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
Stephanie O'Donnell
Director, Communications
Office Manager
Ryan M. O'Donnell
Chief Information Security Officer
Financial Advisor
Stephen P. O'Donnell Jr., CEP®
Chief Compliance Officer
Financial Advisor
Maximus "Max" O'Donnell
Chief of Security
Join the team
Learn more in the link.
01. Strategic
We aim to construct portfolios for our clients that offer the potential for attractive returns, while at the same time, minimizing risk.
02. Professional
Our mission is to help you establish and then achieve your goals and objectives while providing you exceptional service along the way.
03. Proactive
We are willing and prepared to act on an opportunity at any time and we spread investments across a variety of industries.
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.
“Don’t confuse brains with a bull market.” – Humphrey Neill