Team

senior leadership

John O'Connor

John O'Connor

Principal

joconnor@3dadvisor.com

John co-founded 3D Asset Management in 2006 specifically to provide advisors, RIAs and independent BDs with cost-effective investment solutions and value-added practice management programs. He began his career in early 1982 with the independent firm, North American Investment Corp, filling roles in the back-office, marketing, product management and as an on-the-road wholesaler. John's entire career has been focused on providing brokers and advisors with innovative products and top quality support in the RIA and independent and insurance-affiliated BD channels.

Sheryl O'Connor

Sheryl O'Connor

Principal

soconnor@3dadvisor.com

Sheryl O'Connor has more than 30 years of experience in project management, training, information technology and operations management, having worked at companies including MassMutual and The Hartford. As a Principal and founding member of 3D Asset Management, Sheryl is responsible for the firm's middle and back-office operations, implementing strategic initiatives, and overseeing the ongoing development and growth of the WealthConductor Retirement Income Program.

Benjamin Lavine

Benjamin Lavine

CIO

blavine@3dadvisor.com

Ben serves as the Chief Investment Officer and sits on the executive management and investment committees at 3D. Ben works closely with 3D’s investment committee to refine and enhance the investment architecture underlying 3D’s ETF managed portfolios used in the firm’s wealth management and retirement programs. Ben also helps 3D’s investment advisors and clients with understanding current market developments that are driving risks and returns. Ben is a Chartered Financial Analyst and has over 18 years of investment experience covering global investment management and institutional consulting. Ben brings a versatile investment background and knowledge set having served as a portfolio manager on the developed markets equity team at Batterymarch Financial Management and as a senior executive within the Funds Management Division at Wilshire Associates.

Andrew Lucich

Andrew Lucich

CCO

alucich@3dadvisor.com

As the Chief Compliance Officer, Drew oversees the firm's compliance and risk management functions. He has over 25 years of experience in the financial services industry, serving the past 15 years as a compliance executive. Prior to joining 3D, he was Chief Compliance Officer for the Boston-area firms Highmount Capital, Capital Formation Group and Family Capital Trust. Mr. Lucich also held various executive, operations and risk management positons at these firms. Drew is a member of The National Society of Compliance Professionals and The Fiduciary and Investment Risk Management Association. He holds the CFIRS designation and has passed the FINRA Series 7, 63 and 66 Exams.

Tom O'Connor

Tom O’Connor

CTO

toconnor@3dadvisor.com

Tom O'Connor joined 3D Asset Management in 2009 with more than five years of experience in information technology. As Chief Technology Officer, Tom is responsible for the selection and implementation of the firm's technology, data management, reporting and key partner interfaces; in addition to serving on the Investment Committee.

John co-founded 3D Asset Management in 2006 specifically to provide advisors, RIAs and independent BDs with cost-effective investment solutions and value-added practice management programs. He began his career in early 1982 with the independent firm, North American Investment Corp, filling roles in the back-office, marketing, product management and as an on-the-road wholesaler. John's entire career has been focused on providing brokers and advisors with innovative products and top quality support in the RIA and independent and insurance-affiliated BD channels.

Senior Sales Team

Matt Shute
Business Development Associate
mshute@3dadvisor.com
(860) 291-1998

Business Development Team

Chris Lindblom

Marketing Analyst

clindblom@3dadvisor.com

(860)291-1998

Operations Team

Lauren Madara
Director of Operations
lmadara@3dadvisor.com
(860) 291-1998

Sharon Handville
Senior Operations Analyst
shandville@3dadvisor.com
(860) 291-1998

Susan Gallagher
Operations Analyst
sgallagher@3dadvisor.com
(860) 291-1998

Grow Your Business

Learn more about how to grow your business while providing your clients with globally diversified managed portfolios.