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Profile
Erik Mo O'Neill is the founder of NorthCape Wealth Management LLC.
He currently holds a position as Director at Erie & Niagara Insurance Association.
Erik O'Neill active positions
| Companies | Position | Start |
|---|---|---|
Erie & Niagara Insurance Association
 Erie & Niagara Insurance Association Property/Casualty InsuranceFinance Property and Casualty Insurance | Director/Board Member | - |
NorthCape Wealth Management LLC
 NorthCape Wealth Management LLC Investment ManagersFinance NorthCape carefully constructs a risk-adjusted, tax-efficient, and cost-effective asset allocation strategy based on a client’s unique cash flow needs, stated return and risk profile. Security selection is based on qualitative, quantitative, technical, and relative strength metrics. Portfolio holdings are constantly monitored and adjusted as market conditions and their clients’ circumstances dictate. The firm predominantly utilizes a combination of active and passive strategies to allocate client assets primarily among publicly traded securities, such as stocks, bonds, ETFs, mutual funds, and/or separately managed portfolios. | Chief Executive Officer | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
11
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Erie & Niagara Insurance Association
Erie & Niagara Insurance Association Property/Casualty InsuranceFinance Property and Casualty Insurance | Finance |
NorthCape Wealth Management LLC
NorthCape Wealth Management LLC Investment ManagersFinance NorthCape carefully constructs a risk-adjusted, tax-efficient, and cost-effective asset allocation strategy based on a client’s unique cash flow needs, stated return and risk profile. Security selection is based on qualitative, quantitative, technical, and relative strength metrics. Portfolio holdings are constantly monitored and adjusted as market conditions and their clients’ circumstances dictate. The firm predominantly utilizes a combination of active and passive strategies to allocate client assets primarily among publicly traded securities, such as stocks, bonds, ETFs, mutual funds, and/or separately managed portfolios. | Finance |
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