Unconventional Investor was founded in 2007 and has steadily grown over the years.  At the end of March 2015, assets under management were approximately $62 million.  A typical client comes to us with between $150,000 and $5 million.  


Our founder, Paul O'Leary, held senior level finance positions at several companies during his career. After business school at the University of Michigan, he worked for TRW in various finance and marketing capacities. From 1997-2002 he was Director of Finance, then Vice President of Finance for Score Educational Centers, a subsidiary of the Washington Post Company (WPO). He held the title of Director of Finance at Scientific Learning Corporation (SCIL) from 2004 through 2006. He left Scientific Learning at the end of 2006 to pursue his dream of starting this business and making high quality investment advice available to normal people at a reasonable cost.  


EDUCATION and TRAINING

BA, Political Economy, 1987; Johns Hopkins University, Baltimore, MD
MBA, 1991; University of Michigan's Ross School of Business, Ann Arbor, MI

Paul passed the Level I CFA exam in 2003. He is not a CFA Charterholder.

Paul O'Leary has held senior level finance positions at several companies during his career. After business school, he worked for TRW in various finance and marketing capacities. From 1997-2002 he was Director of Finance, then Vice President of Finance for Score Educational Centers, a subsidiary of the Washington Post (WPO). He held the title of Director of Finance at Scientific Learning Corporation (SCIL) from 2004 through 2006. He left Scientific Learning at the end of 2006 to pursue his dream of starting this business.
EDUCATION
BA in economics, Johns Hopkins University, Baltimore, MD; 1987
MBA from the University of Michigan's Ross School of Business; finance and accounting concentration; 1991
Paul passed the Level I CFA exam in 2003. He is not a CFA Charterholder.  
Paul O'Leary has held senior level finance positions at several companies during his career. After business school, he worked for TRW in various finance and marketing capacities. From 1997-2002 he was Director of Finance, then Vice President of Finance for Score Educational Centers, a subsidiary of the Washington Post (WPO). He held the title of Director of Finance at Scientific Learning Corporation (SCIL) from 2004 through 2006. He left Scientific Learning at the end of 2006 to pursue his dream of starting this business.
EDUCATION
BA in economics, Johns Hopkins University, Baltimore, MD; 1987
MBA from the University of Michigan's Ross School of Business; finance and accounting concentration; 1991
Paul passed the Level I CFA exam in 2003. He is not a CFA Charterholder.  
Paul O'Leary has held senior level finance positions at several companies during his career. After business school, he worked for TRW in various finance and marketing capacities. From 1997-2002 he was Director of Finance, then Vice President of Finance for Score Educational Centers, a subsidiary of the Washington Post (WPO). He held the title of Director of Finance at Scientific Learning Corporation (SCIL) from 2004 through 2006. He left Scientific Learning at the end of 2006 to pursue his dream of starting this business.
EDUCATION
BA in economics, Johns Hopkins University, Baltimore, MD; 1987
MBA from the University of Michigan's Ross School of Business; finance and accounting concentration; 1991
Paul passed the Level I CFA exam in 2003. He is not a CFA Charterholder.  
Paul O'Leary has held senior level finance positions at several companies during his career. After business school, he worked for TRW in various finance and marketing capacities. From 1997-2002 he was Director of Finance, then Vice President of Finance for Score Educational Centers, a subsidiary of the Washington Post (WPO). He held the title of Director of Finance at Scientific Learning Corporation (SCIL) from 2004 through 2006. He left Scientific Learning at the end of 2006 to pursue his dream of starting this business.
EDUCATION
BA in economics, Johns Hopkins University, Baltimore, MD; 1987
MBA from the University of Michigan's Ross School of Business; finance and accounting concentration; 1991
Paul passed the Level I CFA exam in 2003. He is not a CFA Charterholder.