Gerald E. O'Hara, Cfa Email and Phone Number

Seasoned investment professional with a proven track record in equity research, client portfolio management, and manager search. Trusted advisor with a blend of quantitative and qualitative analytical thinking. Known for taking a collaborative approach, developing and executing a process-oriented strategy, and articulating complex investments in a clear and concise manner.e/ jerry.ohara@gmail.comProficiency in Financial Analysis, Valuation, and Market Research- Ability to analyze financial statements, understand key metrics (e.g., P/E ratios, ROE, cash flow), and evaluate a company's financial health (DCF, comps, and precedent transactions). Clear and Concise Communication Skills - Proficiency in conveying research findings clearly to current and prospective clients, stakeholders, and internal constituents, both in written and verbal format.Broad Understanding Across Asset Allocation Spectrum - Knowledge of various asset classes (equities, fixed income, and alternatives) and investment strategies.Attention to Detail and Critical Thinking - Ability to meticulously review data and reports to ensure accuracy and reliability. Strong problem-solving skills to assess complex situations and make informed investment recommendations.