Thorne O'Connell
We are excited to introduce Thorne O’Connell, who has joined our team as a key player in our ongoing merger with Advisor Associate. Thorne’s background, qualifications, and dedication to client service make him a perfect fit as we continue to grow and strengthen our advisory capabilities.
Thorne holds a Master of Science in Finance from Claremont Graduate University's renowned Peter F. Drucker School of Management. He also earned a triple major in Finance, Personal Financial Planning, and Business Management, along with a minor in Economics from Kutztown University. His strong academic foundation, combined with his commitment to thorough analysis and financial strategy, allows him to offer insightful advice and personalized solutions to you, our clients.
Prior to joining us, Thorne worked as a research analyst at Cambridge Investment Research, where he specialized in analyzing potential investments for financial advisors and their clients. He is also a fully licensed financial advisor and is currently working toward obtaining his Certified Financial Planner (CFP) certification, the industry’s highest credential. This certification reflects his deep commitment to providing exceptional financial planning and advice.
Outside of his work as a financial advisor, Thorne is a dedicated family man, eagerly anticipating the arrival of his first child — a baby girl — this January. He and his wife, both born and raised in South Africa, relocated to the United States in 2018 to start a new chapter in both their personal and professional lives.
Thorne is passionate about the game of rugby and brings a team-oriented mindset to everything he does. While his South African roots shine through, Thorne’s accent is a unique blend that reflects the diverse place he used to call home. Thorne is committed to building meaningful relationships with his clients, providing trusted guidance, and helping them navigate their financial goals with confidence.
As we continue to navigate the merger with Advisor Associate, we are confident that Thorne’s contributions will further elevate the level of service we provide to you, our valued clients. We look forward to the positive impact he will have on your financial journey and our ongoing commitment to excellence.