Donald Ohara (CRD# 2710243) is an Investment Advisor Representative working at Villanova Investment Management Company, LLC in Berwyn, PA and has over 2 years of experience in the finance industry.
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2432429
Avantax Advisory Services
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Radiantesg Global Investors | Danville, CA | Nov 2021 - Current | 2 |
| Pennhaven Brokerage Partners, LLC | West Chester, PA | Sep 2020 - Current | 3 |
| Villanova Investment Management Company, LLC | Berwyn, PA | May 2016 - Current | 8 |
| Stp Investment Partners, LLC | West Chester, PA | Nov 2019 - Mar 2024 | 4 |
| Chesterbrook Capital | Berwyn, PA | May 2018 - Mar 2020 | 1 |
| Silkworth Capital Partners LLC | Berwyn, PA | Sep 2017 - Nov 2019 | 2 |
| Alphaone Capital Partners, LLC | Berwyn, PA | Aug 2009 - Nov 2019 | 10 |
| Work Capital, LLC | Boston, MA | May 2017 - Jun 2019 | 2 |
| Foreside Fund Services, LLC | W. Conshohocken, PA | Feb 2011 - May 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
| S63 | Uniform Securities State Law Examination | Apr 2024 |
- PA
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Total Assets Under Management99MILLIONS
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Total Number of Accounts7ACCOUNTS
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Average Account Value$14,213,545
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
PA
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