Mr. O'Connor is a veteran in the investment management industry with experience working with both institutional and high net worth clients. As a Certified Wealth Strategist®, Michael develops financial roadmaps and portfolios for clients and helps ensure that they are on track to accomplish their investment and personal goals. With his Certified Wealth Strategist® designation, Mr. O'Connor has the knowledge and skill sets needed to work with more complex client issues and assume the lead role when working with a client’s attorney, CPA and other wealth advisors.
Prior to joining WrapManager, Mr. O'Connor worked as a managing director at Harris, Bretall, Sullivan & Smith LLC, one of the premier money management firms in the country. Most recently, he was with Genworth Financial Wealth Management where he implemented investment platform solutions for CPAs and independent investment advisory firms serving high net worth investors.