Eileen O'Connor, CFP, MBA
Harvard Business School
Tell me more about Eileen O'Connor, CFP, MBA?
Eileen O'Connor, CFP, MBA is a highly experienced wealth management professional with 34.9 years of work experience. She has a strong background in portfolio management and retirement financial services. Eileen has worked for prestigious organizations such as Forbes' America's Best Women Advisors and Wealth Management. She is known for her exceptional skills in investment news, Woman to Watch, and more. Eileen is recognized for her expertise in women of wealth and her commitment to making a positive impact on her clients' lives.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
* Forbes' America's Best Women Advisors 2023* (#4 in VA and #1 RIA in Northern Virginia)*Thought Leader of the Year, Finalist, 2019, Wealth Management.com Industry Awards**Investment News: Woman to Watch, 2016**Working Woman Magazine: #40 Top Working Mother Financial Advisors, #2 in DMV**Forbes: Best-In-State Wealth Advisor, #6 in Virginia - 2022** Forbes: Best In-State Wealth Advisor, #18 in Virginia - 2021**Top Wealth Manager, Washingtonian Magazine: 2022, 2021, 2019, 2018, 2016, 2014, 2012, 2010, 2009** Washington Business Journal - 5th Largest Wealth Management Firm - Greater DC Area - 2020**Best of the Best, Financial Advisor, Northern Virginia Magazine: 2020, 2019, 2018, 2017, 2016, 2014, 2012, 2010, 2009**Five-Star Professional, Wealth Manager: 5 Years: 2018 - 2022**Hemington Wealth Management - One of the top 50 Fastest Growing RIA firms in US: 2020, 2017, 2016, 2015*Founding Principal and CEO of independent, fee only wealth management firm providing comprehensive investment management and advanced financial planning to high net worth individuals and families. Responsible for the strategic direction of the firm and all aspects of the client experience. Widely recognized as a national leader on the topic of Women of Wealth. Quoted in the Wall Street Journal, The New York Times, Barron’s, Forbes, REAL SIMPLE, Private Wealth Magazine and hundreds of other publications. Honored in 2019 as Thought Leader of the Year Finalist by WealthManagement.com's Industry Awards. Named by the industry's leading publication, Investment News, as one of 20 'Women to Watch' in Financial Services in 2016. Leading a firm that is committed to the highest standards of fiduciary responsibility, integrity in both philosophy and execution, and a fierce commitment to doing the right thing is my dream job. I can't imagine anything more fulfilling than making a real difference in my clients' lives every day.
...See MoreWork Experience
Eileen O'Connor, CFP, MBA's Professional Milestones
- Co-Founder | Chief Executive Officer (2013-10-01~): Established a successful startup, establishing a strong market presence and driving growth in the global industry.
- Vice President Wealth Management (2005-01-01~2012-12-01): Optimized financial reporting and streamlining processes to enhance profitability and effectiveness.
Education
Management,
Finance,
Master Of Business Administration,
Masters,
Management, Finance
694224000-757382400Skill
Wealth Management
Portfolio Management
Wealth Management Services
Retirement
Financial Services
Asset Allocation
Investments
Strategy
Finance
Investment Strategies
Women And Money
Charities
Investment Advisory
Retirement Planning
Wealth
Start Ups
Tax Advisory
Estate Planning
Charitable Giving
Certification
Other Named Eileen O'Connor, CFP, MBA
Frequently asked questions
We found 2 Eileen O'Connor, CFP, MBA's email addresses
We found 2 Eileen O'Connor, CFP, MBA's phone numbers
Eileen O'Connor, CFP, MBA's social media include: Linkedin,
Eileen O'Connor, CFP, MBA works for Hemington Wealth Management, Llc
Eileen O'Connor, CFP, MBA's latest education in Harvard Business School