Professional Profile
Edward B. O'Gorman, MBA, CFA
Portfolio Manager
As a Portfolio Manager, Edward O’Gorman focuses
on developing and implementing effective portfolio
strategies for FMA’s clients. Investment and portfolio management expertise gained from a diverse career,
coupled with his consultative approach to client service,
allow Mr. O’Gorman to provide insightful analytical support and strategy for FMA clients.
Prior to joining FMA Advisory, Mr. O’Gorman worked in financial planning and portfolio management in Lancaster County. He holds a Business Administration degree from Villanova University and a Master of Business Administration with a Finance Emphasis from Penn State University. An active member of the CFA Institute and the CFA Society of Philadelphia, Mr. O’Gorman is also a Registered Investment Advisor Representative.
He has earned the right to use the Chartered Financial Analyst designation from the CFA Institute. This prestigious designation is awarded to financial professionals who have successfully passed certification testing and have met rigorous standards for industry experience and professional ethics.
Mr. O’Gorman began his career in the banking industry, serving as Vice President and Manager of Investments and Funding at Waypoint Bank (formerly Harris Savings Bank). In addition to over a decade of service in banking and institutional investment management, he also has extensive experience managing personal, trust and private equity portfolios, most recently as a Senior Vice President and Trust Investment Officer for Security National Trust Company.
He is an avid fly fisherman who is also the President of the Dauphin and Lebanon County chapter of Trout Unlimited, a nonprofit organization focuses on conserving and restoring coldwater resources.
