Daniel O'Connell

Senior Vice President, Portfolio Manager

Daniel O’Connell serves Arboretum Wealth & Trust Management as a Senior Vice President and Portfolio Manager. He is also a member of the Investment Committee.

Mr. O’Connell has extensive experience in institutional asset management including qualified retirement plans, collective investment trusts, and ESOP portfolios. As an executive, he has managed the complex demands of hedge funds, institutional portfolios, and international capital markets. His public speaking appearances and expert testimony credits include CNBC Television, Bloomberg News, and the U.S. Chamber of Commerce.

Mr. O’Connell’s sophisticated individual securities analysis and comprehensive equity research contributes to outstanding results for AWTM clients.

Mr. O’Connell received his Bachelor of Arts (BA) degree, cum laude, in political science from Williams College. He recognized by the National Futures Association (NFA) as a registered Commodity Trading Advisor (CTA).