O'Connor Portfolio Management, LLC.
Wealth & Money Management Awards (2018)
O'Connor Portfolio Management, LLC. is one of the 2018 winners of Wealth & Money Management Awards at Wealth & Finance.
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About O'Connor Portfolio Management, LLC.
Best Money Management Firm 2018 - Florida & Excellence Award in Portfolio Management - Florida-the USA
O'Connor Portfolio Management, LLC.-Catherine Twenty-six years ago, Catherine O’Connor earned the “Series 7” Stock Brokers license and began her career in the Financial Services industry. She worked for a major broker-dealer for 20 years before starting her own firm in 2013. What distinguishes O’Connor Portfolio Management from other firms is-- they do not use products. The firm uses proprietary technology to select individual stocks and bonds. Risk management is of utmost importance. Education is also paramount to her and is standout. She graduated with a B.S. Magna Cum Laude at the age of twenty. Following that, O’Connor obtained her CFP and Portfolio Manager Accreditations.
O'Connor Portfolio Management, LLC.-Catherine Twenty-six years ago, Catherine O’Connor earned the “Series 7” Stock Brokers license and began her career in the Financial Services industry. She worked for a major broker-dealer for 20 years before starting her own firm in 2013. What distinguishes O’Connor Portfolio Management from other firms is-- they do not use products. The firm uses proprietary technology to select individual stocks and bonds. Risk management is of utmost importance. Education is also paramount to her and is standout. She graduated with a B.S. Magna Cum Laude at the age of twenty. Following that, O’Connor obtained her CFP and Portfolio Manager Accreditations.
