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James O'Leary, CFA

VP/Director of Institutional/Senior Portfolio Manager

Jim O'LearyJames O'Leary joined Navellier in 1996 and has over thirty years of experience in the securities industry. He earned the right to use the CFA designation in 1986. At Navellier, Mr. O’Leary leads the Institutional team. He also has over a decade of experience managing international assets at the firm and is the Senior Portfolio Manager for several of Navellier's international strategies including International Growth, International Select, and Global Growth.

Prior to joining Navellier, Mr. O'Leary was Managing Director at Lexington Management Corporation. Prior to Lexington, he was Vice President of Institutional at Federated Investment Counseling.

Mr. O'Leary received a B.S. in business administration from Bowling Green State University and earned an M.B.A. in marketing and finance from the University of Cincinnati.

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