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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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The Journey to Achieving Financial Wellness

The Journey to Achieving Financial Wellness

“Financial wellness” is an innocuous-sounding phrase that, when you really unpack it, carries a lot more meaning than many people realize. What does it mean to be financially well? Financial wellness doesn’t just consist of what’s in your bank account or your...

Wealth Management Lessons from March Madness

Wealth Management Lessons from March Madness

Like many of you, this month I’ll be consumed with my favorite annual event, the NCAA basketball tournament. It’s always so exciting when March Madness returns with teams all dreaming of advancing to the Final Four and cutting down the nets as national champions....

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