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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Brendan O’Sullivan-Hale is a Senior Investment Strategist and a member of Oxford Financial Group, Ltd.’s Oxford Investment Fellows. He is responsible for investment manager evaluation, asset allocation modeling, and portfolio construction. His manager research focuses on fixed income, currency strategies, and emerging markets equities. He is a member of Oxford’s Project Technology and Steering Committee.
The true measure of a portfolio’s success is its ability to meet or exceed a client’s needs while taking acceptable risks. Gauging a portfolio’s returns versus a market benchmark is useful, but secondary.
Brendan works directly with clients with special situations to develop customized solutions designed to meet long-term investment goals. He has developed particular expertise in helping defined-benefit pension plans adopt changes necessary for compliance with a changing regulatory environment.
Brendan joined Oxford in 2001, following several years of experience as a project manager in the telecommunications industry. He received his Bachelor’s degree in Linguistics and East Asian Languages from Indiana University and a Master’s degree in Finance from the Indiana University Kelley School of Business. He earned his Chartered Financial Analyst (CFA) charter in 2007.
Brendan is a member of the CFA Society of Indianapolis.