Catherine O' Connor

CEO, O' Connor Portfolio Management

About

Catherine O' Connor, CEO, O' Connor Port

Award-winning CEO Catherine O' Connor is an investment fund manager, entrepreneur and the Chief Executive Officer of
O' Connor Management LLC, an award-winning wealth management advisory firm headquartered in Tampa, Florida.
As of 2019 the firm has seen a significant 130% increase in AUM.
A detailed, thoughtful, investment approach regarding how money compounds, combined with a laser focus on the
success of individual clients is the company recipe.

Executive Profile

About

Executive Profile

BORN

California, United States

ALMA MATER
The Pennsylvania State University

EXPERIENCE

1999 The College for Financial Planning;
Certified Financial Planner (CFP)

1993 IDS; American Express Financial Advisors;
Ameriprise Financial

1979 Unitron Industries, Inc.

1977 The University of Colorado

1976 The Pennsylvania State University;
B.S. Magnum Cum Laude, age 20

Press & Media

Exective Profile

Gallery

Representation

Airline Distribution Ana

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Press & Media Coverage

Global Media Exposure to Millions of Affluent Travellers in Over 35 International Destinations

High profile global press coverage through distribution in the first and business class lounges of major airline brands, 5* luxury hotels, family office conferences, and corporate institutions worldwide.

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Corporate Placement & Distribution

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Corporate Profile

Corporate Profile

O' Connor Portfolio Management
O’ Connor Portfolio Management, LLC is an
award-winning wealth management advisory firm headquartered in Tampa, Florida.

As of 2019 the firm has seen a
significant 130% increase in AUM.

Honours & Awards

Corporate Profile

Honours & Awards

AWARD WINNER - Catherine O' Connor - Portfolio Management CEO of the Year 2019 - North America
The Executive Global Awards celebrate the most exemplary standards of professional achievement, innovation, and excellence internationally, championing the world's premier organisations and were conceived to deliver a fundamental insight into the finest institutions and truly enterprising individuals that are critically shaping their industry for the better.