Cullen O'Brien Roche

Cullen O'Brien Roche

Founder at Orcam Financial Group LLC

Consumer Services
Finance

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

CompaniesPositionStart
Founder 2011-12-31
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Training of Cullen O'Brien Roche

McDonough School of Business Undergraduate Degree

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