Karoline O’Connor

Executive Director & CSO

About Karoline O’Connor

Karoline has more than 30 years of experience in the financial services industry. She joined John in 1993 and they’ve remained a solid team ever since.

As Executive Director & CSO, a few of the things she is responsible for include, business development and marketing, leading the client services team, and assisting clients with their wealth planning process.

Karoline has experience as a Senior Wealth Strategy Associate for UBS from 2007 to 2021, an associate wealth advisor at Morgan Stanley from 1995 to 2007, and as an assistant to the vice president of investments at Parkway Bank and Trust Company from 1989 to 1995. She graduated from Elmhurst College with a B.S. in finance. Karoline is actively involved in the PTA and multiple sports while raising three sons with her husband of 27 years.

Securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Wealth Partners is a separate entity from LPL Financial. Gladstone Institutional Advisory, LLC and Puzzle Wealth Solutions are separate entities from LPL Financial.

Contact Information


Office: (630) 425-5416
Personal: (630) 425-5955

Office Address

1901 N. Roselle Rd
Suite 700
Schaumburg, IL 60195

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