced business services. It provides financing for growth stage capital requirements. | Finance |
