James Henry O'Leary
Chief Executive Officer at Henry James International Management, Inc.
Profile
Mr. James H.
O'Leary, CFA MBA, is a Chief Investment Officer at Henry James International Management, Inc. He is also the firm's Chief Executive Officer, Chief Compliance Officer and Portfolio Manager.
He has over 30 years experience in the investment management arena and has been managing International portfolios since 1999.
Mr. O'Leary was previously employed as an International Sub Adviser by Navellier & Associates, Inc., a Vice President by Federated Investment Counseling, and a Managing Director by Lexington Management Corp.
He received his Bachelor of Science degree from Bowling Green State University in 1972, and an MBA from the University of Cincinnati (Ohio) in 1974.
James Henry O'Leary active positions
Companies | Position | Start |
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Henry James International Management, Inc.
Henry James International Management, Inc. Investment ManagersFinance Henry James International Management, Inc. provides investment advice. The private company is based in New York, NY. The company was founded in 2014. James Henry O'Leary has been the CEO of the company since 2014. | Chief Executive Officer | 2013-12-31 |
Former positions of James Henry O'Leary
Companies | Position | End |
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Navellier & Associates, Inc.
Navellier & Associates, Inc. Investment ManagersFinance Navellier & Associates, Inc. (Navellier) is an independent registered investment advisor headquartered in Reno, Nevada. The firm was founded by Louis Navellier in 1987. Navellier provides investment advisory services and manages investment advisory accounts for taxable and tax-exempt clients, which includes individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations, pension plans, Taft-Hartley plans, and open-end investment companies. | Portfolio Manager-Equities | 2014-02-23 |
Lexington Management Corp. | Corporate Officer/Principal | - |
Federated Investment Counseling
Federated Investment Counseling Investment ManagersFinance Federated Investment Counseling (FIC) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., which is ultimately owned by Federated Hermes, Inc. (NYSE: FHI). FIC offers investment advisory services to high-net-worth individuals through separate accounts (Separate Accounts) and serves as the investment manager or model provider in certain separately managed accounts or wrap fee programs. | Corporate Officer/Principal | - |
Training of James Henry O'Leary
Bowling Green State University | Undergraduate Degree |
University of Cincinnati (Ohio) | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Navellier & Associates, Inc.
Navellier & Associates, Inc. Investment ManagersFinance Navellier & Associates, Inc. (Navellier) is an independent registered investment advisor headquartered in Reno, Nevada. The firm was founded by Louis Navellier in 1987. Navellier provides investment advisory services and manages investment advisory accounts for taxable and tax-exempt clients, which includes individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations, pension plans, Taft-Hartley plans, and open-end investment companies. | Finance |
Lexington Management Corp. | Finance |
Federated Investment Counseling
Federated Investment Counseling Investment ManagersFinance Federated Investment Counseling (FIC) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., which is ultimately owned by Federated Hermes, Inc. (NYSE: FHI). FIC offers investment advisory services to high-net-worth individuals through separate accounts (Separate Accounts) and serves as the investment manager or model provider in certain separately managed accounts or wrap fee programs. | Finance |
Henry James International Management, Inc.
Henry James International Management, Inc. Investment ManagersFinance Henry James International Management, Inc. provides investment advice. The private company is based in New York, NY. The company was founded in 2014. James Henry O'Leary has been the CEO of the company since 2014. | Finance |
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