Trust
Meet our Team Of Professionals
Stephen P. O'Donnell Sr.
President & CEO
Chief Investment Officer
Sue Jean O'Donnell
Managing Partner
John P. Dodenhoff
Director, Trading & Research
Portfolio Manager
Financial Advisor
Certified Tax Specialist
Ryan M. O'Donnell
Chief Information Security Officer
Financial Advisor
Stephen P. O'Donnell Jr., CEP®
Chief Compliance Officer
Financial Advisor
Irina Weiner-Valts
Executive Assistant
Maximus "Max" O'Donnell
Chief of Security
Join the team
Interested in joining our team?
Learn more in the link.
Learn more in the link.
Our team works for you
“We believe that managing risk is more important than chasing returns. We believe the true value of a portfolio manager is revealed during difficult market conditions, not during bull markets.” — Stephen P. O’Donnell, Sr.
“Don’t confuse brains with a bull market.” — Humphrey Neill