Back to All People

Client Advisory

Biography

JoAnne is a Senior Principal in the Bloomfield Hills office where she is responsible for delivering investment and planning solutions to clients.

Prior to joining Cerity Partners, JoAnne was an investment associate with a family office in Detroit, Michigan where she was responsible for client meeting materials, investment portfolio implementation, and all transactions for a closely held private stock. She spent seven years with Deloitte’s Investment Advisory practice as a Senior Client Service Associate. JoAnne began her career in Chicago with Alliance Capital Management’s US Large Cap Growth team as a Portfolio Assistant.

 

Learn more about my practice.

Request an Introduction to JoAnne O’Connell

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Ben Pace and Joseph Matus

Economic and Market Outlooks

2026 Economic and Market Outlook

January 6, 2026 - Deglobalization and advances in AI and robotics are reshaping the 2026 global economy, helping developed nations mitigate slower growth and inflation risks. Central banks are…

Ben Pace and John Hyman

Individuals and Families

How to Invest Your Bonus Wisely

January 22, 2026 - Annual bonus season is probably the best time for investors to assess their progress toward financial plan goals and reassess the overall investment objectives and…

James Lebenthal

Partner & Chief Markets Strategist

Economic and Market Outlooks

Video: January 2026 Economic and Market Outlook

January 5, 2026 - As the new year dawns, Partner and Chief Equity Strategist Jim Lebenthal reviews the accuracy of our 2025 expectations before looking ahead. What did we…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

Print your report here