Emily O’Connor

Portfolio Strategist

Emily became a part of the Bainco team in July 2013 as a Client Associate. Her interest in investments and fulfillment from interacting directly with clients led her to pursue a career path in portfolio management. She currently works with Bainco’s Portfolio Strategist group to deliver individualized investment strategies for clients to help them achieve their financial goals.  She also helps to manage and implement the firm’s Efficient Asset Allocation Program. In addition to communicating directly with clients, she works closely with the Client Associates and Wealth Strategists at Bainco as well as clients’ outside advisors including estate attorneys and accountants.

While attending Fairfield, Emily gained experience within different areas of the industry through her studies of Finance and Economics, various internships and involvement in a student-run investment group. Outside of Bainco, she enjoys traveling, trying new restaurants, practicing yoga, running and outdoor activities. She lives in Salem, MA with her yellow lab, Otis.

Fairfield University

BS in Finance

BA in Economics

Cum Laude, 2013

Suffolk University

MBA with a Concentration Finance, 2020

Investment Advisory Representative