Wealth & Money Management Awards 2018

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.