Steven Richard O'Leary
Profile
Prior to joining Sherwood Forest, Mr. O’Leary joined Scott and Stringfellow in Richmond, Virginia in 1997, where he added the Series 7, 31, 63 and 66 licenses to his background.
After several firm acquisitions, he moved to Citi-Smith Barney as a Second Vice President in the Advisory Group.
He held this position through 2008.
Mr. O'Leary received his Bachelor of Science Degree in Aviation Management from the Florida Institute of Technology in 1989.
He is a private pilot with an instrument rating.
Mr. O'Leary maintains an extensive network of retail (including high-net worth) prospective investor contacts in California, Maryland, Virginia and Tennessee.
Former positions of Steven Richard O'Leary
| Companies | Position | End |
|---|---|---|
Market Concepts LLC
 Market Concepts LLC Investment ManagersFinance Market Concepts LLC (dba mConcepts) is an independent investment management firm headquartered in Arlington, Virginia. The firm was founded by Douglas Stewart in 2007 as Sherwood Forest Capital Management LLC. mConcepts provides non-correlated liquid alternative investment solutions to individual clients. | Sales & Marketing | 31/12/2010 |
Training of Steven Richard O'Leary
| Florida Institute of Technology, Inc. | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Market Concepts LLC
Market Concepts LLC Investment ManagersFinance Market Concepts LLC (dba mConcepts) is an independent investment management firm headquartered in Arlington, Virginia. The firm was founded by Douglas Stewart in 2007 as Sherwood Forest Capital Management LLC. mConcepts provides non-correlated liquid alternative investment solutions to individual clients. | Finance |
- Stock Market
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- Steven Richard O'Leary
