John G. O'Connell

Overview

John G. O'Connell operates a sole-proprietorship advisory practice focused on portfolio management for individuals and small businesses. The firm is SEC-registered (2022) and charges fees as a percentage of assets under management. The practice tilts toward an equity-first approach, with a pronounced allocation to non-exchange traded equities alongside traditional mutual funds. The adviser does not position as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Investment activity emphasizes direct equity exposure supplemented by third-party alternative managers to access private markets and niche credit.

Assets & Accounts

Investments & Alternatives

Location & Offices