Daniel Patrick O'Connell

Evergreen Capital Advisors, Inc. was founded by Daniel Patrick (Pat) O'Connell, who serves as its president. Pat O'Connell has spent the last 14 years providing financial advisory services to local governments. A specialty has been financing for farmland and open space preservation. The installment-purchase farmland preservation financing program that he designed for Howard County, Maryland was given the GFOA's Award for Excellence in Financial Management, and has been implemented in Harford and Anne Arundel counties, Maryland; Virginia Beach and Chesapeake, Virginia; Burlington and Mercer counties, New Jersey; and six Pennsylvania counties.

Prior to his work as financial advisor, Mr. O'Connell served on the board of directors and managed the public finance activities of Butcher & Singer Inc., a Philadelphia-based investment banking firm that was a member of the New York Stock Exchange and which is now a part of Wachovia Securities. He was also associated for three years with the Wall Street investment banking firm of Goldman, Sachs and Co., where he sold fixed-income and equity securities to regional institutions.

Pat O'Connell graduated from Princeton University with an A.B. in Economics, and received his M.B.A. from the University of Virginia's Colgate Darden Graduate School of Business Administration. He is an associate member of the Maryland Public Finance Officers Association and serves on the National Advisory Council of the Trust for Public Land, a San Francisco-based land conservation organization. He has spoken frequently at national conferences of the Land Trust Alliance and American Farmland Trust on financing land preservation.

Mr. O'Connell formerly served as trustee of Children's Seashore House, a 77-bed pediatric rehabilitation hospital with facilities in Philadelphia and Atlantic City, and as Commissioner of Revenue and Finance for the Borough of Harvey Cedars, New Jersey, one of a three-person elected governing body for the town. He also served as an Adjunct Professor in Finance at the Richard Stockton College of New Jersey. He and his wife, a commercial airline pilot, have two children.

Daniel Patrick O'Connell
(609) 915-9886