Niva WealthLet’s talk

Edward O'Connor

Partner at Cooke & Bieler

Investment adviser registrationPhiladelphia, PASEC record checked 17 October 2026

24
Years in the industry
24
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Edward O'Connor is Partner of Cooke & Bieler, L.P., a Philadelphia investment adviser managing $10.6B. Edward O'Connor has been registered through Cooke & Bieler since 1 October 2002 and has 24 years in the industry across 1 firm.

Role at Cooke & Bieler

Title on Schedule A
Partner
Control
Edward O'Connor is a control person of Cooke & Bieler.
Ownership
The filed direct ownership band is 10% to 25%.
Tenure
Edward O'Connor has held the filed role since May 2006.

The firm

Cooke & Bieler, L.P.
Philadelphia, PA

Form ADV filed 30 March 2026

$10.6B AUM209 clients14 advisers2 offices

Career on record

Edward O'Connor has been registered through Cooke & Bieler since October 2002.

Firms and exams, newest first
  1. Cooke & Bieler, L.p.Current
    – present · 24 years
    Philadelphia, PA · Adviser representative · Firm CRD 113859

Registrations and exams

Edward O'Connor has a current investment-adviser registration in Pennsylvania and has passed 0 qualifying exams.

Pennsylvania1 October 2002
Scope
Investment adviser representative
Status
Approved

Examinations

No examinations are on Edward O'Connor’s record.

Individual record

Full name
Edward W O'Connor
CRD
4541253
Firm
Cooke & Bieler, L.P.
Registration status
Investment adviser registration
Office
Two Commerce Square, 2001 Market Street, Suite 4000, Philadelphia, PA 19103
Firm bio
cooke-bieler.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Cooke & Bieler identifies Edward O’Connor (“Ted”) as a partner and analyst/portfolio manager. Before joining, he served as a U.S. diplomat and worked at Cambiar Investors. Official firm biography

Education

  • He earned an undergraduate degree in economics and philosophy from Colgate University and an MBA from the University of Chicago.Official firm biography

Common questions

Where does Edward O'Connor work?

Edward O'Connor has been Partner of Cooke & Bieler, L.P. since May 2006, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Is Edward O'Connor a financial advisor?

Yes. Edward O'Connor has a current investment-adviser registration in Pennsylvania, through Cooke & Bieler since October 2002, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Edward O'Connor have?

Edward O'Connor has worked in the financial industry for 24 years as of 17 October 2026, counted from 1 October 2002, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

Where is Edward O'Connor based?

Edward O'Connor’s registered office is in Philadelphia, PA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Cooke & Bieler

Sources

  1. IAPD individual record, CRD 4541253. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Cooke & Bieler, L.P., filed 30 March 2026. Title, control and ownership bands.
  3. Cooke & Bieler team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Edward O'Connor or Cooke & Bieler, L.P. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.