James O'Rourke Email & Phone Number
CEO and Trustee, Private Family Office @ Private Family Office
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James O'Rourke Location
- Portland, ME, US
James O'Rourke Work
- CEO and Trustee, Private Family Office @ (March 2020 - Present)
- Executive Director @ Walter Bisbee Foundation, Portland, Maine (January 1998 - Present)
- Participating Member @ Maine Angels (January 2012 - January 2019)
- Collaborator @ ThinkTank (January 2012 - January 2014)
- Board of Directors @ Deck House Acorn (January 2000 - January 2002)
- Vice President @ Mellon Private Asset Management (January 1977 - January 1997)
- Board of Directors @ Farnsworth Museum, Rockland, Maine (January 1983 - January 1986)
James O'Rourke Education
- National Graduate Employee Benefit School at Northwestern University
(Employee Benefit Management)
1995-1997 - National Graduate Trust School at Northwestern University
(Trust Administration and Investment)
1990-1993 - Boston University
BS in Business Admin. (Finance)
1973-1977 - Camden Rockport High School 1969-1973
James O'Rourke Skills
- Investments
- Strategic Financial Planning
- Portfolio Management
- Asset Management
- Asset Allocation
- Funding
- Investment Management
- Series 7
- Estate Planning
- Mutual Funds
- Investment Strategies
- Alternative Investments
- Mergers & Acquisitions
- Securities
- Equities
- Risk Management
- Private Equity
- Financial Services
- Grants
- Wealth Management
- Due Diligence
- Venture Capital
- Financial Planning
- Mergers and Acquisitions
James O'Rourke Summary
- James O'Rourke, based in Portland, ME, US, is currently a CEO and Trustee, Private Family Office at Private Family Office. James O'Rourke brings experience from previous roles at Walter Bisbee Foundation, Portland, Maine, Maine Angels, ThinkTank and Deck House Acorn. James O'Rourke holds a 1995 - 1997 National Graduate Employee Benefit School at Northwestern University. With a robust skill set that includes Investments, Strategic Financial Planning, Portfolio Management, Asset Management, Asset Allocation and more. James O'Rourke has 1 emails and 2 mobile phone numbers on RocketReach.
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