Daniel O’Connor is an Associate Portfolio Manager at Signature Financial Planning. Prior to joining the firm in May of 2021, he worked in investment operations and accounting for 3 years. He has a passion for investment research and enjoys analyzing companies and providing clients with insights into exciting opportunities. Besides research, Daniel is involved with trading and due diligence in his day-to-day work.
Knowing the value of humility and the importance of being a good listener, he incorporates both to understand what motivates his clients and uses that to help them reach their investment goals. He also recognizes that not a day should go by without learning something new, which he pours into his investment research and pursuit of new opportunities for his clients.
Daniel earned his Bachelor of Science degree in Business Economics from Saint Vincent College. He is originally from Fredericksburg, VA, and now resides in Pittsburgh.