Tim O'Hara

Chief Investment Officer at Strategic Investment Management LLC

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Profile

Mr. Timothy F.
O'Hara, CFA MBA, is a Co-Chief Investment Officer at Strategic Investment Management LLC and Strategic Investment Group LLC.
As Co-CIO, Mr. O'Hara is responsible for all aspects of Strategic’s investment process, portfolios, and performance.
He also directs the firm's research efforts, enhancing the firm’s broad portfolio and risk management activities, as well as more focused asset class research initiatives.
Prior to joining Strategic, Mr. O'Hara was Managing Director of Rockport Advisors, where he developed a market-neutral U.S.
equity strategy.
He has served as Vice President and Head of Asset Allocation Applied Research at J.P.
Morgan Investment Management.
He holds an M.B.A.
in Finance from the Stern School of Business at New York University, a B.S.Econ.
from the Wharton School, and a B.S.Eng.
from the Moore School of Engineering at the University of Pennsylvania.
He is a CFA charter holder and a member of the New York Society of Security Analysts.

Tim O'Hara active positions

Companies	Position	Start
Strategic Investment Management LLC Strategic Investment Management LLC Investment ManagersFinance Strategic Investment Management, Inc. (Strategic) is an independent, SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1987 by Hilda Margarita Ochoa-Brillembourg, Joseph Oricoli, Carol Grefenstette, Antoine van Agtmael and Michael Duffy. Strategic offers discretionary investment management and planning services to both US and non-US individual and institutional investors, such as employee pension and benefit plans, foundations, endowments, government entities, pooled investment vehicles and family and general corporate funds.	Chief Investment Officer	-
Strategic Investment Group LLC Strategic Investment Group LLC Investment ManagersFinance Strategic Investment Group LLC provides integrated portfolio solutions. The company was founded by Mary Claire Choksi, Hilda Margarita Ochoa-Brillembourg, Michael Anthony Duffy and Carol Ann Grefenstette in 1987 and is headquartered in Arlington, VA.	Chief Investment Officer	20/06/2013

All active positions of Tim O'Hara

Former positions of Tim O'Hara

Companies	Position	End
JPMorgan Investment Management, Inc. JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.	Director of Research - Equity	30/12/2001

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Training of Tim O'Hara

The Wharton School of the University of Pennsylvania	Undergraduate Degree
Moore School of Electrical Engineering	Undergraduate Degree
The Leonard N Stern School of Business	Masters Business Admin

Experiences
Positions held

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Connections

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Linked companies

Private companies	3
Strategic Investment Management LLC Strategic Investment Management LLC Investment ManagersFinance Strategic Investment Management, Inc. (Strategic) is an independent, SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1987 by Hilda Margarita Ochoa-Brillembourg, Joseph Oricoli, Carol Grefenstette, Antoine van Agtmael and Michael Duffy. Strategic offers discretionary investment management and planning services to both US and non-US individual and institutional investors, such as employee pension and benefit plans, foundations, endowments, government entities, pooled investment vehicles and family and general corporate funds.	Finance
JPMorgan Investment Management, Inc. JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.	Finance
Strategic Investment Group LLC Strategic Investment Group LLC Investment ManagersFinance Strategic Investment Group LLC provides integrated portfolio solutions. The company was founded by Mary Claire Choksi, Hilda Margarita Ochoa-Brillembourg, Michael Anthony Duffy and Carol Ann Grefenstette in 1987 and is headquartered in Arlington, VA.	Finance

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