BS Finance from Smeal College of Business, Pennsylvania State University
Undergraduate Certificate in Real Estate Analysis and Development
In his role as Investment Analyst, Gus O’Hara is responsible for assisting the advisors in portfolio monitoring and implementation. Gus is responsible for day-to-day trading as well as corporate credit and municipal bond analysis. Gus interned with LBMC IA during his sophomore summer at Penn State and prior to joining the firm interned on the trading floor of a major US investment bank in NYC. Gus and the team take pride in providing individually tailored investment services for the firm’s clients.
Outside the Office:
Gus has family from the Nashville area and spends his free time on the golf course with his Dad, running in his neighborhood, and enjoying local restaurants.