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Meghan Shay O'Donnell
Gestionnaire de Portefeuille-Actions chez
Corient Private Wealth LLC
Profil
Ms. Meghan S.
O'Donnell is a Partner at Corient Private Wealth LLC.
Previously, she was a Senior Portfolio Manager at legacy firm Segall Bryant & Hamill (SBH.) Her responsibilities include the management of equity, fixed income and balanced portfolios for high net worth individuals and families and their related trusts, retirement plans and foundations.
She joined SBH in May 2018 as part of the firm’s acquisition of Denver Investments.
During her 16-year tenure with Denver Investments, she served as a principal and portfolio manager in the wealth management group.
Prior to joining Denver Investments, she worked as a portfolio manager and director of new business development at Nelson Benson & Zellmer for five years.
Before joining Nelson Benson & Zellmer, she was a portfolio manager and analyst at Woodway Financial Advisors and a portfolio manager and head equity trader at Kanaly Trust Company.
She earned her BS from the University of Denver and has been in the investment industry since 1994.
Postes actifs de Meghan Shay O'Donnell
| Sociétés | Poste | Début |
|---|---|---|
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Corient provides customized investment strategies designed to meet their clients’ individual needs. The firm recommends investment strategies and vehicles not managed by them or their affiliates, including mutual funds, ETFs, and ETNs (in addition to those managed by them or their affiliates). | Gestionnaire de Portefeuille-Actions | 01/05/2002 |
Anciens postes connus de Meghan Shay O'Donnell
| Sociétés | Poste | Fin |
|---|---|---|
Segall Bryant & Hamill LLC
 Segall Bryant & Hamill LLC Investment ManagersFinance SBH seeks to provide their clients with strong risk-adjusted returns across a wide array of strategies and asset classes. The firm employs a bottom-up approach and focuses primarily on fundamental factors when analyzing and investing in securities. They place strong emphasis on the risk/reward of all the securities they consider for purchase. | Gestionnaire de Portefeuille-Actions | 01/07/2023 |
Denver Investment Advisors LLC
 Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors' (DIA) uses a variety of investment approaches and methods in managing accounts, both qualitative and quantitative, with emphasis on the use of proprietary fundamental research. The firm also makes substantial use of various quantitative screening techniques through their own proprietary models. Their investment strategies are typically implemented through separately managed accounts for clients although certain strategies are also available through the Westcore family of mutual funds, or through a commingled investment vehicle. DIA's investment strategies include Growth Equity (small-, mid-, SMID- and large-cap); Quantitative Micro-Cap Equity, International Equity (small-cap and concentrated small-cap), Value Equity (small-, SMID- and mid-cap as well as global large-cap rising dividend); and fixed income (intermediate, core investment grade, core, core plus, high yield, long-term/liability-driven, corporate only and municipal. DIA's Wealth Management Division provides services to high net-worth individuals with a focus on customizing investment services to meet clients’ individual needs. This can include leveraging the firm’s institutional strategies through through this group’s own strategies which include equity, balanced, taxable bond, tax-exempt bond, and workplace equality. | Gestionnaire de Portefeuille-Actions | 01/05/2018 |
Kanaly Trust LTA
 Kanaly Trust LTA Investment ManagersFinance Kanaly Trust's investment platform includes a full array of policy and liquidity options to satisfy individual client objectives and risk preferences. In some cases, portfolios are constructed with only fully liquid options, while other portfolios may include some combination of fully liquid, partially liquid and illiquid options. Kanaly offers active and passive strategies through third-party investment managers. Investments are made in equities, fixed income securities and real assets. Investments may be implemented through ETFs, mutual funds, separately managed accounts and limited partnerships. | Gestionnaire de Portefeuille-Actions | 31/12/2001 |
Nelson, Benson & Zellmer, Inc.
 Nelson, Benson & Zellmer, Inc. Investment ManagersFinance Provides investment advice | Gestionnaire de Portefeuille-Actions | 31/12/1995 |
Food Bank of the Rockies, Inc.
 Food Bank of the Rockies, Inc. Services to the Health IndustryHealth Services Provides food distribution services | Directeur/Membre du Conseil | - |
Formation de Meghan Shay O'Donnell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
74
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Denver Investment Advisors LLC
Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors' (DIA) uses a variety of investment approaches and methods in managing accounts, both qualitative and quantitative, with emphasis on the use of proprietary fundamental research. The firm also makes substantial use of various quantitative screening techniques through their own proprietary models. Their investment strategies are typically implemented through separately managed accounts for clients although certain strategies are also available through the Westcore family of mutual funds, or through a commingled investment vehicle. DIA's investment strategies include Growth Equity (small-, mid-, SMID- and large-cap); Quantitative Micro-Cap Equity, International Equity (small-cap and concentrated small-cap), Value Equity (small-, SMID- and mid-cap as well as global large-cap rising dividend); and fixed income (intermediate, core investment grade, core, core plus, high yield, long-term/liability-driven, corporate only and municipal. DIA's Wealth Management Division provides services to high net-worth individuals with a focus on customizing investment services to meet clients’ individual needs. This can include leveraging the firm’s institutional strategies through through this group’s own strategies which include equity, balanced, taxable bond, tax-exempt bond, and workplace equality. | Finance |
Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC Investment ManagersFinance SBH seeks to provide their clients with strong risk-adjusted returns across a wide array of strategies and asset classes. The firm employs a bottom-up approach and focuses primarily on fundamental factors when analyzing and investing in securities. They place strong emphasis on the risk/reward of all the securities they consider for purchase. | Finance |
Nelson, Benson & Zellmer, Inc.
Nelson, Benson & Zellmer, Inc. Investment ManagersFinance Provides investment advice | Finance |
Kanaly Trust LTA
Kanaly Trust LTA Investment ManagersFinance Kanaly Trust's investment platform includes a full array of policy and liquidity options to satisfy individual client objectives and risk preferences. In some cases, portfolios are constructed with only fully liquid options, while other portfolios may include some combination of fully liquid, partially liquid and illiquid options. Kanaly offers active and passive strategies through third-party investment managers. Investments are made in equities, fixed income securities and real assets. Investments may be implemented through ETFs, mutual funds, separately managed accounts and limited partnerships. | Finance |
University of Denver
 University of Denver Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Food Bank of the Rockies, Inc.
Food Bank of the Rockies, Inc. Services to the Health IndustryHealth Services Provides food distribution services | Health Services |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient provides customized investment strategies designed to meet their clients’ individual needs. The firm recommends investment strategies and vehicles not managed by them or their affiliates, including mutual funds, ETFs, and ETNs (in addition to those managed by them or their affiliates). | Finance |
