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Jim O'Connor

Portfolio Manager

1919 Investment Counsel

United States, California, San Francisco

About Me

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.

Profile Information

Portfolio Manager

1919 Investment Counsel

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

May 22, 2025

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