Chad R. O’Connell AIF®
Senior Investment Advisor
Tel: 716-634-8800 | 888-634-0001
coconnell@dopkins.com
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.
Designations
- Accredited Investment Fiduciary designation from the foundation of fiduciary studies, which is associated with the University of Pittsburgh
Education
- M.B.A. Canisius College
- B.S. in Finance Rochester Institute of Technology
Blog Posts
- Unexpected Retirement Plan Problems Due to COVID-19
- Retirement Plan Contributions and the PPP – Some Clarification
- The Future of ESG Investments in Retirement Plans
- Unexpected Retirement Plan Problems due to COVID-19
- A Disciplined Approach to Investing During the Economic Downtown
- Retirement Plan Contributions and the PPP – Some Clarification
- CARES Act Includes Relief for Retirement Account Owners
- CARES Act allows retirement accounts to provide cash relief
- Tariff Talk and Trade Troubles
- The Rules of Prudent Investing