David O'Leary

Finance

Consumer Services

Profile

Mr. David O'Leary, CFA, is Director-Fund Analysis at Morningstar Research, Inc. (Canada).
Prior to joining Morningstar Canada in April 2003, he held various positions with Canada Trust.
He spent several years working as a Financial Advisor providing advice on investment, credit and insurance products.
Mr. O'Leary received a Bachelor of Arts from the University of Toronto and a Master of Business Administration from University of Toronto's Rotman School of Management.

Former positions of David O'Leary

Companies	Position	End
Morningstar Research, Inc. (Canada) Morningstar Research, Inc. (Canada) Investment ManagersFinance Morningstar Research, Inc. Canada is Canada's leading investment fund research firm. They were formed in 1999 as the result of the acquisition of Portfolio Analytics and BellCharts Inc. by Chicago-based Morningstar Inc., the global investment firm in the US. They market the two most popular mutual fund software products, PALTrak and BellCharts and operate the Morningstar.ca web site. In addition, Morningstar Canada provides analysis and consulting services for investment management, fund performance evaluation and pension plan governance. They are located in Toronto.	Director of Research - Equity	2012-06-21

See the detail of David O'Leary's experience

Training of David O'Leary

University of Toronto

Masters Business Admin

Experiences
Positions held

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Inactive

Listed companies

Private companies