Profile
Ms. Beverly T.
O'Grady is Portfolio Manager & Investment Analyst at Wilkinson O'Grady & Co., Inc.
Prior to joining Wilkinson O'Grady & Co., Ms. O'Grady was employed at Swiss Helvetia Fund, Inc. She also served on the board at The Charles Schwab Corp.
Ms. O'Grady received a BA from St. Mary's College-Notre Dame and an MA from Columbia University.
She is also a CFA Charterholder.
Former positions of Beverly Troxler O'Grady
| Companies | Position | End |
|---|---|---|
| CHARLES SCHWAB | Director/Board Member | 31/12/1993 |
| THE SWISS HELVETIA FUND INC. | Founder | - |
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Analyst-Equity | - |
Training of Beverly Troxler O'Grady
| The Trustees of Columbia University in The City of New York | Graduate Degree |
| St. Mary's College (Indiana) | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| CHARLES SCHWAB | Finance |
| Private companies | 2 |
|---|---|
Fiera Capital, Inc.
Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Finance |
The Swiss Helvetia Fund, Inc.
 The Swiss Helvetia Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous The Swiss Helvetia Fund, Inc. operates as a non-diversified, closed end investment fund. It intends to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies and it also intends to acquire and hold equity and equity-linked securities of non-Swiss companies in limited instances. The company was founded on October 24, 1986 and is headquartered in Milwaukee, WI. | Miscellaneous |
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