FEG Investment Advisors
Michael O'Connor, CFA, CAIA has a diverse work experience in the finance industry. Michael started their career as a Trading Department Intern at American Money Management, Corp. in June 2007 and continued until January 2010. In February 2006, they joined American Financial Group, Inc. as an Assistant to the Late Chairman, Carl H. Lindner, Jr., and remained in this role until February 2010.
Later, in February 2010, they became a Research Analyst - Fixed Income at FEG Investment Advisors and served in this role until December 2012. Following this, they were promoted to Senior Fixed Income Research Analyst at the same company from December 2012 to November 2015.
Michael's next role at FEG Investment Advisors was Vice President and Assistant Portfolio Manager, which they held from November 2015 until March 2023. Michael'sresponsibilities during this time included institutional portfolio management functions, manager selection, risk management, and client engagements. Michael also authored external publications related to economic themes and trends.
Currently, Michael O'Connor works at FEG Investment Advisors as a Vice President and Portfolio Manager, a role they have held since January 2023.
Michael O'Connor, CFA, CAIA, received their education at the University of Cincinnati from 2005 to 2009. During this time, they earned a Bachelor of Business Administration degree with honors, focusing on Finance & Real Estate.
In addition to their undergraduate education, Michael O'Connor has obtained several certifications to further their knowledge and skills. Michael obtained the Chartered Alternative Investment Analyst (CAIA) certification from the CAIA Association in April 2014. Michael also acquired the Chartered Financial Analyst (CFA) certification from the CFA Institute in February 2014.
FEG Investment Advisors
FEG is an independently-owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients, such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices. FEG employs over 125 professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $70 billion* in client assets under advisement. Founded in 1988, FEG has served the community, both directly and by helping our clients fulfill their missions, for over 35 years. *FEG is also known as Fund Evaluation Group, LLC. For full disclosures, visit: www.feg.com/disclosures The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services. LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn's privacy, security, or terms of use policies that control this service, nor their content, software or tools (or those of any third party's) that are available through links from this page. You use any third-party site/media, software, and materials at your own risk.