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Timothy P. O’Connell Jr., CFA

Research Consultant, Equities

Tim joined NEPC in 2012 and began his career in the investment industry in 2008. Tim is responsible for equity investment research and due diligence of equity strategies including opportunistic equity, sector strategies and extended equity.  Tim is also co-chair of NEPC’s equity beta group responsible for identifying investment opportunities across equities and setting research themes across traditional and alternative equity strategies.  Tim is also active in NEPC’s investment research and due diligence activities in long short equity and hedged equity strategies.

Prior to joining NEPC in 2012, he worked as an Analyst at Wainwright Investment Counsel, LLC.   As an Analyst, Timothy’s responsibilities included investment manager research across traditional, hedge fund and private equity strategies. Tim also worked with a number of client accounts on portfolio construction and manager selection.

Tim earned his B.A. in Political Science from the University of California at Berkeley and holds the Chartered Financial Analyst (CFA) designation.

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