Sterling Oak Advisors

Ryan O'Connor is a financial advisor at Sterling Oak Advisors in Boston, MA, with four years of industry experience. He holds a Series 65 designation and has been with Sterling Oak Wealth Advisors since 2020. His prior work includes roles at Eli's on Whitney, Quinnipiac University, The Cottage Wellesley, and Dover-Sherborn Regional High School. Sterling Oak Advisors serves primarily high-net-worth individuals and retirement plans, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm focuses on portfolios concentrated in dividend-paying and dividend-growing blue-chip equities and low-cost ETFs, employing a long-term investment approach supported by various analytical methods.

Brian O'Connor is a financial advisor at Sterling Oak Advisors in Boston, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Sterling Oak Advisors since 2009. O'Connor is also a partner and equity analyst at Sterling Oak Asset Management, a small investment management company specializing in equity portfolio management. Sterling Oak Advisors serves primarily high-net-worth individuals and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm focuses on concentrated portfolios of dividend-paying and dividend-growing blue-chip equities and low-cost ETFs, using a long-term investment approach informed by various analytical methods.