SO

Sam O'Connell

Associate Director, Product Strategy

Sam O'Connell, CFA, currently serves as Associate Director of Product Strategy at Bridgewater Associates since February 2023. Prior to this role, Sam held the position of Senior Analyst in Product Strategy at Lord, Abbett & Co. LLC from December 2018 to February 2023, and served in various capacities at OppenheimerFunds from April 2014 to December 2018, including Sustainable Investing Manager and Product Associate, among others. Sam began a career in finance as a Registered Representative at Global Arena Capital Corp. in 2013. Sam is pursuing a Master of Science in Environmental Science and Policy at The Johns Hopkins University, expected to complete in December 2024, and holds a Bachelor of Arts in Managerial Economics and Environmental Policy from Union College, awarded in 2013.

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