Kevin Patrick O'COnnell

Employer firm

Fiducient Advisors LLC CRD 106720

$97.5B regulatory AUM 884 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → 04/2022
  Tiff Advisory Services Inc.
  Boston, MA
• 02/2017 → 04/2022
  Foreside Fund Services, Llc
  Boston, MA
• 12/2015 → 10/2016
  Goldman Sachs
  Boston, MA
• 04/2022 → Present
  Fiducient Advisors
  Windsor, CT

Other Businesses

1 West Soccer Club , Not Investment Related,, Board Director, Began, 1-5 hours per month, none during trading hours. 2. Roxbury Latin School, Not Investment Related, West Roxbury, MA, President-Alumni Council, 1 hour per month, none during trading hours. 3. Association for the Relief of Aged Women of New Bedford; Investment-Related; New Bedford, MA; Non-profit organization; Member; 2hrs per month, 0 during trading hours; Help guide/advise finance committee and board members on portfolio management issues

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-08-28

Designations

• Chartered Financial Analyst

Other Names

• Kevin P O'COnnell
• Kevin Patrick O'COnnell
• Kevin Patrick O Connell