Daniel Patrick O'Connell

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.


Evergreen Capital Advisory is an independent financial advisor; the firm does not underwrite, sell or trade securities. Although not an underwriting participant, Evergreen's principals are involved with the market on an ongoing basis, assisting clients with bond issues as well as rating agency negotiations. Evergreen seeks to be creative for its clients by examining new ideas; proactive by seeking and guarding the client's best interest without the client asking for such attention; and thorough by examining all financing options to assure that the client has the benefit of all requisite information.

Evergreen offers a broad range of financial advisory services including general obligation bonds, golf course revenue bonds, refinancing and escrow restructurings, construction and state agency financings, tax increment financings, master lease agreements, and swaps advisory work.

Evergreen also focuses on providing financial advisory services to state and local governments for farmland and open space preservation programs through its affiliate Evergreen Conservation Finance. Evergreen's professionals understand the issues that drive these programs and have a national reputation for knowledge and innovation in dealing with these issues.

Evergreen founder Daniel Patrick O'Connell has 28 years' experience working with municipal securities. His experience includes 14 years as a financial advisor, 11 years in public finance for a regional investment bank and three years in securities sales for a Wall Street firm. Over these years, Mr. O'Connell has sold, underwritten or served as advisor for more than $9 billion in tax-exempt financing. Evergreen Managing Director Honora Freeman has 22 years' experience in government, including 12 years with Baltimore County and 10 years with Baltimore City, ultimately serving as Deputy Chief of Staff for Mayor Schmoke. Jacqueline Lopez-Ona, a Managing Director, has over 15 years' experience in financial and economic analysis.

Contact Daniel Patrick O'Connell

Evergreen Capital Advisors
32 Nassau Street
4th floor
Princeton, New Jersey  08542
Phone: (609) 915-9886


Service Area

Statewide service provider in:
  • New Jersey

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