Dave O'Donnell
Founder at The Patriot Financial Group Insurance Agency LLC
Dave O'Donnell active positions
Companies | Position | Start | End |
---|---|---|---|
The Patriot Financial Group Insurance Agency LLC
The Patriot Financial Group Insurance Agency LLC Investment ManagersFinance The Patriot Financial Group Insurance Agency LLC, dba The Patriot Financial Group (TPFG), is an independent registered investment adviser headquartered in Westborough, Massachusetts. The firm was founded by David M. O'Donnell in 2004. TPFG provides investment advice to individuals, small businesses and high net-worth individuals as well as pension and profit-sharing plans. | Founder | 2004-03-31 | - |
Chief Investment Officer | 2004-03-31 | - | |
Portfolio Manager-Equities | 2004-03-31 | - | |
President | 2004-03-31 | - | |
Chairman | 2004-03-31 | - |
Career history of Dave O'Donnell
Training of Dave O'Donnell
St. John Fisher College | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Chairman | 1 |
Chief Investment Officer | 1 |
Founder | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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The Patriot Financial Group Insurance Agency LLC
The Patriot Financial Group Insurance Agency LLC Investment ManagersFinance The Patriot Financial Group Insurance Agency LLC, dba The Patriot Financial Group (TPFG), is an independent registered investment adviser headquartered in Westborough, Massachusetts. The firm was founded by David M. O'Donnell in 2004. TPFG provides investment advice to individuals, small businesses and high net-worth individuals as well as pension and profit-sharing plans. | Finance |
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