Patrick S. O'Hara
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Perfil
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.
Antiguos cargos conocidos de Patrick S. O'Hara.
Empresas | Cargo | Fin |
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PFM Asset Management LLC
PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Corporate Officer/Principal | - |
Formación de Patrick S. O'Hara.
Hobart & William Smith Colleges | Undergraduate Degree |
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Empresas privadas | 1 |
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PFM Asset Management LLC
PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Finance |
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