Sheila O'Halloran

Finance

Profile

Prior to joining Convergent in March 2010, Ms. O' Halloran was a research analyst with Windermere Investment Associates’ hedge fund team.
Prior to this, she worked as an editor in technical publishing.
Ms. O'Halloran earned a Bachelor of Arts degree with concentrations in Literature, History and Philosophy from the University of Illinois at Champaign-Urbana and studied at the University of Nottingham, England.
She holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.

Former positions of Sheila O'Halloran

Companies	Position	End
Convergent Wealth Advisors LLC Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors.	Analyst-Equity	21/09/2010

See the detail of Sheila O'Halloran's experience

Experiences
Positions held

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Private companies