Andrew O’Connell is a Managing Director and Wealth Advisor at Cresset. In this role, he partners with families to navigate the complexities of managing generational wealth and develops customized strategies to help them achieve their goals.
Prior to joining Cresset, he was a Senior Vice President and Wealth Manager at First Republic Investment Management, where he was a member of the firm’s Investment Committee and served as a primary point of contact for all aspects of the financial planning and development process. Before that, he was an Associate at Constellation Wealth Advisors, where he helped create and monitor tailored client portfolios and assisted clients with operational needs. He began his financial services career at Rockit Solutions, LLC (formerly a Rockefeller Company) and JPMorgan Chase.
Andrew graduated from Boston University with a Bachelor of Science degree in economics.
Andrew and his wife Anna live in Greenwich, CT with their two children, Caden and Olivia.