| Ockham Wealth Advisors is a wholly owned subsidiary of Cold Spring Advisors. We strive to provide solutions for affluent investors, including high net worth individuals, institutions and nonprofit organizations |
Christian J. Ward | CEO & Director of Research
Christian J. Ward is responsible for the research and investment strategy employed at Ockham Wealth Advisors. Mr. Ward founded Ockham Research, an investment research firm, along with E. Marsh Douthat in 2006 to provide consistently profitable investment recommendations and analytics to the institutional investment community. Prior to founding Ockham, Mr. Ward was a Managing Director and Director of Research for BNY Jaywalk, the independent research division of The Bank of New York. Mr. Ward founded Jaywalk in 1999 and analyzed and evaluated over 300 different investment research products and services over a period of five years to identify the optimal investment products necessary to consistently achieve alpha. Mr. Ward is also a senior partner at Global Access Holdings, the parent company of Ockham Research.
Mr. Ward received a B.S. in Finance from the University of Florida.
James O’Reilly | Head Trader & Risk Management
James O’Reilly brings 16 years of trading experience along with state of the art software, hardware, and algorithmic platform knowledge to OWA. James is a senior partner at Global Access Holdings, the parent company of Ockham Research, where his responsibilities range from global trade executions to the expansion of the Algorithmic Trading division. Mr. O’Reilly has held senior management positions at Sanford Bernstein and Company, where he directed the firm’s institutional equities trading activities and was responsible for helping build and shape their electronic trading business. Mr. O’Reilly began his career at Charles Schwab and Company where he held a number of positions before becoming a Senior Manager in the equities trading division, responsible for all intraday risk. In this role, he played an active part in the development of the firm’s electronic trading platforms and technology.
Mr. O’Reilly holds a B.B.A. in Finance with a minor in Management from the Frank G. Zarb School of Business at Hofstra University.
Scott Rawson | Portfolio Manager
Scott Rawson has sixteen years of experience in investment management, starting out as a Financial Consultant with The Robinson-Humphrey Company before moving to the Trust Department of Wachovia Bank, N.A. in 1993, where he worked for 6 ½ years as Vice President and Investment Management Advisor. He left Wachovia in 1999, becoming a Vice President and Registered Representative for the Atlanta-based Registered Investment Advisor Capital Directions, LLC. He also worked for Atlanta-based Registered Investment Advisor Capstone Investment Group before joining Financial/Market Management, Inc. in August of 2001 as a Senior Vice President. Prior to entering the investment management field, Rawson was a Naval Intelligence Officer for 6 ½ years, attaining the rank of Lieutenant (O-3).
He has a BA in Advertising/Marketing from the University of Georgia and an MA in National Security Studies from Georgetown University.
Ned Douthat | Trader
Ned will be involved in the investment decision making process as well as the execution of the Enhanced Strategy. Ned has worked for Financial Market Management and Ockham Research for over 2 and a half years. Before starting at FMMI and Ockham, Ned earned BA degrees in Business Economics and History from The University of Texas (2006).
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