ABOUT
Brian O'Connor

Brian O’Connor

Sterling Oak Wealth Management

Brian O’Connor is the President and Chief Investment Officer of Sterling Oak Advisors. He has held this role since the successful launch of Sterling Oak Asset Management, Sterling Oak Partners and Sterling Oak Advisors in 2007.

Brian began his career in 1986 as an Investment Advisor for the Investment Banking firm Lehman Brothers in Boston.  In 1987 was named the youngest Vice President of in the firm’s 150 year history. After nine successful years at Lehman Brothers, Brian moved his practice to Oppenheimer & Company in 1993 and was named a Senior Vice President.

Subsequent to CIBC’s acquisition of Oppenheimer, Brian joined Morgan Stanley in 1998 as a Senior Vice President and advised on matters including Portfolio Management, Restricted Stock Risk Management and Monetization Strategies, as well as Retirement Income Planning. In 2000, Brian was recognized as Morgan Stanley’s top revenue producer in New England and a member of the firm’s Chairman’s Council.

In 2001 Brian was asked to open an office for Raymond James Financial Services in Boston advising Retail and Institutional Investors and as a Principal of the firm.  In 2007, with over 20 years of successful investment management experience, Brian launched Sterling Oak Partners, a Long/Short Equity Markets Limited Partnership.  This fund was named the Top Performing Fund in all categories by Barron’s Financial for February 2009 and the #1 performing Long/Short Equity Fund by Barclay Hedge for June 2009.

Brian has been featured in Forbes Magazine for his compelling individual equity market strategies and thematic approach to stock selection. Following the Great Recession, the magazine solicited Brian for three unique ideas, which were highlighted for their significant appreciation: Louisiana Pacific (up 100% between August 2009 and April 2010), Orient Express Hotels (up 88% between August 2009 and April 2010), and Allot Communications (up 250% between August 2009 and February 2011).

Brian graduated from Northeastern University in 1986 with a Bachelor of Science in Economics and Finance. He now lives in Dover, MA with his family and enjoys golfing, coaching and skiing.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.