John O’Connor
Chief Investment Officer
John has more than fifteen years’ experience as an Investment Advisor.
John is a self-proclaimed nerd who uses his love of numbers to help clients maximize how they enjoy their money. This process starts by learning what his clients want to do with their money. John then uses his investment knowledge, financial planning acumen, and attention to detail to guide his clients to success.
John has been recognized as a “FIVE STAR wealth manager” by Twin Cities Business Magazine 2016-2022. He is a CFA charterholder and CERTIFIED FINANCIAL PLANNER™ Professional.
Focus
- Investment analysis and research
- Managing client portfolios and client service
- Cash flow planning and lifestyle spending analysis
- Charitable giving
- Values-based investing
Education
- BA, Finance, Loras College, Summa Cum Laude
- Chartered Financial Analyst (CFA)
- CERTIFIED FINANCIAL PLANNER™
Prior Experience
- Investment Analyst, Jeffrey Slocum & Associates
- Mutual Fund Accountant, Ameriprise Financial
Other
- Member, CFA Society of Minnesota
Cherry Tree Wealth Management is an SEC registered investment advisor and fiduciary advisory firm.