Profile
Mr. Richard C.
O'Hara, CFA MBA, is Vice President at Wintrust Capital Management LLC since 2003.
He also works for Wayne Hummer Trust Co.
Prior to that, Mr. O'Hara was a Research Analyst for Lake Forest Capital (an asset management firm acquired by Wayne Hummer in 2003) from 1998 to 2003.
Before Lake Forest Capital, he served as a Senior Acquisition Analyst for American Express in New York City, and then the Case Corporation.
In that capacity, Mr. O'Hara participated in establishing acquisition criteria, and the evaluation and due diligence of acquisition candidates.
Mr. O'Hara holds a B.S.
with Distinction in Accounting from Pennsylvania State University and an M.B.A.
with Distinction from New York University.
He is currently pursuing a BS in Mathematics at Northwestern University.
He is a member of the Association of Investment Management Research and The Investment Analyst Society of Chicago, and the Chicago Quantitative Alliance.
Former positions of Richard C. O'Hara
| Companies | Position | End |
|---|---|---|
Wintrust Capital Management LLC
 Wintrust Capital Management LLC Investment ManagersFinance Wintrust Capital Management LLC is a registered investment advisor headquartered in Chicago. The firm is also known as Great Lakes Advisors LLC. Wintrust traces its origin to 1931 when Wayne Hummer, George Barnes and Harry Baum formed a financial services firm that provided investment advice to small and medium-sized banks. In 1981, after serving investors for 50 years, Wayne Hummer Management Co. was formed to provide discretionary, fee-based, investment management services. In 2002, Wayne Hummer Management Co. merged with Wintrust Financial Corp. (NasdaqGS: WTFC), a Chicago-based a financial services holding company and the firm became known as Wintrust Capital Management. Wintrust Capital Management consists of 3 divisions: Wayne Hummer Investments, the Chicago Trust Co. and Wayne Hummer Asset Management Co. | Analyst-Equity | 2010-12-30 |
| Lake Forest Capital Management Co. | Corporate Officer/Principal | 2002-12-30 |
| AMERICAN EXPRESS COMPANY | Corporate Officer/Principal | 2002-12-30 |
The Chicago Trust Co. NA
 The Chicago Trust Co. NA Investment ManagersFinance Part of Wintrust Financial Corp., The Chicago Trust Co. NA provides investment advice. The company is based in Chicago, IL. The company was founded in 1991. Robert J. Mayo has been the CEO of the company since 2003. | Analyst-Equity | - |
Training of Richard C. O'Hara
| The Pennsylvania State University | Undergraduate Degree |
| New York University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| AMERICAN EXPRESS COMPANY | Finance |
| Private companies | 3 |
|---|---|
Wintrust Capital Management LLC
Wintrust Capital Management LLC Investment ManagersFinance Wintrust Capital Management LLC is a registered investment advisor headquartered in Chicago. The firm is also known as Great Lakes Advisors LLC. Wintrust traces its origin to 1931 when Wayne Hummer, George Barnes and Harry Baum formed a financial services firm that provided investment advice to small and medium-sized banks. In 1981, after serving investors for 50 years, Wayne Hummer Management Co. was formed to provide discretionary, fee-based, investment management services. In 2002, Wayne Hummer Management Co. merged with Wintrust Financial Corp. (NasdaqGS: WTFC), a Chicago-based a financial services holding company and the firm became known as Wintrust Capital Management. Wintrust Capital Management consists of 3 divisions: Wayne Hummer Investments, the Chicago Trust Co. and Wayne Hummer Asset Management Co. | Finance |
| Lake Forest Capital Management Co. | Finance |
The Chicago Trust Co. NA
The Chicago Trust Co. NA Investment ManagersFinance Part of Wintrust Financial Corp., The Chicago Trust Co. NA provides investment advice. The company is based in Chicago, IL. The company was founded in 1991. Robert J. Mayo has been the CEO of the company since 2003. | Finance |
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