Dan O’Connell is a Managing Director of Wealth Management at Merrill Lynch. He graduated from Villanova University with a B.A. and joined Merrill Lynch in 1983.
Dan has advised high net worth families for over 30 years. The O’Connell Group has been entrusted with over $2 billion (as of January 2015) in assets for individuals, families, foundations, and privately-held companies.
He has been named as one of the Top 100 Financial Advisors in America by both Barron’s and Registered Rep. Dan has also been recognized by the Financial Times as a Top 400 Global Advisor. For the past 20 years, Dan has been a member of the Merrill Lynch Circle of Champions and remains active with various boards and charities.
A native of Port Washington, New York, Dan is a third-generation Irish American with roots in counties Cork, Kerry and Waterford.
Dan and his wife Sue reside in Sands Point on Long Island and have four children, Molly, Daniel, Jack, and Moira.