Erik O'Neill

Erik O'Neill Email and Phone Number

Founder, Managing Partner at NorthCape Wealth Management @ NorthCape Wealth Management
Erik O'Neill's Location
Buffalo-Niagara Falls Area, United States
Erik O'Neill's Contact Details

Erik O'Neill personal email

n/a

Erik O'Neill phone numbers

About Erik O'Neill

Over 30 years experience in finance, money management and financial planning.

Erik O'Neill's Current Company Details
NorthCape Wealth Management

Northcape Wealth Management

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Founder, Managing Partner at NorthCape Wealth Management
Erik O'Neill Work Experience Details
  • Northcape Wealth Management
    Founder, Managing Partner
    Northcape Wealth Management May 2021 - Present
    Buffalo, New York, United States
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  • O'Neill Markey Wealth Management Group Of Wells Fargo Advisors
    Managing Director - Investment Officer, Wells Fargo Advisors
    O'Neill Markey Wealth Management Group Of Wells Fargo Advisors Jan 2008 - May 2021
    Williamsville, Ny
    Wealth Management, Retirement Planning, Institutional ConsultingWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/ MAY LOSE VALUE.
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  • Merrill Lynch
    Senior Vice President
    Merrill Lynch Jul 1995 - Jan 2008
    View

Erik O'Neill Skills

Investments Financial Services Strategic Planning Management Business Development Equities Insurance Leadership Finance Alternative Investments

Erik O'Neill Education Details

Frequently Asked Questions about Erik O'Neill

What company does Erik O'Neill work for?

Erik O'Neill works for Northcape Wealth Management

What is Erik O'Neill's role at the current company?

Erik O'Neill's current role is Founder, Managing Partner at NorthCape Wealth Management.

What is Erik O'Neill's email address?

Erik O'Neill's email address is er****@****sec.com

What is Erik O'Neill's direct phone number?

Erik O'Neill's direct phone number is (866) 224*****

What schools did Erik O'Neill attend?

Erik O'Neill attended Duke University - The Fuqua School Of Business, Cornell University.

What are some of Erik O'Neill's interests?

Erik O'Neill has interest in Fly Fishing, Skiing, Traveling, Private Pilot, Scuba Diving.

What skills is Erik O'Neill known for?

Erik O'Neill has skills like Investments, Financial Services, Strategic Planning, Management, Business Development, Equities, Insurance, Leadership, Finance, Alternative Investments.

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