Nella Webster O’Grady
Geen lopende functies
Profiel
Ms. Nella W.
O’Grady is a Principal at Palo Capital, Inc. Prior to joining Palo Capital, Ms. Ogrady has served in various senior management and client service roles at US Trust, Wilmington Trust, First American Trust, and First Foundation Bank.
During this time, she has developed a deep understanding of the services clients and their family members need to build and maintain their financial security.
She has served in leadership roles for many Southern California non-profit organizations.
She is currently on the Board of Directors of Orange County United Way, the Board of Counselors for Chapman University, the Pacific Symphony 100 board, the Advisory Board for the Newport Community Counseling Center and the Advisory Board for Women Investing in Security and Education.
Other board roles and involvements have included co-chair of the Woman's Philanthropy Fund, California Art Club board of directors, Musical Theater West board of trustees, the OC Baron’s League of the American Cancer Society.
Her professional associations include the Orange Coast Estate Planning Council and the Planned Giving Roundtable.
Ms. Ogrady earned her Bachelor’s degree in Economics and Business Administration from Chapman University and an M.B.A.
in Marketing and Finance from California State University, Long Beach.
She also holds the Certified Financial Planner designation.
Eerdere bekende functies van Nella Webster O’Grady
| Bedrijven | Functie | Einde |
|---|---|---|
First Foundation Bank
 First Foundation Bank Regional BanksFinance First Foundation Bank engages in the provision of commercial banking services. The company was founded in 2007 and is headquartered in Irvine, CA. | Corporate Officer/Principal | - |
First American Trust Co.
 First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Corporate Officer/Principal | - |
| US Trust | Corporate Officer/Principal | - |
Wilmington Trust Corp.
 Wilmington Trust Corp. Major BanksFinance Wilmington Trust Corp. provides banking and financial services. It also creates a relationship management company that helps individual and institutional clients increase and preserve their wealth. The firm operates through four segments in three core businesses: Regional Banking, Corporate Client Services and Wealth Advisory Services. The Regional Banking Services serves commercial clients throughout the mid-Atlantic region and consumer clients in the state of Delaware. The Wealth Advisory Services serves high-net-worth clients throughout the United States. The Corporate Client Services serves institutional clients. The company was founded by T. Coleman duPont on July 8, 1903 and is headquartered in Wilmington, DE. | Corporate Officer/Principal | - |
Palo Capital, Inc.
 Palo Capital, Inc. Investment ManagersFinance Founded by Kevin O'Grady in 2005, Palo Capital, Inc. is a wealth management firm and registered investment advisor located in Newport Beach, California. The firm manages investment portfolios on a discretionary basis for individuals, pension and profit-sharing plans, estates, trusts, and not-for-profit organizations. | Corporate Officer/Principal | - |
Opleiding van Nella Webster O’Grady
| Chapman University | Undergraduate Degree |
| The California State University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Palo Capital, Inc.
Palo Capital, Inc. Investment ManagersFinance Founded by Kevin O'Grady in 2005, Palo Capital, Inc. is a wealth management firm and registered investment advisor located in Newport Beach, California. The firm manages investment portfolios on a discretionary basis for individuals, pension and profit-sharing plans, estates, trusts, and not-for-profit organizations. | Finance |
| US Trust | Finance |
Wilmington Trust Corp.
Wilmington Trust Corp. Major BanksFinance Wilmington Trust Corp. provides banking and financial services. It also creates a relationship management company that helps individual and institutional clients increase and preserve their wealth. The firm operates through four segments in three core businesses: Regional Banking, Corporate Client Services and Wealth Advisory Services. The Regional Banking Services serves commercial clients throughout the mid-Atlantic region and consumer clients in the state of Delaware. The Wealth Advisory Services serves high-net-worth clients throughout the United States. The Corporate Client Services serves institutional clients. The company was founded by T. Coleman duPont on July 8, 1903 and is headquartered in Wilmington, DE. | Finance |
First American Trust Co.
First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Finance |
First Foundation Bank
First Foundation Bank Regional BanksFinance First Foundation Bank engages in the provision of commercial banking services. The company was founded in 2007 and is headquartered in Irvine, CA. | Finance |
