Ellen O’Connell

Finance

Consumer Services

Profile

Prior to joining Baker Avenue, Ms. O'Connell began her career at Fidelity, originally working with high-net-worth individuals and later transitioning to the institutional side.
Most recently, she was a vice president at Fidelity Institutional Wealth Services where she advised registered investment advisors, trust institutions, and third-party administrators.
Prior to that, she worked as a national account manager for Fidelity Charitable Services, helping clients integrate their philanthropic goals with their overarching financial plan.
During her 5 years in that position, she conducted frequent seminars across the U.S.
on charitable planning and wealth management strategies.
Ms. O'Connell earned her B.A.
in marketing from Merrimack College.

Former positions of Ellen O’Connell

Companies	Position	End
FMR LLC FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.	Corporate Officer/Principal	-
Baker Avenue Asset Management LP Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions.	Portfolio Manager-Equities	-

See the detail of Ellen O’Connell's experience

Training of Ellen O’Connell

Merrimack College

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies