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Meet the Beanstox CEO

00:20:00

Aug 5, 2021 12:44 PM

Seriously Simple Investing®
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Beanstox Inc. (“Beanstox”) is an SEC registered investment adviser and has arranged for brokerage services to be provided by DriveWealth LLC., a registered broker-dealer and member of FINRA/SIPC. DriveWealth is not affiliated with Beanstox.

Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and risk tolerance levels and Beanstox’s charges and expenses. The information provided herein is for illustrative purposes only and does not constitute personalized investment advice, recommendations or solicitations to hold, buy or sell any investment or security of any kind. Beanstox’s internet-based advisory services are designed to assist clients in achieving investment goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2A and Part 3 CRS and other disclosures.

Speakers

Connor O'Brien
CEO, President, Director & Co-Owner @Beanstox
Connor leads the development, team building and management of the company. Mr. O’Brien has over 30 years of experience in financial services, including 15 years in New York, at Lehman Brothers and Merrill Lynch, followed by investment management in leading a mutual fund business and then leading the successful development and growth of O’Shares ETFs with ETFs listed on the New York Stock Exchange. He has led Beanstox through product development and successful release in the AppStores. He is a graduate of Dartmouth College (MBA) and Middlebury College (BA in Physics and Economics).