Mr. O'Leary works with LongVue's Chief Investment Officer to help implement our investment process, analyze client portfolios and create asset allocations to fit each client's investment needs. He also performs risk management and performance reviews of LongVue's investment managers and participates in manager assessment meetings and conference calls as part of the due diligence process.

Prior to joining LongVue, Mr. O'Leary spent five years advising institutional clients on investments at a large investment consulting firm and four years working as an internal resource with two large corporations. He has extensive experience with performance measurement, asset allocation studies and manager due diligence.

Mr. O'Leary is a Chartered Financial Analyst and is working towards the Certified Investment Management Analyst (CIMA) designation from The Wharton School at The University of Pennsylvania. He received his bachelor's degree from University of Massachusetts at Amherst.