Brian Oconnor
President, Chief Investment Officer, Senior Portfolio and Wealth Manager at Sterling Oak Wealth Management
Email:
b****@sterlingoakpartners.com
Phone Number: (***)-***-****
1984-1993 Lehman Brothers Sr Vice President-Investments1993-1998 Oppenheimer & Co. Sr Vice President-Investments1998-2001 Morgan Stanley Sr Vice President-Investments2001-2007 Raymond Jam...
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STERLING OAK WEALTH MANAGEMENT
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Headquarters: 3 Newton Executive Park, Newton Lower Falls, Massachusetts, 02462, United States
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Industry Financial Services
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Website sterlingoakwealth.com
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Description
At Sterling Oak Wealth Management, our goal is to construct a comprehensive wealth management plan to grow and protect assets and generate a lifetime retirement income. Our advice is independ...Read More
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Employees 1-10
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Revenue Under 1 Million
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Frequently Asked Questions Regarding Brian Oconnor
Answer: Brian Oconnor works for Sterling Oak Wealth Management as President, Chief Investment Officer, Senior Portfolio and Wealth Manager
Answer: Brian Oconnor’s role in Sterling Oak Wealth Management is President, Chief Investment Officer, Senior Portfolio and Wealth Manager
Answer: Brian Oconnor's email address is b***@gmail.com
Answer: Brian Oconnor's business email address is b****@sterlingoakpartners.com
Answer: Brian Oconnor’s direct phone number is (***)-***-****
Answer: Brian Oconnor works in the industry of: Financial Services
Answer: Brian Oconnor is the current President, Chief Investment Officer, Senior Portfolio and Wealth Manager at Sterling Oak Wealth Management.... Read More
Answer: Brian Oconnor works Sterling Oak Wealth Management located at 3 Newton Executive Park, Newton Lower Falls, Massachusetts, 02462, United States
Answer: Sterling Oak Wealth Management's President, Chief Investment Officer, Senior Portfolio and Wealth Manager is Brian Oconnor
Answer: Brian Oconnor contact details:
- Phone number : (***)-***-****
- Email : b****@sterlingoakpartners.com
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