Profil
Ms. Emily O’Hara joined Back Bay Financial Group in April, 2005.
As a financial advisor, she works on a wealth management team supporting client relationships.
Among others, her responsibilities include working closely with clients to respond to specific requests, preparing and presenting recommendations in client meetings, and performing additional financial planning analysis.
Ms. O’Hara is also a member of the BBFG Financial Planning Committee and Trading Processes Team.
Prior to joining BBFG, she held various positions in the financial industry.
Most recently, she was a Paraplanner at a financial services firm in Quincy, Mass.
She also served as an administrative assistant to a Certified Financial Planner and a financial planning intern for a fee-only advisory firm.
Ms. O’Hara received her Certified Financial Planner designation in 2009.
She holds a Bachelor of Science degree in Business Administration from Stonehill College, with a concentration in Finance and a minor in Economics and graduated from the Bentley College Master of Science in Financial Planning program in 2008.
Ehemalige bekannte Positionen von Emily R. O'Hara
| Unternehmen | Position | Ende |
|---|---|---|
Back Bay Financial Group, Inc.
 Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston | Analyst-Festverzinsliche Wertpapiere | 28.12.2012 |
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Analyst-Festverzinsliche Wertpapiere | - |
Ausbildung von Emily R. O'Hara
| Bentley University | Graduate Degree |
| Stonehill College, Inc. | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Back Bay Financial Group, Inc.
Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston | Finance |
Modera Wealth Management LLC
Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Finance |
