Sheila O’Halloran began working at Pathstone in 2016. She is a Director in the research group of Pathstone, with the primary responsibility of consolidating support of the alternative investment funds and special structures from an operational, performance reporting, and analytical perspective. She is involved in the creation of monthly and quarterly report deliverables, coordinates various research projects, generates data for portfolio analyses, and assists with Pathstone’s risk management, audit and control processes.
Prior to joining Pathstone, Sheila had been employed since 2003 with Convergent Wealth Advisors, a federally registered investment adviser specializing in wealth management for high net worth families. Prior to this, she worked as an editor in technical publishing.
Sheila earned a Bachelor of Arts degree with concentrations in Literature, History, and Philosophy from the University of Illinois at Champaign-Urbana and studied at the University of Nottingham, England. She also holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.