![Anne O’Hara](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Anne O’Hara is a Fixed Income Analyst at Oakwood Capital Management LLC (California).
She joined Oakwood Capital Management in 2018.
As the Fixed Income Portfolio Analyst to the Fixed Income Department, her daily responsibilities include securities set-up, trade processing, trade follow-up, asset allocations, computer support, account monitoring, marketing support, new business proposals and maintaining departmental credit files.
She received her undergraduate degree from the University of California, Santa Barbara.
Anciens postes connus de Anne O’Hara
| Sociétés | Poste | Fin |
|---|---|---|
Oakwood Capital Management LLC (California)
 Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood determines client’s wealth management goals, and then the firm seeks to attain above-market returns at below-market risk over stock and bond market cycles. Client portfolios are created using time-tested and innovative investment methodologies that are based on extensive quantitative methods and sound research. Oakwood typically rebalances a client’s portfolio when the difference between the client’s asset allocation guidelines and the portfolio is approximately plus or minus 20%. | Analyst-Fixed Income | 08/07/2021 |
Formation de Anne O’Hara
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Oakwood Capital Management LLC (California)
Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood determines client’s wealth management goals, and then the firm seeks to attain above-market returns at below-market risk over stock and bond market cycles. Client portfolios are created using time-tested and innovative investment methodologies that are based on extensive quantitative methods and sound research. Oakwood typically rebalances a client’s portfolio when the difference between the client’s asset allocation guidelines and the portfolio is approximately plus or minus 20%. | Finance |
University of California, Santa Barbara
 University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
