Tyler O'Connor, CTFA

Relationship Management Officer, Wealth Advisory

Tyler O’Connor, CTFA, is a Relationship Management Officer specializing in Wealth Advisory in Glenmede’s Washington, D.C. office. In this role, he is responsible for providing thoughtful wealth management advice, trust and account administration, and solutions for fiduciary, charitable, financial and wealth transfer planning. Mr. O’Connor works in partnership with investment, tax, and wealth planning colleagues to understand client goals, provide tailored guidance, and ensure wealth management goals are fulfilled.

Prior to joining Glenmede, Mr. O’Connor worked for J.P. Morgan Private Bank where he served as an Analyst on the Mid-Atlantic ultra-high-net-worth team. At J.P. Morgan, he covered approximately forty client relationships consisting primarily of single family offices, multi-generational family trusts, public company executives and private family foundations. 

Mr. O’Connor received his Bachelor of Science degree, cum laude, in finance from Villanova University. He served as Chief Investment Officer of the Villanova student managed funds program, where he oversaw the management of the university’s flagship socially responsible ESG portfolio. Mr. O’Connor received his Certified Trust & Financial Advisor designation. He is a member of the Estate Planning Council of Montgomery County.

Education

B.A., cum laude, Villanova University 

Affiliation

Estate Planning Council of Montgomery County