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Profile
Richard C.
O'Donnell worked as the Director of Financial Planning at Capital Directions LLC from 2022 to 2023.
He completed his undergraduate degree from DePauw University in 2006.
Former positions of Richard O'Donnell
| Companies | Position | End |
|---|---|---|
Capital Directions LLC
 Capital Directions LLC Investment ManagersFinance Capital Directions employs a wide range of methods to manage portfolios and evaluate investments. The firm uses academic research when making investment decisions. They primarily utilize an investment approach based on Modern Portfolio Theory. Capital Directions adheres to the passive style of investing and, thus, recommends indexed and passive mutual funds. The firm generally does not recommend individual stocks or bonds in its asset allocation strategies and portfolio recommendations to clients. | Portfolio Manager-Equities | 2022-12-31 |
Training of Richard O'Donnell
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
18
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Capital Directions LLC
Capital Directions LLC Investment ManagersFinance Capital Directions employs a wide range of methods to manage portfolios and evaluate investments. The firm uses academic research when making investment decisions. They primarily utilize an investment approach based on Modern Portfolio Theory. Capital Directions adheres to the passive style of investing and, thus, recommends indexed and passive mutual funds. The firm generally does not recommend individual stocks or bonds in its asset allocation strategies and portfolio recommendations to clients. | Finance |
DePauw University
 DePauw University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Richard O'Donnell
