Chief Investment Officer
Current
Aug 2022 - Present
AeroLeads people directory · profile
John O'Connor, Cfa, Cfp® Email & Phone Number
Chief Investment Officer at Cherry Tree Wealth Management
at
Cherry Tree Wealth Management
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Chief Investment Officer at Cherry Tree Wealth Management
Location
Traverse City, Michigan, United States
Who is John O'Connor, Cfa, Cfp®? Overview
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Quick answer
John O'Connor, Cfa, Cfp® is listed as Chief Investment Officer at Cherry Tree Wealth Management at Cherry Tree Wealth Management, based in Traverse City, Michigan, United States. AeroLeads shows a matched LinkedIn profile for John O'Connor, Cfa, Cfp®.
John O'Connor, Cfa, Cfp® previously worked as Chief Investment Officer at Cherry Tree Wealth Management and Investment Advisor at Cherry Tree Wealth Management. John O'Connor, Cfa, Cfp® holds Ba, Finance from Loras College.
Company email context
Email format at Cherry Tree Wealth Management
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Cherry Tree Wealth Management
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Profile bio
About John O'Connor, Cfa, Cfp®
For regulatory reasons, recommendations and endorsements cannot be accepted for my work at Cherry Tree Wealth Management.
Current workplace
John O'Connor, Cfa, Cfp®'s current company
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4 roles
John O'Connor, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Investment Advisor
Current
Aug 2007 - Present
Fund Accountant
Nov 2005 - Aug 2007
Investment Analyst
Jeffrey Slocum & Associates
Jun 2004 - Nov 2005
1 education record
John O'Connor, Cfa, Cfp® education
-
Loras College
FAQ
Frequently asked questions about John O'Connor, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does John O'Connor, Cfa, Cfp® work for?
John O'Connor, Cfa, Cfp® works for Cherry Tree Wealth Management.
What is John O'Connor, Cfa, Cfp®'s role at Cherry Tree Wealth Management?
John O'Connor, Cfa, Cfp® is listed as Chief Investment Officer at Cherry Tree Wealth Management at Cherry Tree Wealth Management.
Where is John O'Connor, Cfa, Cfp® based?
John O'Connor, Cfa, Cfp® is based in Traverse City, Michigan, United States while working with Cherry Tree Wealth Management.
What companies has John O'Connor, Cfa, Cfp® worked for?
John O'Connor, Cfa, Cfp® has worked for Cherry Tree Wealth Management, Ameriprise Financial, and Jeffrey Slocum & Associates.
How can I contact John O'Connor, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for John O'Connor, Cfa, Cfp® at Cherry Tree Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did John O'Connor, Cfa, Cfp® attend?
John O'Connor, Cfa, Cfp® holds Ba, Finance from Loras College.
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