Jim O’Connor, CFA, CFP®

Jim is a Managing  Director at 1919 Investment Counsel. In his role as Portfolio Manager, Jim works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. His primary focus is on developing and managing investment portfolios tailored to each client’s unique long-term wealth and investment objectives. Jim is a member of the Quality Growth, Equity Income, Fixed Income, and Asset Allocation committees.

Before joining 1919, Jim was a Portfolio Manager with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates, Jim was an Investment Analyst at ArrowMark Partners. He also spent approximately a decade as a Research Analyst and Portfolio Manager at Aster Investment Management in San Francisco.

In his spare time, Jim enjoys playing the guitar and spending as much time with his wife and two kids as they will let him. He also tries to get outside as much as possible, either hiking, cycling, swimming, running, or playing soccer.

Jim earned his B.A. from UC Berkeley and an M.B.A. from the University of Southern California. He is a Certified Financial Planner® professional and a CFA charterholder. He is also a member of the CFA Society of San Francisco.