Profil
Ms. Myranda J.
O'Bara is a Managing Director & Senior Wealth Advisor at Dakota Wealth LLC.
She is a founding partner of Dakota Wealth Management where she continues the personalized service her clients have enjoyed for more than thirty years.
Her professional passion is working with individual clients, small institutions and not-for-profit organizations to develop and implement investment strategies that best meet their individual risk tolerances and investment goals, all the while providing each client with the highest level of personalized service.
Ms. O'Bara was Founding partner & Managing Director by Johnson Illington Advisors LLC, Chief Investment Officer by Massachusetts Co., a Principal by FA Asset Management and Principal by PNC Bank, NA She also established the nationally distributed Fund for Charitable Giving, and has served as Chair of the Fund's Board.
Ms. O'Bara received BS in Business Administration with a concentration in Finance from the University of New Hampshire.
Postes actifs de Mimi O'Bara
| Sociétés | Poste | Début |
|---|---|---|
Dakota Wealth LLC
 Dakota Wealth LLC Investment ManagersFinance Dakota Wealth LLC, do-business-as Dakota Wealth Management (DWM), is a registered investment management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2006 as Oakmont Partners LLC. They are a wholly owned and controlled subsidiary of Dakota Wealth Management LLC. DWM provides high-net-worth individuals and families with a wide array of wealth planning and investment advisory services. | Fondateur | 01/04/2006 |
Anciens postes connus de Mimi O'Bara
| Sociétés | Poste | Fin |
|---|---|---|
Johnson Illington Advisors LLC
 Johnson Illington Advisors LLC Investment ManagersFinance Hugh Johnson Advisors LLC is a registered investment advisor located in Albany, New York. The firm was originally formed in 1994 as a subsidiary of First Albany Companies. Formerly Johnson Illington Advisors LLC, Hugh Johnson Advisors was founded in 2005 through an MBO of First Albany Asset Management by their employees and Illington Fund Management LLC. In August 2006, Illington Fund Management was purchased by Stuttgart, Germany-based DKM Group. DKM-Illington's name was changed to the Thomas Lloyd Group. In 2010, Johnson Illington completed the purchase of the interest of ThomasLloyd in Johnson Illington Advisors and changed the name to Hugh Johnson Advisors LLC. ThomasLloyd retains a 10% interest in the firm. Hugh Johnson Advisors offers customized portfolio management services to individuals and institutions. | Gestionnaire de Portefeuille-Actions | 28/02/2007 |
FA Asset Management, Inc.
 FA Asset Management, Inc. Investment ManagersFinance FA Asset Management, Inc. is the asset management subsidiary of First Albany Companies Inc. (NASDAQ: FACT) The firm, headquartered in New York City, provides investment management services to institutions, financial advisors and high net worth individuals. | Corporate Officer/Principal | - |
PNC Bank, NA
 PNC Bank, NA Major BanksFinance PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | - |
Massachusetts Co.
 Massachusetts Co. Finance/Rental/LeasingFinance Part of The PNC Financial Services Group, Inc., Massachusetts Co. is an American company that aims to develop and communicate dynamic ideas to advance prosperity and a vibrant civic life. The company is located in the US. The company's vision of success is a state and nation where people can prosper and society can thrive through world-class options in education, healthcare, transportation, and economic opportunity. The company values an educated citizenry that tests beliefs based on facts and the free exchange of ideas, and is committed to liberty, personal responsibility, and free enterprise. Massachusetts was acquired by PNC Bank Corp. from Travelers Corp. on September 20, 1993 for $53 million. | Corporate Officer/Principal | - |
Formation de Mimi O'Bara
| University of New Hampshire | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Johnson Illington Advisors LLC
Johnson Illington Advisors LLC Investment ManagersFinance Hugh Johnson Advisors LLC is a registered investment advisor located in Albany, New York. The firm was originally formed in 1994 as a subsidiary of First Albany Companies. Formerly Johnson Illington Advisors LLC, Hugh Johnson Advisors was founded in 2005 through an MBO of First Albany Asset Management by their employees and Illington Fund Management LLC. In August 2006, Illington Fund Management was purchased by Stuttgart, Germany-based DKM Group. DKM-Illington's name was changed to the Thomas Lloyd Group. In 2010, Johnson Illington completed the purchase of the interest of ThomasLloyd in Johnson Illington Advisors and changed the name to Hugh Johnson Advisors LLC. ThomasLloyd retains a 10% interest in the firm. Hugh Johnson Advisors offers customized portfolio management services to individuals and institutions. | Finance |
Dakota Wealth LLC
Dakota Wealth LLC Investment ManagersFinance Dakota Wealth LLC, do-business-as Dakota Wealth Management (DWM), is a registered investment management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2006 as Oakmont Partners LLC. They are a wholly owned and controlled subsidiary of Dakota Wealth Management LLC. DWM provides high-net-worth individuals and families with a wide array of wealth planning and investment advisory services. | Finance |
Massachusetts Co.
Massachusetts Co. Finance/Rental/LeasingFinance Part of The PNC Financial Services Group, Inc., Massachusetts Co. is an American company that aims to develop and communicate dynamic ideas to advance prosperity and a vibrant civic life. The company is located in the US. The company's vision of success is a state and nation where people can prosper and society can thrive through world-class options in education, healthcare, transportation, and economic opportunity. The company values an educated citizenry that tests beliefs based on facts and the free exchange of ideas, and is committed to liberty, personal responsibility, and free enterprise. Massachusetts was acquired by PNC Bank Corp. from Travelers Corp. on September 20, 1993 for $53 million. | Finance |
PNC Bank, NA
PNC Bank, NA Major BanksFinance PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA. | Finance |
FA Asset Management, Inc.
FA Asset Management, Inc. Investment ManagersFinance FA Asset Management, Inc. is the asset management subsidiary of First Albany Companies Inc. (NASDAQ: FACT) The firm, headquartered in New York City, provides investment management services to institutions, financial advisors and high net worth individuals. | Finance |
