Cameron O'Leary

Manager, Investment Operations

Focus Area


Cameron O’Leary serves as an Investment Operations Manager at the firm. He provides operational support and client service as part of the firm’s Investment Services department.

With a comprehensive operations background across several Registered Investment Advisors and custodial banks, Cameron brings 7 years of experience to his role. He attended The University at Buffalo where he earned a Bachelor of Science in Business Administration and completed his MBA at George Washington University with a concentration in finance.

In his free time, Cameron enjoys traveling, hiking, and playing tennis.