Profilo
Dave O’Rourke is Chief Evangelical Officer at Financial Gravity Cos., Inc. since 2020.
Formerly, Mr. O’Rourke was Chief Distribution Officer at Freedom Investment Management, Inc. (US).
Education includes an undergraduate degree from the University of California, Berkeley, conferred in 1977.
Posizioni attive di Dave O’Rourke
| Società | Posizione | Inizio |
|---|---|---|
| FINANCIAL GRAVITY COMPANIES, INC. | Corporate Officer/Principal | 01/05/2020 |
Precedenti posizioni note di Dave O’Rourke
| Società | Posizione | Fine |
|---|---|---|
Freedom Investment Management, Inc. (US)
Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom utilizes quantitative tools, factor-based strategies, and systematic investment approaches in the management of client portfolios. The firm also believes in efficient markets and that passive fund management can be an effective means to take advantage of those efficiencies. For some of their model portfolios, they look for pure asset-class investment vehicles with which to build efficient and low-cost portfolios. Freedom uses low-cost asset-class and/or index mutual funds to structure certain portfolios. They will use certain ETFs to construct certain portfolios. On occasion, the firm will allocate funds to traditional actively managed investment products. | Corporate Officer/Principal | - |
Formazione di Dave O’Rourke
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Freedom Investment Management, Inc. (US)
Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom utilizes quantitative tools, factor-based strategies, and systematic investment approaches in the management of client portfolios. The firm also believes in efficient markets and that passive fund management can be an effective means to take advantage of those efficiencies. For some of their model portfolios, they look for pure asset-class investment vehicles with which to build efficient and low-cost portfolios. Freedom uses low-cost asset-class and/or index mutual funds to structure certain portfolios. They will use certain ETFs to construct certain portfolios. On occasion, the firm will allocate funds to traditional actively managed investment products. | Finance |
Financial Gravity Cos., Inc.
Financial Gravity Cos., Inc. Investment ManagersFinance Operates as a holding company whose subsidiaries provides investment advisory, security brokerage and taxation services | Finance |
















