I am an investment professional with over 16 years of financial services experience primarily in investment management and wealth management but also in institutional brokerage and compliance. My investing experience spans value, contrarian and dividend growth strategies, with fundamental research across sectors and market caps. My skill-set includes: investment analysis, portfolio management, financial planning, financial modeling, professional writing and presentations.


Jim O'Connor
Portfolio Manager
1919 Investment Counsel
United States, California, San Francisco
About Me
Profile Information
Portfolio Manager
1919 Investment Counsel
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
San Francisco
California
United States
May 22, 2025
More profiles to browse
MM
Monika M. Panger
Managing Director & Portfolio Manager
LZ
Larry Zartarian
Principal and Portfolio Manager
L"
Lorinda "Lori" Laub
Managing Director & Portfolio Manager
Paul Benziger
Managing Director
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale