Profile
Mr. David J.
O'Leary, CFA, is Co-Founder, Chairman & Chief Investment Officer at AER Advisors, Inc. He joined AER Advisors in March 2000.
Mr. O'Leary was previously employed as Senior Vice President by Fidelity Investments, Chairman & Chief Executive Officer by Alpha Equity Research, Inc., and Founder by Alpha Equity Advisers LLC.
He also served on the board at Fox-Pitt, Kelton, Inc.
Mr. O'Leary holds a Bachelor's Degree in Economics from Harvard University and is a Chartered Financial Analyst.
Former positions of David J. O'Leary
| Companies | Position | End |
|---|---|---|
Alpha Equity Research, Inc.
 Alpha Equity Research, Inc. Investment Banks/BrokersFinance Founded in 1994 Alpha Equity Research, Inc. is a broker/dealer located in North Hampton, New Hampshire. They use the Alpha Sector System, proprietary discipline for identifying positive money flow in 36 industry sectors of the US equity market. As a real-time decision tool, Alpha Sector guides portfolio managers to over-weight positive sectors and avoid negative sectors in order to produce high relative total returns. The Alpha Sector System is a stock allocation system that includes large-cap, mid-cap, small-cap and alpha value. | President | 2007-12-30 |
Alpha Equity Advisers LLC
 Alpha Equity Advisers LLC Investment ManagersFinance Located in Williamsburg, Virginia, Alpha Equity Advisers LLC is an investment adviser for pension funds, insurance companies, foundations and high net worth individuals. | Corporate Officer/Principal | 2006-12-31 |
| Fidelity Investments (New York) | Corporate Officer/Principal | 2004-08-30 |
| Fox-Pitt, Kelton, Inc. | Corporate Officer/Principal | 1986-12-30 |
AER Advisors, Inc.
 AER Advisors, Inc. Investment ManagersFinance Founded in 2000 by founded by Carol O'Leary and David O'Leary, AER Advisors, Inc. is a registered investment advisor located in North Hampton, New Hampshire. The firm provides institutional research, investment management and actively-managed ETF strategies to institutional and individual investors throughout the US. AER Advisors actively manages 2 equity ETFs in the US, which are traded on the NYSE Arca. | Founder | - |
Training of David J. O'Leary
| Harvard University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Alpha Equity Advisers LLC
Alpha Equity Advisers LLC Investment ManagersFinance Located in Williamsburg, Virginia, Alpha Equity Advisers LLC is an investment adviser for pension funds, insurance companies, foundations and high net worth individuals. | Finance |
Alpha Equity Research, Inc.
Alpha Equity Research, Inc. Investment Banks/BrokersFinance Founded in 1994 Alpha Equity Research, Inc. is a broker/dealer located in North Hampton, New Hampshire. They use the Alpha Sector System, proprietary discipline for identifying positive money flow in 36 industry sectors of the US equity market. As a real-time decision tool, Alpha Sector guides portfolio managers to over-weight positive sectors and avoid negative sectors in order to produce high relative total returns. The Alpha Sector System is a stock allocation system that includes large-cap, mid-cap, small-cap and alpha value. | Finance |
AER Advisors, Inc.
AER Advisors, Inc. Investment ManagersFinance Founded in 2000 by founded by Carol O'Leary and David O'Leary, AER Advisors, Inc. is a registered investment advisor located in North Hampton, New Hampshire. The firm provides institutional research, investment management and actively-managed ETF strategies to institutional and individual investors throughout the US. AER Advisors actively manages 2 equity ETFs in the US, which are traded on the NYSE Arca. | Finance |
| Fox-Pitt, Kelton, Inc. | Finance |
| Fidelity Investments (New York) |
- Stock Market
- Insiders
- David J. O'Leary
