Edward Bernard O'Gorman
Algemeen Directeur bij River Wealth Advisors LLC
Profiel
Mr. Edward B.
O'Gorman, CFA MBA, is a Chief Executive Officer & Managing Partner at River Wealth Advisors LLC.
He continues as the firm’s Chief Investment Officer and wealth advisor serving clients in Central Pennsylvania, the Lehigh Valley, and across the country.
As CEO, he focuses on translating his vision for the firm’s future into our strategic plan, driving our client and growth strategies.
Additionally, he cultivates strategic relationships with business and community partners to build upon our presence in our markets and give back to our community.
Mr. O'Gorman began his career in the banking industry, managing large institutional fixed-income portfolios.
In addition, he also has experience managing personal, trust, and private equity portfolios.
Immediately prior to co-founding River Wealth Advisors, he served as a portfolio manager at another local Registered Investment Advisor firm.
He holds a Bachelor of Business Administration degree from Villanova University and a Master of Business Administration degree with a Finance emphasis from Pennsylvania State University.
He also earned the right to use the Chartered Financial Analyst designation from the CFA® Institute.
Actieve functies van Edward Bernard O'Gorman
| Bedrijven | Functie | Begin |
|---|---|---|
River Wealth Advisors LLC
 River Wealth Advisors LLC Investment ManagersFinance River Wealth Advisors LLC (River Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in Camp Hill, Pennsylvania. The firm was founded by Robert E. Caplan and Edward B. O'Gorman in 2014. They are owned by River Wealth Holdings LLC, which is principally owned by RWA Legacy Partners LLC. River Wealth provides advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses. | Algemeen Directeur | 01-01-2021 |
Eerdere bekende functies van Edward Bernard O'Gorman
| Bedrijven | Functie | Einde |
|---|---|---|
FMA Advisory, Inc.
 FMA Advisory, Inc. Investment ManagersFinance FMA Advisory, Inc. is a registered investment advisor headquartered in Harrisburg, Pennsylvania. It was founded by Peter J. LaBella in 1990. In 2021, the firm was acquired by Fairport Wealth, which is ultimately held by HighTower Holding LLC. FMA Advisory provides a full range of asset management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Portefeuillebeheerder-Aandelen | - |
Central Pennsylvania Food Bank
 Central Pennsylvania Food Bank Miscellaneous Commercial ServicesCommercial Services The Central Pennsylvania Food Bank distributes food and grocery products. It serves to soup kitchens, shelters, and food pantries in central Pennsylvania counties. These agencies directly feed hungry families throughout central Pennsylvania. The company was founded in October 16, 1982 and is headquartered in Harrisburg, PA. | Directeur/Bestuurslid | - |
Security National Trust Co.
 Security National Trust Co. Investment ManagersFinance Security National Trust Co. (Security National) is a full service fiduciary firm headquartered in Wheeling, West Virginia. The firm was founded in 1999 and is a subsidiary of HBW, Inc. Security National provides investment portfolio and money management advisory services, and comprehensive trust services to various clients. | Portfolio Manager-Fixed Income | 08-11-2010 |
Opleiding van Edward Bernard O'Gorman
| Villanova University | Undergraduate Degree |
| The Pennsylvania State University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Security National Trust Co.
Security National Trust Co. Investment ManagersFinance Security National Trust Co. (Security National) is a full service fiduciary firm headquartered in Wheeling, West Virginia. The firm was founded in 1999 and is a subsidiary of HBW, Inc. Security National provides investment portfolio and money management advisory services, and comprehensive trust services to various clients. | Finance |
FMA Advisory, Inc.
FMA Advisory, Inc. Investment ManagersFinance FMA Advisory, Inc. is a registered investment advisor headquartered in Harrisburg, Pennsylvania. It was founded by Peter J. LaBella in 1990. In 2021, the firm was acquired by Fairport Wealth, which is ultimately held by HighTower Holding LLC. FMA Advisory provides a full range of asset management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
River Wealth Advisors LLC
River Wealth Advisors LLC Investment ManagersFinance River Wealth Advisors LLC (River Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in Camp Hill, Pennsylvania. The firm was founded by Robert E. Caplan and Edward B. O'Gorman in 2014. They are owned by River Wealth Holdings LLC, which is principally owned by RWA Legacy Partners LLC. River Wealth provides advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses. | Finance |
Central Pennsylvania Food Bank
Central Pennsylvania Food Bank Miscellaneous Commercial ServicesCommercial Services The Central Pennsylvania Food Bank distributes food and grocery products. It serves to soup kitchens, shelters, and food pantries in central Pennsylvania counties. These agencies directly feed hungry families throughout central Pennsylvania. The company was founded in October 16, 1982 and is headquartered in Harrisburg, PA. | Commercial Services |
