Chip McConnell

Wealth Management Advisor

Role
Wealth Management Advisor, Senior Vice President at Merrill Lynch
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Chip McConnell

The McConnell Group is a second-generation family wealth management team that has been…

Experience

  1. Wealth Management Advisor, Senior Vice President

    Merrill Lynch

    Sep 2008 — Present

Education

  • The Taft School

    High School

    1986 — 1990

  • Colgate University

    Bachelor's Degree

    1990 — 1994

Skills

  • Fixed Income
  • Equities
  • Investments
  • Financial Modeling
  • Wealth Management
  • Private Equity
  • Investment Banking
  • Series 7
  • Alternative Investments
  • Asset Allocation
  • Series 63
  • Asset Managment
  • Securities
  • Capital Markets
  • Hedge Funds

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Chip McConnell — Wealth Management Advisor, Senior Vice President at Merrill Lynch in Boston, MA, US | Unifers