O’Shares ETF Investments is a provider of exchange traded funds (ETFs) formed by ABC Shark Tank investor and CNBC contributor Kevin O’Leary, Chairman and experienced portfolio manager Connor O’Brien, CEO. O’Shares ETFs use the FTSE Russell Quality/Volatility/Yield rules-based indexes for investing in large cap dividend paying equities. These indexes provide a rules-based approach for investing in the U.S., Europe and Asia-Pacific regions, designed to meet the objectives of the O’Leary Family Trust, which seeks more yield, less risk and strong long-term investment performance. These indexes also reflect the core investment principles used successfully in guiding the investment strategy for the O’Leary Family Trust and O’Leary Funds investment management firm. O’Shares ETFs are designed to provide investors with core long-term investments, that provide income, limited volatility and attractive performance.(www.oshares.com)

Covering DCIO Advisors,Consultants, and Record Keepers on the East Coast

Covered Wirehouse Advisors in N.California, Texas and Louisiana

Alumni Class Chairmen 03'Head of Young Alumni CommitteeMember of Alumni Executive CommitteeBrownlow Cannon Club Award Winner