![Erik O'Neill](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Erik Mo O'Neill is the founder of NorthCape Wealth Management LLC.
He currently holds a position as Director at Erie & Niagara Insurance Association.
Postes actifs de Erik O'Neill
| Sociétés | Poste | Début |
|---|---|---|
Erie & Niagara Insurance Association
 Erie & Niagara Insurance Association Property/Casualty InsuranceFinance Property and Casualty Insurance | Directeur/Membre du Conseil | - |
NorthCape Wealth Management LLC
 NorthCape Wealth Management LLC Investment ManagersFinance NorthCape carefully constructs a risk-adjusted, tax-efficient, and cost-effective asset allocation strategy based on a client’s unique cash flow needs, stated return and risk profile. Security selection is based on qualitative, quantitative, technical, and relative strength metrics. Portfolio holdings are constantly monitored and adjusted as market conditions and their clients’ circumstances dictate. The firm predominantly utilizes a combination of active and passive strategies to allocate client assets primarily among publicly traded securities, such as stocks, bonds, ETFs, mutual funds, and/or separately managed portfolios. | Directeur Général | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
11
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Erie & Niagara Insurance Association
Erie & Niagara Insurance Association Property/Casualty InsuranceFinance Property and Casualty Insurance | Finance |
NorthCape Wealth Management LLC
NorthCape Wealth Management LLC Investment ManagersFinance NorthCape carefully constructs a risk-adjusted, tax-efficient, and cost-effective asset allocation strategy based on a client’s unique cash flow needs, stated return and risk profile. Security selection is based on qualitative, quantitative, technical, and relative strength metrics. Portfolio holdings are constantly monitored and adjusted as market conditions and their clients’ circumstances dictate. The firm predominantly utilizes a combination of active and passive strategies to allocate client assets primarily among publicly traded securities, such as stocks, bonds, ETFs, mutual funds, and/or separately managed portfolios. | Finance |
