Brian P. O’Connell
Profile
Mr. O’Connell joined DDJ in 2008 and has more than 27 years of experience in sales, client service, and consultant relations.
Prior to joining DDJ, Mr. O’Connell was a director and senior sales representative of institutional sales at Evergreen Investment Management Company, where he successfully initiated a broad-based marketing strategy to develop new business opportunities throughout the U.S.
and Canada.
Prior to that, he served as a vice president and senior managing director of institutional sales and consultant relations at Trusco Capital Management.
Mr. O’Connell received his BS in Marketing from Bentley College and attended the Stonier School of Banking at Williams College.
Former positions of Brian P. O’Connell
| Companies | Position | End |
|---|---|---|
Evergreen Investment Management Co., Inc.
 Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Corporate Officer/Principal | - |
Trusco Capital Management, Inc.
 Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey. | Corporate Officer/Principal | - |
Polen Capital Credit LLC
 Polen Capital Credit LLC Investment ManagersFinance Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Sales & Marketing | - |
Training of Brian P. O’Connell
| Bentley University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Polen Capital Credit LLC
Polen Capital Credit LLC Investment ManagersFinance Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Finance |
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Founded in 1932, Evergreen Investment Management Co., Inc. is a registered investment advisor headquartered in Boston. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). Evergreen provides services to the institutional marketplace including retirement plans, endowments, foundations and provides specialty applications for insurance companies, government entities and corporations. They offer a broad range of domestic, international and emerging markets equity, fixed-income and alternative investment strategies. Their products include mutual funds, institutional portfolios, alternative investments and separately managed accounts. | Finance |
Trusco Capital Management, Inc.
Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey. | Finance |
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