Advisors


Phu M. Roy O, MBA
Wealth Manager

Mr. O has extensive experience managing equity portfolios. Before joining SSWM in 2012, he managed equity portfolios for institutional clients at C.S. McKee Investment Managers in Pittsburgh. There he directed research on small-capitalization companies and the information technology sector.

In addition to client management responsibilities, Mr. O oversees the Small-Cap Core Equity strategy and supports SSWM’s marketing initiatives.

Phu holds a Master of Business Administration with honors in Finance from Duquesne University and a Bachelor’s degree in Business Administration from Villanova University. He is a CFA® Level III candidate.

Phu enjoys reading, traveling, and the outdoors. He is a board member of the CFA® Society North Carolina and an active member of the Society of Financial Service Professionals, Greensboro chapter. He, his wife Valerie and daughter Elsie live in Greensboro.