Meghan Shay O'Donnell
Gestionnaire de Portefeuille-Actions chez Segall Bryant & Hamill LLC
Profil
Ms. Meghan S.
O'Donnell is a Senior Portfolio Manager at Segall Bryant & Hamill LLC.
Her responsibilities include management of fixed income, equity and balanced portfolios for high net worth individuals and families and their related trusts, retirement plans and foundations.
She joined the firm in May 2018 as part of SBH’s acquisition of Denver Investments.
She has been in the investment industry since 1994.
During her 16-year tenure with Denver Investments, Ms. O'Donnell served as a portfolio manager in the wealth management group.
Prior to joining Denver Investments, she worked as a portfolio manager and director of new business development at Nelson Benson & Zellmer for five years.
Before joining Nelson Benson & Zellmer, she was a portfolio manager and analyst at Woodway Financial Advisors and a portfolio manager and head equity trader at Kanaly Trust Company.
Ms. O'Donnell earned her B.S.
from the University of Denver.
She is a member of CFA Institute and CFA Society Colorado.
Postes actifs de Meghan Shay O'Donnell
| Sociétés | Poste | Début |
|---|---|---|
Segall Bryant & Hamill LLC
 Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Gestionnaire de Portefeuille-Actions | 01/05/2018 |
Anciens postes connus de Meghan Shay O'Donnell
| Sociétés | Poste | Fin |
|---|---|---|
Denver Investment Advisors LLC
 Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT). | Gestionnaire de Portefeuille-Actions | 01/05/2018 |
Kanaly Trust LTA
 Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Gestionnaire de Portefeuille-Actions | 31/12/2001 |
Nelson, Benson & Zellmer, Inc.
 Nelson, Benson & Zellmer, Inc. Investment ManagersFinance Nelson, Benson & Zellmer, Inc. provides wealth management and trust services. Its services include portfolio management, policy development, fiduciary (trust) services, fiduciary tax preparation, financial counseling, asset allocation, charitable trust administration, performance measurement, custody services and family office services. The company was founded in 1983 and is headquartered in Colorado Springs, CO. | Gestionnaire de Portefeuille-Actions | 31/12/1995 |
Food Bank of the Rockies, Inc.
 Food Bank of the Rockies, Inc. Services to the Health IndustryHealth Services Food Bank of the Rockies, Inc. provides food distribution services. It is a non-profit organization that provides food collection and distribution services for emergency, community development and hunger-relief programs. The company was founded in 1978 and is headquartered in Denver, CO. | Directeur/Membre du Conseil | - |
Formation de Meghan Shay O'Donnell
| University of Denver | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Denver Investment Advisors LLC
Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT). | Finance |
Nelson, Benson & Zellmer, Inc.
Nelson, Benson & Zellmer, Inc. Investment ManagersFinance Nelson, Benson & Zellmer, Inc. provides wealth management and trust services. Its services include portfolio management, policy development, fiduciary (trust) services, fiduciary tax preparation, financial counseling, asset allocation, charitable trust administration, performance measurement, custody services and family office services. The company was founded in 1983 and is headquartered in Colorado Springs, CO. | Finance |
Kanaly Trust LTA
Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families. | Finance |
Food Bank of the Rockies, Inc.
Food Bank of the Rockies, Inc. Services to the Health IndustryHealth Services Food Bank of the Rockies, Inc. provides food distribution services. It is a non-profit organization that provides food collection and distribution services for emergency, community development and hunger-relief programs. The company was founded in 1978 and is headquartered in Denver, CO. | Health Services |
Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Finance |