Joe O'Flaherty
Directeur en chef des Investissements chez Channel Wealth LLC
Profil
Mr. Joseph R.
O'Flaherty is a Chief Investment Officer at Channel Wealth LLC.
He leads portfolio management, trading, research and market analysis for the firm’s advisor teams and clients.
In addition, he collaborates to deliver comprehensive financial planning to client families and their related businesses.
Mr. O'Flaherty was previously employed as a Portfolio Manager & Senior Research Analyst by Nuveen Asset Management LLC, a Global Research Analyst by Santa Barbara Asset Management LLC, a Financial Analyst by Clover Telecom Asset Management LLC, and a Head Securities Trader by Howard Capital Management, Inc. (Georgia).
He received his undergraduate degree from the University of California, Santa Barbara and an MBA from Pepperdine University.
Postes actifs de Joe O'Flaherty
| Sociétés | Poste | Début |
|---|---|---|
Channel Wealth LLC
 Channel Wealth LLC Investment ManagersFinance Channel Wealth LLC is an independent, SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was formed in 2019 and is owned by Justin Anderson, Christian Snowden, Maxwell Phillips, Justin Pollack, and Brett Weichbrod. Channel Wealth offers discretionary investment management, non-discretionary and investment advisory services, financial planning and consulting to various clients. | Directeur en chef des Investissements | - |
Anciens postes connus de Joe O'Flaherty
| Sociétés | Poste | Fin |
|---|---|---|
Santa Barbara Asset Management LLC
 Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Analyst-Equity | 28/02/2013 |
Sagent LLC
 Sagent LLC Specialty TelecommunicationsCommunications Sagent LLC engages in the provision of communications network equipment, repair solutions, and maintenance services. It offers telecommunication services, network technology, wireless technology, cable MSO technology, and datacenter services. The company was founded in 2001 and is headquartered in Coppell, TX. | Corporate Officer/Principal | 31/10/2009 |
Howard Capital Management, Inc. (Georgia)
 Howard Capital Management, Inc. (Georgia) Investment ManagersFinance Howard Capital Management, Inc. (HCM) is an independent, SEC-registered investment advisor headquartered in Roswell, Georgia. The firm was founded by Ronald Howard in 1999. HCM offers professional money management services to private clients, financial advisors, and registered investment advisors through a suite of separately managed accounts, retirement tools, self-directed brokerage accounts, proprietary mutual funds and ETFs. | Corporate Officer/Principal | 30/04/2007 |
Nuveen Asset Management LLC
 Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Analyst-Equity | - |
Formation de Joe O'Flaherty
| Pepperdine University | Masters Business Admin |
| University of California, Santa Barbara | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Finance |
Sagent LLC
Sagent LLC Specialty TelecommunicationsCommunications Sagent LLC engages in the provision of communications network equipment, repair solutions, and maintenance services. It offers telecommunication services, network technology, wireless technology, cable MSO technology, and datacenter services. The company was founded in 2001 and is headquartered in Coppell, TX. | Communications |
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Finance |
Howard Capital Management, Inc. (Georgia)
Howard Capital Management, Inc. (Georgia) Investment ManagersFinance Howard Capital Management, Inc. (HCM) is an independent, SEC-registered investment advisor headquartered in Roswell, Georgia. The firm was founded by Ronald Howard in 1999. HCM offers professional money management services to private clients, financial advisors, and registered investment advisors through a suite of separately managed accounts, retirement tools, self-directed brokerage accounts, proprietary mutual funds and ETFs. | Finance |
Channel Wealth LLC
Channel Wealth LLC Investment ManagersFinance Channel Wealth LLC is an independent, SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was formed in 2019 and is owned by Justin Anderson, Christian Snowden, Maxwell Phillips, Justin Pollack, and Brett Weichbrod. Channel Wealth offers discretionary investment management, non-discretionary and investment advisory services, financial planning and consulting to various clients. | Finance |
