Kevin O'Connell, CFA

Senior Consultant

Kevin serves institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statement review and overall performance monitoring. Prior to joining the firm in 2022, he was a Director at TIFF Investment Management (The Investment Fund for Foundations). Kevin earned a BA degree from Boston College, an MBA from University of Virginia (Darden) and is a CFA charterholder. He currently serves on the Board of Directors for the Weston Soccer Club and the Investment Advisory Committee of the Association for the Relief of Aged Women (ARAW) of New Bedford. He is also a member and former president of the Roxbury Latin School Alumni Council. Kevin spends his free time staying active with his wife, three children, and black Labrador. Depending on the season, he can often be found coaching/cheering on soccer/lacrosse fields, hiking local trails, skiing, golfing or swimming in the ocean.