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
Wealth Management Advisor, Senior Vice President
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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