![Nella Webster O’Grady](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ms. Nella W.
O’Grady is a Principal at Palo Capital, Inc. Prior to joining Palo Capital, Ms. Ogrady has served in various senior management and client service roles at US Trust, Wilmington Trust, First American Trust, and First Foundation Bank.
During this time, she has developed a deep understanding of the services clients and their family members need to build and maintain their financial security.
She has served in leadership roles for many Southern California non-profit organizations.
She is currently on the Board of Directors of Orange County United Way, the Board of Counselors for Chapman University, the Pacific Symphony 100 board, the Advisory Board for the Newport Community Counseling Center and the Advisory Board for Women Investing in Security and Education.
Other board roles and involvements have included co-chair of the Woman's Philanthropy Fund, California Art Club board of directors, Musical Theater West board of trustees, the OC Baron’s League of the American Cancer Society.
Her professional associations include the Orange Coast Estate Planning Council and the Planned Giving Roundtable.
Ms. Ogrady earned her Bachelor’s degree in Economics and Business Administration from Chapman University and an M.B.A. in Marketing and Finance from California State University, Long Beach.
She also holds the Certified Financial Planner designation.
| Sociétés | Poste | Fin |
|---|---|---|
First Foundation Bank
 First Foundation Bank Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | - |
First American Trust Co.
 First American Trust Co. Investment ManagersFinance First American seeks to provide diversified, risk-controlled investment portfolios designed to achieve superior investment performance for their clients over a complete market cycle. The firm invests primarily in Government Sponsored Enterprises (GSEs), supported by the US Treasury. They offer several investment strategies and implementations focused on preference for capital preservation, downside risk, growth, or income and value investing. | Corporate Officer/Principal | - |
US Trust
 US Trust Investment ManagersFinance Provides investment management services | Corporate Officer/Principal | - |
Wilmington Trust Corp.
 Wilmington Trust Corp. Major BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Corporate Officer/Principal | - |
Palo Capital, Inc.
 Palo Capital, Inc. Investment ManagersFinance Palo Capital (PCI) seeks to provide superior long-term capital appreciation, subject to the risk tolerances and income needs of each client. Investments are made opportunistically without limitations based on investment style, market-cap or country, using a research-intensive, “top-down, bottom-up” process. Turnover is usually low, especially in taxable accounts. When deemed appropriate, the firm may engage in short-term trading. Investments are restricted to publicly traded securities. For equities, PCI invests primarily in stocks of individual companies. They also invest in ETFs, including leveraged and inverse ETFs, mutual funds and options contracts. Options are generally used only to reduce risk of a decline in a current holding by selling covered call options. PCI also employs short-selling in certain accounts. For fixed income investments, they invest in both mutual funds and individual bonds depending on client needs and market conditions. PCI offers the following types of accounts: Capital Appreciation Accounts, Core Equity Accounts, Equity Income Accounts, Balanced Accounts, Income Accounts and the Palo Market Neutral Accounts. The firm seeks to maintain diversification in portfolios with regard to the number of securities and the distribution of securities among different industries; however, the degree of diversification is usually less than that practiced by most investment managers. | Corporate Officer/Principal | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 7 |
|---|---|
Wilmington Trust Corp.
Wilmington Trust Corp. Major BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
First American Trust Co.
First American Trust Co. Investment ManagersFinance First American seeks to provide diversified, risk-controlled investment portfolios designed to achieve superior investment performance for their clients over a complete market cycle. The firm invests primarily in Government Sponsored Enterprises (GSEs), supported by the US Treasury. They offer several investment strategies and implementations focused on preference for capital preservation, downside risk, growth, or income and value investing. | Finance |
The California State University
 The California State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Chapman University
 Chapman University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Foundation Bank
First Foundation Bank Regional BanksFinance Operates as a state chartered commercial bank | Finance |
US Trust
US Trust Investment ManagersFinance Provides investment management services | Finance |
Palo Capital, Inc.
Palo Capital, Inc. Investment ManagersFinance Palo Capital (PCI) seeks to provide superior long-term capital appreciation, subject to the risk tolerances and income needs of each client. Investments are made opportunistically without limitations based on investment style, market-cap or country, using a research-intensive, “top-down, bottom-up” process. Turnover is usually low, especially in taxable accounts. When deemed appropriate, the firm may engage in short-term trading. Investments are restricted to publicly traded securities. For equities, PCI invests primarily in stocks of individual companies. They also invest in ETFs, including leveraged and inverse ETFs, mutual funds and options contracts. Options are generally used only to reduce risk of a decline in a current holding by selling covered call options. PCI also employs short-selling in certain accounts. For fixed income investments, they invest in both mutual funds and individual bonds depending on client needs and market conditions. PCI offers the following types of accounts: Capital Appreciation Accounts, Core Equity Accounts, Equity Income Accounts, Balanced Accounts, Income Accounts and the Palo Market Neutral Accounts. The firm seeks to maintain diversification in portfolios with regard to the number of securities and the distribution of securities among different industries; however, the degree of diversification is usually less than that practiced by most investment managers. | Finance |
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