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Gerald E. O'Hara
Institutional Investor; Alternatives Product Specialist; Equity Analyst
Gerald E. O'Hara is an equity research analyst specializing in the financial services sector with a focus on private equity, alternative asset managers, broker dealers, exchanges, and registered investment advisors (RIAs).
He boasts a comprehensive background in quantitative and qualitative analysis, financial modeling, risk management, strategy, and technology.
Gerald is an investment professional with experience in fundamental equity research and expertise in the search, selection, and monitoring of institutional money managers.
He pursued his Master of Business Administration in Finance at The University of Texas at Austin's Red McCombs School of Business, following his Bachelor of Arts degree in Finance from the University of Lynchburg.
Gerald E. O'Hara's educational journey also includes his time at Fairfield High School.
Throughout his career, Gerald has held positions at reputable organizations, including Equity Research at Jefferies & Company, Senior Manager of Investment Research at Charles Schwab, VP of Product Portfolio Manager at Managers Investment Group, and as an Associate at Schwab Capital Markets.
