Updated:
Thomas Francis O'Connell
Thomas Francis O'Connell is an asset manager based in Boston; the Altss profile covers its classification, headquarters, registration, AUM band, and key...
Overview
Thomas Francis O'Connell is a state-registered investment adviser. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Principals
Thomas Francis O'Connell
President
Frequently asked questions
Who runs investment decisions at Thomas Francis O'Connell?
Thomas Francis O'Connell, the firm's president and namesake, makes all investment decisions. He has managed client portfolios directly since founding the practice, with no delegation to external sub-advisors or investment committees (public record).
Does the firm manage institutional assets or only individual accounts?
The firm serves individuals and families. Public filings do not indicate institutional separate accounts, pooled investment vehicles, or pension fund mandates.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: