![Erik O'Neill](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Erik Mo O'Neill is the founder of NorthCape Wealth Management LLC.
He currently holds a position as Director at Erie & Niagara Insurance Association.
Actieve functies van Erik O'Neill
| Bedrijven | Functie | Begin |
|---|---|---|
Erie & Niagara Insurance Association
 Erie & Niagara Insurance Association Property/Casualty InsuranceFinance Property and Casualty Insurance | Directeur/Bestuurslid | - |
NorthCape Wealth Management LLC
 NorthCape Wealth Management LLC Investment ManagersFinance NorthCape carefully constructs a risk-adjusted, tax-efficient, and cost-effective asset allocation strategy based on a client’s unique cash flow needs, stated return and risk profile. Security selection is based on qualitative, quantitative, technical, and relative strength metrics. Portfolio holdings are constantly monitored and adjusted as market conditions and their clients’ circumstances dictate. The firm predominantly utilizes a combination of active and passive strategies to allocate client assets primarily among publicly traded securities, such as stocks, bonds, ETFs, mutual funds, and/or separately managed portfolios. | Algemeen Directeur | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
12
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Erie & Niagara Insurance Association
Erie & Niagara Insurance Association Property/Casualty InsuranceFinance Property and Casualty Insurance | Finance |
NorthCape Wealth Management LLC
NorthCape Wealth Management LLC Investment ManagersFinance NorthCape carefully constructs a risk-adjusted, tax-efficient, and cost-effective asset allocation strategy based on a client’s unique cash flow needs, stated return and risk profile. Security selection is based on qualitative, quantitative, technical, and relative strength metrics. Portfolio holdings are constantly monitored and adjusted as market conditions and their clients’ circumstances dictate. The firm predominantly utilizes a combination of active and passive strategies to allocate client assets primarily among publicly traded securities, such as stocks, bonds, ETFs, mutual funds, and/or separately managed portfolios. | Finance |
