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Patrick Colm O'Hara
Investment Committee Member at Wacker Wealth Partners LLC
Patrick Colm O'Hara active positions
Companies | Position | Start | End |
---|---|---|---|
Wacker Wealth Partners LLC
![]() Wacker Wealth Partners LLC Investment ManagersFinance Wacker Wealth Partners LLC (WWP) is a SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. In 2024, the firm was acquired by EP Wealth Advisors LLC, ultimately owned by EPWA Holding Co. LLC. The firm was founded by Bob Wacker in 1987 as R.E. Wacker Associates, Inc. WWP provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and affiliated funds. | Investment Committee Member | 31/12/2005 | - |
Portfolio Manager-Equities | 31/12/2005 | - |
Career history of Patrick Colm O'Hara
Former positions of Patrick Colm O'Hara
Companies | Position | Start | End |
---|---|---|---|
Sun Microsystems, Inc.
![]() Sun Microsystems, Inc. SemiconductorsElectronic Technology Sun Microsystems, Inc. provides network computing infrastructure solutions. It offers its solutions under the Java technology platform, Solaris Operating System, MySQL database management system, Sun StorageTek storage solutions, and UltraSPARC processor brands. The company also develops networking computing products and technologies which include servers, storage, open source software, tools, and training. The company provides solutions to the social networking, entertainment, financial services, manufacturing, healthcare, retail, news, energy, and engineering companies. The company was founded in 1982 and is headquartered in Santa Clara, CA. | Corporate Officer/Principal | - | - |
Charles Schwab Canada Co. (Broker)
![]() Charles Schwab Canada Co. (Broker) Investment Banks/BrokersFinance Founded in 1998, Charles Schwab Canada Co., formerly known as Porthmeor Securities, is a broker/dealer located in Vancouver, British Columbia. The firm became a subsidiary of US-based Charles Schwab Corp. (NYSEArca: SCHG) in 2000. Charles Schwab Securities Corp. is a securities brokerage, banking and financial services firm that was founded in 1986 and is headquartered in San Francisco, California. Charles Schwab's brokerage services include a variety of investment products including CDs, insurance annuities, non-US securities, ADRs, WEBs and Canadian foreign orders. | Corporate Officer/Principal | - | - |
HP INC. | Corporate Officer/Principal | - | - |
Training of Patrick Colm O'Hara
Stanford University | Undergraduate Degree |
Statistics
International
United States | 5 |
Canada | 2 |
Operational
Corporate Officer/Principal | 3 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 3 |
Electronic Technology | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
HP INC. | Electronic Technology |
Private companies | 3 |
---|---|
Wacker Wealth Partners LLC
![]() Wacker Wealth Partners LLC Investment ManagersFinance Wacker Wealth Partners LLC (WWP) is a SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. In 2024, the firm was acquired by EP Wealth Advisors LLC, ultimately owned by EPWA Holding Co. LLC. The firm was founded by Bob Wacker in 1987 as R.E. Wacker Associates, Inc. WWP provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and affiliated funds. | Finance |
Sun Microsystems, Inc.
![]() Sun Microsystems, Inc. SemiconductorsElectronic Technology Sun Microsystems, Inc. provides network computing infrastructure solutions. It offers its solutions under the Java technology platform, Solaris Operating System, MySQL database management system, Sun StorageTek storage solutions, and UltraSPARC processor brands. The company also develops networking computing products and technologies which include servers, storage, open source software, tools, and training. The company provides solutions to the social networking, entertainment, financial services, manufacturing, healthcare, retail, news, energy, and engineering companies. The company was founded in 1982 and is headquartered in Santa Clara, CA. | Electronic Technology |
Charles Schwab Canada Co. (Broker)
![]() Charles Schwab Canada Co. (Broker) Investment Banks/BrokersFinance Founded in 1998, Charles Schwab Canada Co., formerly known as Porthmeor Securities, is a broker/dealer located in Vancouver, British Columbia. The firm became a subsidiary of US-based Charles Schwab Corp. (NYSEArca: SCHG) in 2000. Charles Schwab Securities Corp. is a securities brokerage, banking and financial services firm that was founded in 1986 and is headquartered in San Francisco, California. Charles Schwab's brokerage services include a variety of investment products including CDs, insurance annuities, non-US securities, ADRs, WEBs and Canadian foreign orders. | Finance |
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