Hello, I'm James O.
Seasoned investment professional with decades of experience managing investment portfolios, teams and successfully overseeing portfolios or firms in transition. Have helped build and rebuild divisions and firms leading to sale or successful transition to new owners or management team.
Details
- LocationUnited States
- Years of Relevant Experience20+ years
- Seniority LevelExecutive
- Highest Level of EducationDegree
Current / Most Recent Job Title
CIO/Portfolio Manager
Current / Most Recent Employment
Portfolio Manager
Industry
- Financial Services
Specific Jurisdictions That I'm Qualified In or Can Cover
Language(s)
- English, United States
Professional Membership / Certification
BA's in English and Economics, former Board member of National Association of Petroleum Investment Analysts and member of the NYSSA, FAF and other industry organizations.
Skills
Successfully managed equity, balanced and fixed income portfolios for a variety of firms including individuals, institutions and investment foundations. Have managed mutual funds and insurance company assets. Turnaround specialist for poorly performing portfolios and investment divisions.
Areas of Professional Interest
Public equity markets, active and passively managed portfolios and creation of appropriate asset allocation models for companies and individuals.
Other Past Relevant / Notable Employer(s)
Argus Research, New York Life Insurance, Fox Asset Management, Sunnymeath Asset Management and others upon request.