![John O'Connor](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>)
John O'Connor
Chef för investeringar på
Cherry Tree Wealth Management LLC
Profil
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.
Aktiva positioner av John O'Connor
| Företag | Position | Start |
|---|---|---|
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. | Chef för investeringar | 2022-08-01 |
Tidigare kända positioner av John O'Connor
| Företag | Position | Slut |
|---|---|---|
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 | 2013-03-26 |
| AMERIPRISE FINANCIAL, INC. | Företagsledare/Principal | - |
Jeffrey Slocum & Associates, Inc.
 Jeffrey Slocum & Associates, Inc. Investment ManagersFinance Provides investment consulting services for institutional funds | Företagsledare/Principal | - |
John O'Connors utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
2
Första gradens relationer
5
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 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 |
