Stephen P. O’Donnell, Sr.
Chief Executive Officer
Director, Portfolio Manager
Steve finds great joy in helping people make money and build wealth. He feels honored to serve as a fiduciary to O’Donnell Wealth Management’s many clients throughout the country. He believes that managing risk is more important than chasing returns.
Born in New York in the mid-1960s into an Irish and Italian family, he developed a great love over the years for the Rocky Mountains and the State of Wyoming. Upon graduating from high school, he served in the US Marine Corps.
Steve Sr. began his career in the investment management business over two decades ago at Merrill Lynch as a Financial Consultant. He quickly proved himself to be a top performer and was recruited by competing firm Smith Barney a year later. He spent seven years working for Smith Barney in the roles of Financial Advisor, Portfolio Manager, and Branch Manager. He was recruited by Morgan Stanley in 2007 and spent two years as Vice President and Portfolio Manager there. In 2009, Steve started an independent firm called O’Donnell & Associates. After his youngest child graduated from high school in 2014, and after spending 17 years living and working in New York, Steve and his wife, Sue Jean, decided to take up residence back in the great state of Wyoming. In 2015, Steve founded O’Donnell Wealth Management.
Steve has been referred to as a “renaissance man” over the years in various media outlets because of his many interests and talents. After serving in the Marine Corps, he worked for various law enforcement agencies, where he developed new training methods that increased officer safety and reduced injuries to suspects. Those methods are still being used by many law enforcement today after two decades. Steve is considered a master of the Japanese Art of Aikido, which he has practiced for 26 years. His other interests over the years include rock climbing and abstract expressionist painting. His painting, titled “Pleasure,” won a first-place award in New York City in 2013.
Steve and his wife of 32 years, Sue Jean, have three grown children, all of whom reside and work in Wyoming.
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Office located in Cody, WY.