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
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