"Extraordinary", as described by Barron's Magazine in their cover stroy article in Feb. 2010, in referring to the investment advisory services and research at Pinkerton Retirement Specialists, LLC.
"Top 1/10 of 1%" among over 12,000 advisors at LPL Financial since 2004.
"Outstanding Advisor or the Year" awarded by Registered Rep. Magazine in 2010.
#1 Financial Advisor in Idaho...
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Pinkerton Retirement Specialists, LLC
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Author Bios
Gerry O'Connor
Gerald M. O’Connor heads Spectrem Group’s research initiative in the retirement services and institutional investment markets, including surveys assessing attitudes, behaviors and market needs.
Prior to joining Spectrem, Gerry spent 14 years in market research and strategic planning for CIGNA’s individual financial services and employees benefits operations. He spent six years managing the retirement research activities at Access Research, Inc., before it became part of Spectrem Group.
His research experience includes the design and implementation of syndicated and custom research studies using a wide variety of qualitative and quantitative methodologies. He has completed proprietary research assignments for most of the leading firms offering retirement plans and investment products.
Gerry has also conducted proprietary research studies focusing on investment management practices in the endowment and foundation market. These studies included one-on-one interviews with investment committee members, telephone interviews of endowment managers and interviews with providers of investment services in this market. While at CIGNA, he managed all research supporting and assessing the effectiveness of the firm’s national advertising.
O’Connor has a BS from Lowell Technological Institute and an MBA from Rensselaer Polytechnic Institute.
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