Emily O’Connor



Client Advisory


Emily is a Principal in our Boston office. She has more than nine years of financial services experience as a portfolio strategist and client services associate.

Prior to joining Cerity Partners, Emily was a Portfolio Strategist with Bainco International Investors, where she delivered individualized investment strategies to help clients achieve their financial goals. She also helped manage and implement the firm’s Efficient Asset Allocation Program.



  • B.S. in Finance from Fairfield University
  • B.A. in Economics with honors from Fairfield University (Cum Laude)
  • MBA in Finance from Suffolk University


  • Investment Adviser Representative (IAR)
  • Holds the CFA Institute Certificate in ESG Investing

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