Ellen O’Connell

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.