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Bill O'Grady
Mitglied des Investmentausschusses bei Confluence Investment Management LLC
Profil
Mr. William D.
O'Grady is an Advisory Director at Confluence Investment Management LLC.
He performs market, economic and geopolitical research and is a member of the Asset Allocation Investment Committee.
He also co-manages Confluence’s Global Hard Assets portfolio, which focuses on tangible commodities investments.
These strategies all rely on his top-down evaluations of the geopolitical environment, fundamental macroeconomic trends and technical patterns in the target markets.
Additionally, he writes numerous reports for the firm, which can be found under Research & News, in which he provides insights on various economic and geopolitical topics and discusses market effects.
In all, he has more than 35 years of experience following the energy, foreign exchange and futures markets.
Prior to joining Confluence, Mr. O'Grady served as Vice President and Chief Investment Strategist for Wachovia Securities.
As Chief Investment Strategist, he provided short-term asset allocation advice for Wachovia’s Advisory Services Group.
Prior to this, he served in a variety of positions in his 19-year tenure at A.G.
Edwards & Sons, Inc., including Chief Global Investment Strategist, Assistant Director of Market Analysis and Manager of Futures Research, and was also a member of the A.G.
Edwards Investment Strategy Committee.
Mr. O'Grady earned a master’s degree in economics from St. Louis University and has undergraduate degrees in history and public administration from Avila College.
Aktive Positionen von Bill O'Grady
Unternehmen | Position | Beginn |
---|---|---|
Confluence Investment Management LLC
![]() Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides professional portfolio management and advisory services to institutional and individual clients. | Mitglied des Investmentausschusses | 01.11.2008 |
Ehemalige bekannte Positionen von Bill O'Grady
Unternehmen | Position | Ende |
---|---|---|
A.G. Edwards & Sons, Inc.
![]() A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Corporate Officer/Principal | - |
Mercantile Bank (St. Petersburg, Florida) | Corporate Officer/Principal | - |
Wachovia Securities LLC
![]() Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | 30.10.2008 |
Ausbildung von Bill O'Grady
St. Louis University | Undergraduate Degree |
Avila University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
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Confluence Investment Management LLC
![]() Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides professional portfolio management and advisory services to institutional and individual clients. | Finance |
Wachovia Securities LLC
![]() Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
A.G. Edwards & Sons, Inc.
![]() A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
Mercantile Bank (St. Petersburg, Florida) | Finance |