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Ed O' Connor

With more than 25 years of success across a range of financial services, Edward P. O’Connor is the Principal Partner of Princeton Financial Consultants, LLC™. His areas of expertise encompass wealth management, defined contribution retirement plans, product management, asset management (mutual funds and separately managed accounts), and mergers and acquisitions. Throughout his career, Ed has been a catalyst for positive organizational change, driven by his entrepreneurial approach and ability to create and direct strong, results-driven teams. He now brings this expertise to Princeton Financial Consultants™, where he is currently leading a top-tier client’s strategic response to several potentially disruptive regulatory changes. He also successfully acquired and built a financial services franchise at Princeton Financial Consultants™. Prior to Princeton Financial Consultants™, Ed served as Managing Director for Morgan Stanley Wealth Management. At Morgan Stanley, he developed and launched the firm’s Financial Wellness digital platform to deliver education and advice to employees with a segmented service model for their retirement plans, which resulted in a 300%+ increase in new mandates in just one year. In addition, he redesigned the firm’s advisory offering for retirement plans, built a discretionary management product that grew to more than $10 billion in four years, and developed a series of retirement “glide path” strategies with Morgan Stanley Research. He also managed Morgan Stanley’s response to the Department of Labor’s fiduciary rule.
Ed O' Connor

Ed is a non-voting member of the OECD’s Private Pensions Committee. He is also a spokesman for the retirement plan industry, especially in the promotion of financial wellness.

Before joining Morgan Stanley, Ed was a Managing Director for UBS Financial Services, Inc., where he managed a nationwide team of Retirement Plan Consultants with the fiduciary responsibility of $45 billion. He also successfully restructured the firm’s US investment product platform in response to the financial crisis of 2009.

He has a Master of Business Administration (MBA) in Financial Management from Pace University (New York, NY) and a Bachelor of Science (BS) in Accounting from Wagner College (Staten Island, NY). A Certified Public Accountant in New York State, Ed holds Series 7, Series 65 and Series 24 licenses.

Giving Back - Harvard Business School’s remote learning digital platform

Photo: Students at New Jersey City University.

Giving Back

Ed O’Connor believes that the future of the financial services industry depends upon education and a vibrant pipeline of diverse talent. That’s why he’s been doing his part since 2015 as an Adjunct Professor in Finance and Economics at New Jersey City University.

He is also giving back as the Chairman of the Investment & Finance Committee of New Jersey City University’s Foundation Board. In this capacity, he helped with a $50 million private/public campus development initiative. He also worked to create a joint venture with Harvard Business School’s remote learning digital platform.

Our Expertise

Our core capabilities enable financial services companies to excel in these important areas.

Wealth Management

Wealth Management


Retirement Planning


Mergers and Acquisitions


Product Management


Asset Management


Financial Wellness

Let's Start A Conversation

Do you want to transform your business by successfully opening a door into a new market? Expanding your market share? Or meeting a regulatory challenge through a revamped business model? 

No matter what challenges you face — and no matter what your long-term growth goals are  — Princeton Financial Consultants can help.

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