Joseph R. O'Connor

Joseph R. O'Connor has over 37 years of experience in the investment management industry. Joseph R. started their career as a Financial Advisor in Investment Management in 1983 and worked there until 2004. Joseph R. then joined RBC Wealth Management as a First Vice President and Branch Director from 2004 to 2009. In 2009, Joseph founded their own company, O'Connor Capital Management, RIA, LLC, where they served as the Founder and President until 2013. Joseph R. then became a Financial Advisor at another investment management firm until 2020. Currently, they are the Senior Vice President of Investments at Pinnacle Family of Companies, where they have been working since December 2020.

Joseph R. O'Connor obtained a BA degree in Finance from the State University of New York College at Brockport, graduating in 1981. Joseph R. also holds several certifications including FINRA Series 7, 8, 52, 63, and 65, obtained in 1983.