Our Advisors

Kevin O’Hanlon

Executive Vice President and Director of Business Development


Mr. O’Hanlon has over 30 years of executive experience servicing the financial needs of affluent and high net worth clientele. Previously at EverBank, he developed a platform to provide the firm’s banking and lending solutions to independent financial advisors. As Chairman and CEO of Merrill Lynch Credit Corporation, Mr. O’Hanlon introduced innovative high-end lending solutions to the firm’s high net worth client base and the lending industry. While there, he led the business unit honored with the first – and still only – Malcolm Baldridge Award for Quality ever awarded to a financial firm. Mr. O'Hanlon serves on the board of an educational foundation benefiting inner city students in New York City.

Office 203.413.9303
Fax 203.413.9203