As Etico enters its next phase of growth, we’re proud to announce the appointment of Mike O’Connor as Chief Financial Officer—a strategic milestone that reflects our commitment to scalable infrastructure, national expansion, and long-term advisor success.
Mike joins us with more than 15 years of financial leadership experience in wealth management, including senior roles at Realta Wealth, Atria Wealth Solutions, and Cadaret, Grant & Co. He’s a licensed Financial and Operations Principal (Series 27) and a Certified Public Accountant (CPA) in New York.
But beyond credentials, Mike brings a proven ability to lead financial operations through rapid growth, innovation, and complexity—precisely the kind of expertise Etico needs at this pivotal moment.
“Mike brings exactly the kind of strategic financial leadership we need at this stage of our growth trajectory,” said Joseph Leo, CEO of Etico. “His proven track record of building scalable financial infrastructure in dynamic wealth management environments will be instrumental as we execute on our vision to become the platform of choice for independent advisors nationwide. We're fortunate to have someone of Mike's caliber joining our team.”
As CFO, Mike will oversee Etico’s financial strategy, accounting, regulatory reporting, and capital planning. He’ll play a central role in scaling the systems that power our investment, technology, recruiting, and M&A initiatives.
“I’m thrilled to join Etico at such a pivotal moment in its life cycle,” said Mike O’Connor. “With strong momentum and a clear strategic vision, we’re positioned to accelerate our growth in meaningful ways. I look forward to partnering closely with our leadership team to expand the financial footprint that will support the next phase of scale and long-term value creation for our advisors and clients.”
Mike’s arrival marks more than a leadership change. It reinforces Etico’s ongoing investment in the foundation that enables advisors to scale with confidence:
Infrastructure built for scale, so you can grow with confidence
Financial stewardship to support our expanding M&A, technology, and product strategies
A leadership team aligned with your success, not just our own
As our platform evolves, we remain grounded in the same mission: to be the most trusted, transparent, and advisor-aligned partner in the industry.
We’re building for scale—but on advisor-first terms.