Christopher O'Leary is a financial advisor with Unconventional Investor, LLC in Charlotte, NC, holding a Series 65 designation and six years of industry experience. Prior to joining Unconventional Investor in 2019, he worked at Keyence Corporation from 2014 to 2018. Unconventional Investor primarily serves individual clients, including both high-net-worth and non-HNW individuals, offering discretionary portfolio management, initial portfolio evaluations, and periodic financial planning. The firm’s investment approach emphasizes asset allocation using low-cost equity index funds and U.S. Treasury bonds, with portfolios customized to each client’s risk profile and managed with a buy-and-hold, low-turnover strategy.

Paul O'Leary is a financial advisor at Unconventional Investor, LLC with 18 years of industry experience. He holds a Series 65 credential and has been with Unconventional Investor since 2007. Unconventional Investor primarily serves individual clients, including both high-net-worth and non-HNW individuals, offering discretionary portfolio management, initial portfolio evaluations, and periodic financial planning. The firm’s investment approach emphasizes asset allocation based on a framework influenced by David Swensen, utilizing low-cost equity index funds and U.S. Treasury bonds and TIPS, with portfolios customized to client risk profiles and managed with a buy-and-hold, low-turnover discipline.