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Profil
Richard C.
O'Donnell worked as the Director of Financial Planning at Capital Directions LLC from 2022 to 2023.
He completed his undergraduate degree from DePauw University in 2006.
Anciens postes connus de Richard O'Donnell
| Sociétés | Poste | Fin |
|---|---|---|
Capital Directions LLC
 Capital Directions LLC Investment ManagersFinance Capital Directions employs a wide range of methods to manage portfolios and evaluate investments. The firm uses academic research when making investment decisions. They primarily utilize an investment approach based on Modern Portfolio Theory. Capital Directions adheres to the passive style of investing and, thus, recommends indexed and passive mutual funds. The firm generally does not recommend individual stocks or bonds in its asset allocation strategies and portfolio recommendations to clients. | Gestionnaire de Portefeuille-Actions | 01/01/2023 |
Formation de Richard O'Donnell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
18
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Capital Directions LLC
Capital Directions LLC Investment ManagersFinance Capital Directions employs a wide range of methods to manage portfolios and evaluate investments. The firm uses academic research when making investment decisions. They primarily utilize an investment approach based on Modern Portfolio Theory. Capital Directions adheres to the passive style of investing and, thus, recommends indexed and passive mutual funds. The firm generally does not recommend individual stocks or bonds in its asset allocation strategies and portfolio recommendations to clients. | Finance |
DePauw University
 DePauw University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
