Patrick S. O'Hara

Mr. O’Hara joined PFM in February 2010 as a Senior Managing Consultant.
His primary focus is to provide investment advisory and portfolio management services to higher education institutions in the Northeast.
Mr. O’Hara has extensive experience serving Higher Education Institutions including investment consulting for endowment funds, operating funds, cash management, broker/dealer services and alternative investments.
He has 24 years of investment management experience including investment consulting, asset allocation, portfolio management and manager search and selection.
Prior to joining PFM, Mr. O’Hara was the Principal of Statesmen Capital Advisors, LLC an investment consulting firm focused on serving not-for-profits.
Before Statesmen Capital Advisors, he was Vice President Business Leader, Endowments & Foundations with Diversified Investment Advisors.
In addition, he served Higher Education and Institutional clients when he held positions with the Commonfund and GE Capital.
Mr. O’Hara graduated from Hobart College in Geneva, New York.
He is FINRA series 6, 7, 24, 55, 63 licensed.
He is a graduate of the Endowment Institute.
He serves as a Trustee for Junior Achievement of the Hudson Valley and Treasurer of the Sea Beach Association.