Email

LinkedIn

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. He also holds the Chartered Financial Analyst designation.

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.

READ MORE

Latest News & Resources

Insights

The Morning View: January 15, 2021

The Morning View: January 15, 2021

In this morning’s data, Retail Sales for December fell -0.7%, worse than expected.  Non-store Retailers, Electronics & Appliances, and Food Service & Drinking Places were especially weak, while Gasoline Stations showed some strength.  The Control Group, which...

Recognizing the Value of Financial Planning for Trust Beneficiaries

Recognizing the Value of Financial Planning for Trust Beneficiaries

BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer  |  (601) 707-0008 When it comes to working with clients, professional services providers (CPAs, estate planning attorneys, for example) know that one thing is nearly certain: their clients’ financial...

Argent Employee Spotlight – Jason Simpson

Argent Employee Spotlight – Jason Simpson

Meet Jason Simpson, who is with AmeriTrust in Tulsa and has been with us for 1 year.   Q. What led you to Argent and what makes it unique? A. While working for a competitor, I was approached by one of my colleagues to assist with the firm’s investment management....

Interested in speaking with

one of our experts?