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John Kevin O'Connor
Directeur de la Recherche - Actions chez
Curi Capital LLC
Profil
Mr. John K.
O'Connor, CFA MBA, is a Partner, Director of Research & Portfolio Manager at Curi Capital LLC.
Mr. O'Connor was previously employed a Portfolio Manager by IronBridge Capital Management LP, a Principal by Holt Value Associates LP, an Analyst by Academy Wealth Management, Inc., an Analyst by Credit Suisse Securities (USA) LLC (Broker), and an Analyst by First Union Securities.
He received his undergraduate degree from Butler University and an MBA from Northwestern University.
Postes actifs de John Kevin O'Connor
| Sociétés | Poste | Début |
|---|---|---|
Curi Capital LLC
 Curi Capital LLC Investment ManagersFinance Provides investment advice | Directeur de la Recherche - Actions | 01/07/2025 |
Anciens postes connus de John Kevin O'Connor
| Sociétés | Poste | Fin |
|---|---|---|
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market. | Directeur de la Recherche - Actions | 01/07/2025 |
IronBridge Capital Management LP
 IronBridge Capital Management LP Investment ManagersFinance IronBridge Capital Management's investment process has its roots in the CFROI Valuation model, which strips out material distortions in accounting data and provides insights into wealth creation and valuation. They like to buy companies whose value drivers imply continued success, where management action is consistent with wealth creation and where management is likely to beat expectations implied by the current share price. IronBridge Capital offer the following equity investment strategies to clients: Small Cap Core, SMID Cap Core, Large Cap Core, All Cap Core and Global. | Gestionnaire de Portefeuille-Actions | 24/06/2017 |
Academy Wealth Management, Inc.
 Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth creates a strategy with multiple funds and multiple managers in an effort to reduce clients’ risk and increase their gains. The firm utilizes asset allocation, as well as quantitative and qualitative fund management to build portfolios. When researching individual fund managers, they begin by looking for fund management with a long track record with a consistent investment style that would appropriately fit into the firm’s allocation style. Then past performance is reviewed to evaluate the fund’s performance through different market cycles. | Corporate Officer/Principal | - |
First Union Securities
 First Union Securities Major BanksFinance National commercial bank | Analyst-Equity | - |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formation de John Kevin O'Connor
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
54
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market. | Finance |
IronBridge Capital Management LP
IronBridge Capital Management LP Investment ManagersFinance IronBridge Capital Management's investment process has its roots in the CFROI Valuation model, which strips out material distortions in accounting data and provides insights into wealth creation and valuation. They like to buy companies whose value drivers imply continued success, where management action is consistent with wealth creation and where management is likely to beat expectations implied by the current share price. IronBridge Capital offer the following equity investment strategies to clients: Small Cap Core, SMID Cap Core, Large Cap Core, All Cap Core and Global. | Finance |
First Union Securities
First Union Securities Major BanksFinance National commercial bank | Finance |
Holt Value Associates LP
 Holt Value Associates LP Investment ManagersFinance Provides independent research and valuation services for asset managers | Finance |
Butler University
 Butler University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Academy Wealth Management, Inc.
Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth creates a strategy with multiple funds and multiple managers in an effort to reduce clients’ risk and increase their gains. The firm utilizes asset allocation, as well as quantitative and qualitative fund management to build portfolios. When researching individual fund managers, they begin by looking for fund management with a long track record with a consistent investment style that would appropriately fit into the firm’s allocation style. Then past performance is reviewed to evaluate the fund’s performance through different market cycles. | Finance |
Curi Capital LLC
Curi Capital LLC Investment ManagersFinance Provides investment advice | Finance |
