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Andrew O’Sullivan, CFA®

Portfolio Manager - Quantitative Analyst

Andrew started as a college intern with ICC Capital Management in the summer of 2007; eventually being hired upon graduating as an operations analyst in 2010. While working in operations, he started his pursuit of the CFA® designation; while performing additional research in quantitative portfolio management. He currently manages Highland’s SMID Cap Core Alpha product and provides additional quantitative research to all quantitative strategies. Andrew is a CFA® charterholder.

Lake Mary

1035 Greenwood Blvd. Suite 211, Lake Mary, FL 32746

(407) 926-7769

1035 Greenwood Blvd. Suite 211, Lake Mary, FL 32746

Provided Services

Investment Management

Investment Management

Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

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Latest News & Resources

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The Morning View: May 23, 2024

The Morning View: May 23, 2024

 Announced this morning, Initial Jobless Claims were 215,000 for the week ending May 18th, less than expected and 8,000 less than the revised figure from the previous week. In addition, Continuing Claims were 1,794,000 for the week ending May 11th, slightly more...

A Lesson in Leaving a Legacy

A Lesson in Leaving a Legacy

Annabeth and Carl Schneider (not their real names) immigrated to the U.S. from Europe in the late 1950s. In the early 1980s, the couple moved from the West Coast to the Deep South, where Carl enjoyed a successful career. The Schneiders never had children, but they...

The Morning View: May 15, 2024

The Morning View: May 15, 2024

 Announced this morning, the headline Consumer Price Index (CPI) increased 0.3% in April, less than expected and grew 3.4% on an annual basis, one-tenth below the annualized figure from the previous month. Monthly prices for Gasoline, up 2.8%, were relatively strong,...

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