Michael O'Connor
Vice President and Portfolio Manager at Fund Evaluation Group, LLC
About
Michael O'Connor, CFA, CAIA, is Vice President and Portfolio Manager at FEG Investment Advisors, based in Cincinnati, Ohio. In this role since January 2023, he is responsible for managing client investment portfolios, with a particular emphasis on asset allocation, risk management, and implementing customized investment solutions for institutional and non-profit clients.
O'Connor possesses over 18 years of experience in investment management, having previously served as Vice President and Assistant Portfolio Manager at Fund Evaluation Group (now FEG Investment Advisors) from 2015 to 2023, and as Senior Research Analyst focused on Fixed Income from 2012 to 2015. His expertise spans traditional and alternative investment strategies, especially in fixed income, asset and risk allocation, and manager due diligence, and he contributes to FEG’s Asset and Risk Allocation Team and Portfolio Management Team.
He holds a Bachelor of Business Administration, cum laude, in Finance and Real Estate from the University of Cincinnati and maintains both the CFA and CAIA designations. O'Connor is a member of the CFA Institute, CAIA Association, and the CFA Society of Cincinnati, and has published research on topics including asset allocation for non-profits, higher education endowments, and sector outlooks such as biotech.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| FEG Investment Advisors | Vice President and Portfolio Manager | Jan 2023 to Present | — |
| Fund Evaluation Group, LLC | Vice President and Assistant Portfolio Manager | Nov 2015 to Mar 2023 | Primary responsibilities include institutional portfolio management functions spanning strategic and dynamic asset allocation, manager selection, communication of performance and attribution to both i... |
| Fund Evaluation Group | Senior Fixed Income Research Analyst | Dec 2012 to Nov 2015 | — |
| Fund Evaluation Group, LLC | Research Analyst - Fixed Income | Feb 2010 to Dec 2012 | — |
| American Financial Group, Inc. | Assistant to the Late Chairman, Carl H. Lindner, Jr. | Feb 2006 to Feb 2010 | — |
| American Money Management, Corp. | Trading Department Intern | Jun 2007 to Jan 2010 | — |
Education
University of Cincinnati
Bachelor of Business Administration, Cum Laude, Finance & Real Estate
2005 — 2009
Skills & Expertise
Others at Fund Evaluation Group, LLC (25)
| Name | Role | Location |
|---|---|---|
B Bobby Blue | Vice President, Portfolio Construction | Cincinnati, OH , United States |
B Brian Hooper | Research Analyst | Fairborn, OH , United States |
 | Vice President - Research | Detroit, MI , United States |
 | Vice President - Research | Cincinnati, OH , United States |
D David Mason | Research Analyst | Cincinnati, OH , United States |
 | AVP, Institutional Portfolio Analyst | Cincinnati, OH , United States |
 | Institutional Portfolio Analyst | Cincinnati, OH , United States |
 | Managing Principal and CIO and Head of Research | Cincinnati, OH , United States |
K Kevin James Conroy | Senior Research Analyst - Hedged Strategies | Cincinnati, OH , United States |
M Michael Franke | Vice President - Portfolio Manager | Cincinnati, OH , United States |
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