Tim O'Hara
Chief Investment Officer at Strategic Investment Management LLC
Profile
Mr. Timothy F.
O'Hara, CFA MBA, is a Co-Chief Investment Officer at Strategic Investment Management LLC and Strategic Investment Group LLC.
As Co-CIO, Mr. O'Hara is responsible for all aspects of Strategic’s investment process, portfolios, and performance.
He also directs the firm's research efforts, enhancing the firm’s broad portfolio and risk management activities, as well as more focused asset class research initiatives.
Prior to joining Strategic, Mr. O'Hara was Managing Director of Rockport Advisors, where he developed a market-neutral U.S.
equity strategy.
He has served as Vice President and Head of Asset Allocation Applied Research at J.P.
Morgan Investment Management.
He holds an M.B.A.
in Finance from the Stern School of Business at New York University, a B.S.Econ.
from the Wharton School, and a B.S.Eng.
from the Moore School of Engineering at the University of Pennsylvania.
He is a CFA charter holder and a member of the New York Society of Security Analysts.
Tim O'Hara active positions
Companies | Position | Start |
---|---|---|
Strategic Investment Management LLC
Strategic Investment Management LLC Investment ManagersFinance Strategic Investment Management, Inc. (Strategic) is an independent, SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1987 by Hilda Margarita Ochoa-Brillembourg, Joseph Oricoli, Carol Grefenstette, Antoine van Agtmael and Michael Duffy. Strategic offers discretionary investment management and planning services to both US and non-US individual and institutional investors, such as employee pension and benefit plans, foundations, endowments, government entities, pooled investment vehicles and family and general corporate funds. | Chief Investment Officer | - |
Strategic Investment Group LLC
Strategic Investment Group LLC Investment ManagersFinance Strategic Investment Group LLC provides integrated portfolio solutions. The company was founded by Mary Claire Choksi, Hilda Margarita Ochoa-Brillembourg, Michael Anthony Duffy and Carol Ann Grefenstette in 1987 and is headquartered in Arlington, VA. | Chief Investment Officer | 2013-06-19 |
Former positions of Tim O'Hara
Companies | Position | End |
---|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Director of Research - Equity | 2001-12-29 |
Training of Tim O'Hara
The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Moore School of Electrical Engineering | Undergraduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Strategic Investment Management LLC
Strategic Investment Management LLC Investment ManagersFinance Strategic Investment Management, Inc. (Strategic) is an independent, SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1987 by Hilda Margarita Ochoa-Brillembourg, Joseph Oricoli, Carol Grefenstette, Antoine van Agtmael and Michael Duffy. Strategic offers discretionary investment management and planning services to both US and non-US individual and institutional investors, such as employee pension and benefit plans, foundations, endowments, government entities, pooled investment vehicles and family and general corporate funds. | Finance |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
Strategic Investment Group LLC
Strategic Investment Group LLC Investment ManagersFinance Strategic Investment Group LLC provides integrated portfolio solutions. The company was founded by Mary Claire Choksi, Hilda Margarita Ochoa-Brillembourg, Michael Anthony Duffy and Carol Ann Grefenstette in 1987 and is headquartered in Arlington, VA. | Finance |
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