Magda O'Doherty, CFA

Magdalena O'Doherty, CFA, is a Financial Advisor with over 15 years of experience in investment management, wealth management, and financial strategy. Prior to joining HAS Wealth Management & Insurance Solutions, she held senior leadership positions at J.P. Morgan Asset Management in both New York and London, where she worked across a broad range of asset classes, including equities, fixed income, multi-asset portfolios, and alternative investments. Throughout her career, she has partnered with investment professionals, business leaders, and clients to develop solutions focused on long-term financial success.

Before joining J.P. Morgan, Magdalena held positions with leading financial institutions, including BNP Paribas Cardif and BNY Mellon, gaining extensive experience in financial analysis, risk management, operations, and strategic planning.

Originally from Paris, France, Magdalena holds a Master's degree in Economics and a postgraduate degree in Banking, Finance, and Insurance from Université Paris-Dauphine. She is a CFA charterholder, a globally recognized credential that reflects advanced investment expertise, rigorous professional standards, and a commitment to putting clients' interests first.

Today, Magdalena works closely with individuals, families, retirees, and business owners to help them navigate retirement planning, investment management, tax-efficient wealth strategies, and major life transitions. She is passionate about financial education and empowering clients to make informed decisions with confidence and clarity.

Magdalena lives in Connecticut with her husband, daughter, and their beloved pet Gizmo. Outside of her advisory practice, she enjoys promoting financial literacy through educational workshops and community outreach programs.