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.
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.
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