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Over twenty-five years experience with the stock market and investing
Individual investor that has advised many fellow educators about investing in the stock market
Enjoy actively managing several portfolios
Look for diversification in portfolios
Research and homework on stocks are enjoyable
BS- Elementary Education
MS ED- Advanced Teacher Education
Twenty- five years of coaching HS Varsity Athletics- football and basketball
Philip O’Connell holds a BE in Civil Engineering from the National University of Ireland Galway, a MSc in Project Management from the UCD Michael Smurfit Graduate Business School and is currently working in a business transformation role in London. Although coming from a non-traditional investment background, his strong analytical skills, business acumen, and multi-disciplinary approach equip him with a unique skill set for investing. He has recently passed the CFA Level 1 exam and is a Candidate for Level 2 in June 2017.
Philip has traveled to more than 22 countries worldwide and has worked in three of those. He enjoys surfing, hiking, running and adventure riding.
Value investing - open to all techniques and approaches.
Semi-retired marketing and sales executive with a second career in the travel business. Actively invest an upper six digit portfolio in half a dozen mutual funds as well as a couple of stock brokerages accounts, most of it IRA. Primary goal is income with some appreciation potential.