JO

JONATHAN O'CONNELL

Senior Vice President; Senior Portfolio Manager

Jonathan O'Connell is a Senior Vice President and Senior Portfolio Manager at Morgan Stanley, where they have worked since 2020. They previously held the role of First Vice President at Merrill Lynch from 2004 to 2009 and served as Senior Vice President of Wealth Management at UBS from 2009 to 2020. Jonathan earned a Bachelor of Business Administration in Finance from California State University-San Bernardino and studied Business/Managerial Economics at Boston University. They graduated from The Principia Upper School in 1996.

Location

Los Angeles, United States

Links


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices