Kevin O’Connor

CPC, CPFA, Managing Director of Institutional Services

Kevin is a Certified Pension Consultant with over 25 years experience working with corporate retirement plans including plan administration, compliance, record keeping and asset allocation investment solutions. He has dedicated his career to retirement services and as a Senior Account Manager; Kevin is responsible for advisory oversight and quality standards for client accounts in accordance with the client’s investment and operational policies. Kevin is also responsible for research and analysis in support of the firm’s investment processes, philosophy and quality standards.

Prior to joining Pacific Portfolio in November 2012, Kevin was a senior product manager at Russell Investments in Seattle where he was responsible for facilitating the development, implementation and management of various investment products focusing on retirement solutions for 401k Plans and post retirement investors.

Before joining Russell, Kevin was a director of product planning for ADP Retirement Services in Florham Park, New Jersey. In this role he was responsible for the design, development and implementation of retirement plan products and services for ADP’s retirement services business. In addition, Kevin developed ADP’s government plans business that provided retirement savings plans as an alternative to social security for certain governmental employees.

As a native of the northwest, Kevin began his financial services career in Seattle with IPC Pension Services as a pension administrator before joining William M. Mercer as a consulting analyst. In these roles, Kevin was responsible for managing defined contribution retirement plans including all record keeping, compliance testing, trust reconciliation and tax reporting.

Kevin holds a Bachelor of Arts degree in Business Administration with a concentration in Finance from Eastern Washington University. Kevin is a Certified Pension Consultant and is also designated as a Qualified Pension Administrator by the American Society of Pension Professionals & Actuaries (ASPPA).