Chad R. O’Connell AIF®
Senior Investment Advisor
Tel: 716-634-8800 | 888-634-0001
Chad manages the firm’s retirement plan services group, which focuses on investment management, consulting and fiduciary governance services to corporations and not-for-profit entities. In addition, Chad also provides financial services to high net worth individuals and business owners. Chad has over 20 years of investment advisory and employee benefit experience. Throughout his career, Chad has assisted in the management of hundreds of retirement plans for entities ranging from sole proprietorships to fortune 500 companies.
Prior to joining Dopkins Wealth Management, LLC, he held a variety of client service and relationship management positions for a major regional bank, notably as a senior Retirement Services Relationship Manager responsible for managing corporate and institutional retirement programs for the Bank’s Western New York region. He has received formal training in investment fiduciary responsibility.
- Accredited Investment Fiduciary designation from the foundation of fiduciary studies, which is associated with the University of Pittsburgh
- M.B.A. Canisius College
- B.S. in Finance Rochester Institute of Technology