Kathy O'Connor, CFA
Partner
Kathy has managed portfolios at Morgan Stanley, New York Life Investment Management and Towneley Capital Management.
Kathy recieved an MBA from Babson College, a BA from University of Massachusetts and an Associates Degree in Accounting from Northeastern University.
She holds the Chartered Financial Analyst Designation and is member of the CFA Institute, the Society for Quantitative Analysts, and the New York Society of Security Analysts.
Kathy is on the board of Babson College Graduate School Advisory Council. She is also the Executive Vice President of the New York Society of Security Analysts.
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Jeff Sanders, CFA
Partner
Jeff has managed porfolios at Morgan Stanley, New York Life Investment Management and Towneley Capital Management. Previously, he worked in Corporate Finance at Merrill Lynch and as a Geophysicist at Getty Oil.
Jeff received an MBA from Boise State University, a MS in geophysics and a BS in Mathematics from California Institute of Technology.
He holds the Chartered Financial Analyst Designation and is a member of the CFA Institute, the CFA Society of Idaho and the American Association of Petroleum Geologists. |