William James O'Connor
Director of Research - Equity at Capital Innovations LLC
Profile
Mr. William J.
O'Connor, Jr. CFA, is Director of Research at Capital Innovations LLC.
He has over 36 years of investment industry experience.
Mr. O'Connor was previously employed as Vice President by M&I Investment Management Corp.
Mr. O'Connor received his undergraduate degree from Santa Clara University and an MBA from the University of Wisconsin.
William James O'Connor active positions
| Companies | Position | Start |
|---|---|---|
Capital Innovations LLC
 Capital Innovations LLC Investment ManagersFinance Capital Innovations LLC is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded in 2007 by Susan Dambekaln and Michael Underhill. Capital Innovations advises, creates, and manages specialized investment strategies focusing on real assets for institutional investors and family offices worldwide. | Director of Research - Equity | - |
Former positions of William James O'Connor
| Companies | Position | End |
|---|---|---|
M&I Investment Management Corp.
 M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Portfolio Manager-Equities | 2012-05-30 |
Training of William James O'Connor
| University of Wisconsin | Masters Business Admin |
| Santa Clara University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Finance |
Capital Innovations LLC
Capital Innovations LLC Investment ManagersFinance Capital Innovations LLC is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded in 2007 by Susan Dambekaln and Michael Underhill. Capital Innovations advises, creates, and manages specialized investment strategies focusing on real assets for institutional investors and family offices worldwide. | Finance |
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