Rory O’Connor, CIM
Senior Vice President & Portfolio Manager
With over 16 years of experience in the investment industry, Rory focuses on managing client portfolios, identifying and assessing suitable investment strategies and solutions, as well as implementing the team's strategic and tactical asset allocation views. As a portfolio manager, Rory shares the portfolio management responsibilities with Tim. Rory believes that investment success is as much about people as it is about numbers. There is a delicate balancing act that must be struck between analytics (the numbers) and understanding "POP” – People, Ownership Structure, and Process. Rory also leads our activities as they relate to tax and estate planning. Given his significant experience within this space, he serves as the key liaison (somewhat of an interpreter at times) between our clients and their key tax and legal professionals. Rory also leads our thorough tax reporting activities throughout the year, in an effort to make our clients’ annual tax filing experience as seamless as possible.
Rory began his career in the wealth management industry with Merrill Lynch in 1999, and through various consolidations and acquisitions within the industry he has also worked at CIBC Wood Gundy and Macquarie Private Wealth. Having gained valuable experience at a number of different institutions, he very much values the independence and open architecture platform that Richardson GMP provides.
Rory completed his undergraduate studies at Mercyhurst College in Erie, PA while on an academic and athletic scholarship as a NCAA field lacrosse player. Rory was awarded the distinction of Delta Mu Delta from the National Honors Society for academic achievement in Business Administration and was also a member of the Dean’s List in all four years of his undergraduate studies. He has his Chartered Investment Manager (CIM) designation and has completed the Advanced Derivatives Training and Level 1 for the Chartered Financial Analyst (CFA) designation and is also proud to be a member of the Investment Management Consultants Association (IMCA). Born in Prince George, BC, Rory moved to Vancouver at the age of 3, and has called Vancouver home ever since. Rory is happily married with two young daughters. In his spare time, Rory takes full advantage of all that the west coast has to offer. Splitting time between Whistler and his home in North Vancouver, he is an avid mountain biker and, once the snow starts to fall, is quick to switch to downhill skiing.