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Why an Actuarial Background Is Beneficial for Investment Management with Guest Patrick O'Neill

Why an Actuarial Background Is Beneficial for Investment Management with Guest Patrick O'Neill

Update: 2018-10-04

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Patrick O’ Neill, ASA, MAAA, is a member of the Society of Actuaries, a member of American Academy of Actuaries and also a CFA Charterholder. He currently serves as the director in the Global Portfolio Solutions Group for Segal Marco. On today’s show, he explains what his firm does, how he helps people with their investments and how he properly manages liabilities in an investment portfolio.

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Why an Actuarial Background Is Beneficial for Investment Management with Guest Patrick O'Neill

Why an Actuarial Background Is Beneficial for Investment Management with Guest Patrick O'Neill