James O'Donoghue, CFA, currently serves as Associate Director at Rubicon Capital Advisors since March 2019, following a progressive career that includes roles as Senior Associate and Associate within the same firm. Prior experience includes serving as an Investment and Data Analyst at Pepper Financial Services Group, where responsibilities encompassed managing financial models and preparing performance reports. Previous to Pepper, James worked as a Senior Associate at PwC, focusing on data analytics to enhance client business operations. Educationally, James earned a degree in Management Science Information Systems from Trinity College Dublin, complemented by various internships at financial institutions, including Bank of Ireland Securities Services and State Street.
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