Profile
Mr. Cullen O.
Roche is a Founder & Chief Investment Officer at Orcam Financial Group LLC.
He helps the investors obtain better access to personalized and reasonably priced financial help.
Mr. Roche’s primary areas of expertise include global macro portfolio construction, quantitative risk management, monetary economics, financial accounting and behavioral finance.
Prior to establishing his own business, Mr. Roche worked at Merrill Lynch Global Wealth Management where he worked on a team overseeing $500MM+ in assets under management.
Upon leaving Merrill Lynch, Mr. Roche managed a private investment partnership which took advantage of accounting irregularities ahead of major corporate events.
The strategy generated substantial positive alpha (high risk adjusted returns) without a single negative year of returns from 2005-2011.
He formed Orcam Group in 2012 to help better serve the much needed retail space with sophisticated but low fee asset management and financial planning services.
He received his undergraduate degree from McDonough School of Business.
Cullen O'Brien Roche active positions
Companies | Position | Start |
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Orcam Financial Group LLC
Orcam Financial Group LLC Investment ManagersFinance Orcam Financial Group LLC (Orcam) is an independent registered investment advisor and wealth management firm headquartered in Encinitas, California. The firm was founded by Cullen O. Roche in 2012. Orcam provides investment research, reports and newsletters, asset management, and financial consulting services to individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, endowments, corporations, trusts, and small businesses. | Founder | 2011-12-31 |
Training of Cullen O'Brien Roche
McDonough School of Business | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Orcam Financial Group LLC
Orcam Financial Group LLC Investment ManagersFinance Orcam Financial Group LLC (Orcam) is an independent registered investment advisor and wealth management firm headquartered in Encinitas, California. The firm was founded by Cullen O. Roche in 2012. Orcam provides investment research, reports and newsletters, asset management, and financial consulting services to individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, endowments, corporations, trusts, and small businesses. | Finance |
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