![David J. O'Leary](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profilo
Mr. David J.
O'Leary, CFA, is Co-Founder, Chairman & Chief Investment Officer at AER Advisors, Inc. He joined AER Advisors in March 2000.
Mr. O'Leary was previously employed as Senior Vice President by Fidelity Investments, Chairman & Chief Executive Officer by Alpha Equity Research, Inc., and Founder by Alpha Equity Advisers LLC.
He also served on the board at Fox-Pitt, Kelton, Inc.
Mr. O'Leary holds a Bachelor's Degree in Economics from Harvard University and is a Chartered Financial Analyst.
Precedenti posizioni note di David J. O'Leary
Società | Posizione | Fine |
---|---|---|
Alpha Equity Research, Inc.
![]() Alpha Equity Research, Inc. Investment Banks/BrokersFinance Founded in 1994 Alpha Equity Research, Inc. is a broker/dealer located in North Hampton, New Hampshire. They use the Alpha Sector System, proprietary discipline for identifying positive money flow in 36 industry sectors of the US equity market. As a real-time decision tool, Alpha Sector guides portfolio managers to over-weight positive sectors and avoid negative sectors in order to produce high relative total returns. The Alpha Sector System is a stock allocation system that includes large-cap, mid-cap, small-cap and alpha value. | Presidente | 31/12/2007 |
Alpha Equity Advisers LLC
![]() Alpha Equity Advisers LLC Investment ManagersFinance Located in Williamsburg, Virginia, Alpha Equity Advisers LLC is an investment adviser for pension funds, insurance companies, foundations and high net worth individuals. | Corporate Officer/Principal | 01/01/2007 |
Fidelity Investments (New York) | Corporate Officer/Principal | 31/08/2004 |
Fox-Pitt, Kelton, Inc. | Corporate Officer/Principal | 31/12/1986 |
AER Advisors, Inc.
![]() AER Advisors, Inc. Investment ManagersFinance Founded in 2000 by founded by Carol O'Leary and David O'Leary, AER Advisors, Inc. is a registered investment advisor located in North Hampton, New Hampshire. The firm provides institutional research, investment management and actively-managed ETF strategies to institutional and individual investors throughout the US. AER Advisors actively manages 2 equity ETFs in the US, which are traded on the NYSE Arca. | Fondatore | - |
Formazione di David J. O'Leary
Harvard University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 5 |
---|---|
Alpha Equity Advisers LLC
![]() Alpha Equity Advisers LLC Investment ManagersFinance Located in Williamsburg, Virginia, Alpha Equity Advisers LLC is an investment adviser for pension funds, insurance companies, foundations and high net worth individuals. | Finance |
Alpha Equity Research, Inc.
![]() Alpha Equity Research, Inc. Investment Banks/BrokersFinance Founded in 1994 Alpha Equity Research, Inc. is a broker/dealer located in North Hampton, New Hampshire. They use the Alpha Sector System, proprietary discipline for identifying positive money flow in 36 industry sectors of the US equity market. As a real-time decision tool, Alpha Sector guides portfolio managers to over-weight positive sectors and avoid negative sectors in order to produce high relative total returns. The Alpha Sector System is a stock allocation system that includes large-cap, mid-cap, small-cap and alpha value. | Finance |
AER Advisors, Inc.
![]() AER Advisors, Inc. Investment ManagersFinance Founded in 2000 by founded by Carol O'Leary and David O'Leary, AER Advisors, Inc. is a registered investment advisor located in North Hampton, New Hampshire. The firm provides institutional research, investment management and actively-managed ETF strategies to institutional and individual investors throughout the US. AER Advisors actively manages 2 equity ETFs in the US, which are traded on the NYSE Arca. | Finance |
Fidelity Investments (New York) | |
Fox-Pitt, Kelton, Inc. | Finance |
- Borsa valori
- Insiders
- David J. O'Leary