Profile
Mr. James O'Brien, CFA, is a Portfolio Manager at Great Ocean Road Advisors LLC.
Prior to Great Ocean Road Advisors, he led a portfolio of Consumer investments at Verition Fund Management and launched a Consumer team as an Analyst at Balyasny Asset Management.
He began his career at Credit Suisse as a Consumer Research Associate, working across Sydney, Melbourne and New York.
Mr. O'Brien holds a Bachelor of Arts (History and International Studies) and a Bachelor of Commerce (Economics and Finance) from the University of Melbourne.
He is a CFA charter holder.
James O'Brien active positions
Companies | Position | Start |
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Great Ocean Road Advisors LLC
Great Ocean Road Advisors LLC Investment ManagersFinance Great Ocean Road Advisors LLC (GORA) is an independent hedge fund management firm headquartered in New York City. The firm was founded by James O’Brien in 2020. GORA manages a long-short equity fund which is offered to high net worth investors. | Founder | 2020-08-31 |
Former positions of James O'Brien
Companies | Position | End |
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Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Analyst-Equity | 2016-04-30 |
Credit Suisse (Australia) Ltd.
Credit Suisse (Australia) Ltd. Investment Banks/BrokersFinance Credit Suisse (Australia) Ltd. (Credit Suisse Australia) is a broker/dealer firm headquartered in Sydney, Australia. The firm was founded in 1999 and is a subsidiary of Credit Suisse AG, which is owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Australia offers global securities sales, trading and execution, prime brokerage, underwriting, and comprehensive investment research for corporate and institutional investors. | Analyst-Equity | 2014-12-30 |
Training of James O'Brien
University of Melbourne | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
Credit Suisse (Australia) Ltd.
Credit Suisse (Australia) Ltd. Investment Banks/BrokersFinance Credit Suisse (Australia) Ltd. (Credit Suisse Australia) is a broker/dealer firm headquartered in Sydney, Australia. The firm was founded in 1999 and is a subsidiary of Credit Suisse AG, which is owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Australia offers global securities sales, trading and execution, prime brokerage, underwriting, and comprehensive investment research for corporate and institutional investors. | Finance |
Great Ocean Road Advisors LLC
Great Ocean Road Advisors LLC Investment ManagersFinance Great Ocean Road Advisors LLC (GORA) is an independent hedge fund management firm headquartered in New York City. The firm was founded by James O’Brien in 2020. GORA manages a long-short equity fund which is offered to high net worth investors. | Finance |
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