Michele O'Grady
Managing Director and Partner at Philosmith Capital Corp.
About
Michele O’Grady is a partner at PhiloSmith Capital Corp, based in Stamford, CT, where she has served since 1998 and became a partner in 2005. In her current role, she is responsible for the financial and administrative management of the firm’s investment accounts and partnerships, as well as overseeing compliance, operations, and performance data for all investment vehicles. Michele is also the President and Chief Compliance Officer of PhiloSmith Securities, LLC, the firm’s FINRA-registered broker-dealer affiliate.
Her investment focus is on the financial services sector, with particular expertise in insurance companies and related financial businesses, reflecting the core specialization of PhiloSmith Capital Corp. Michele manages operational oversight and compliance in these specialized investment vehicles, supporting both investment management and deal execution in insurance and financial services markets.
Michele began her career as an associate at Capital Partners, a leveraged buyout (LBO) firm, and went on to become the Chief Financial Officer at Oxford Bioscience Partners, a venture capital firm managing over $300 million. She graduated magna cum laude from Marymount College and earned her MBA with honors from the University of Bridgeport. She currently maintains Series 7 and 24 FINRA registrations, underscoring her expertise in financial operations and regulatory compliance within the investment industry.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| PhiloSmith & Co. | Managing Director and Partner | Oct 1998 to Present | PhiloSmith is a boutique investment firm specializing in insurance and other financial services products.  Founded in 1962, PhiloSmith has been providing financial advisory and investment management s... | 
| Oxford Bioscience Partners | Director of Finance (CFO) | May 1994 to Sep 1998 | — | 
| Capital Partners | Associate | Mar 1990 to May 1994 | — | 
| Vestron, Inc. | Manager, Contract Administration | Jan 1984 to Jan 1989 | — | 
| The Wyatt Company | Administration | Jan 1982 to Jan 1984 | — | 
| General Re | Paying for College | Jan 1979 to Jan 1982 | — | 
Education
University of Bridgeport
MBA, Finance
1998 — 1999
Fordham University
BA, History, Business
Stamford High School
Others at Philosmith Capital Corp. (2)
| Name | Role | Location | 
|---|---|---|
| Vice President | New York, NY , United States | |
| JJamie Inglis | Managing Director, Partner | Stamford, CT , United States |