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Oristano Capital

The Pilot House
Lewis Wharf, Massachusetts 02110
United States
 
Contact :      
Phone :       617-854-3761
Fax :             617-854-3763
Email :         jpickard@oristanocapital.com
Web :           http://www.oristanocapital.com

Oristano Capital Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $30
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 2006
Wrap Programs Offered? : No
# of Accounts Managed : 175
In-House Research : %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Oristano Capital History

Oristano Capital Management LLC is an independent Investment Advisory firm providing consulting, educational and investment management services to institutional and private investors. Oristano Capital Management LLC was founded by Joseph Pickard, Jr, a private banker with a highly successful track record and many years of experience. At Oristano Capital, we will always invest side by side with our serious long term investors in seeking financial independence and preservation of capital. We believe that a value oriented, well diversified, and properly correlated portfolio is the key to obtaining this result.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
154
$27.5
 
Limited Partnership :
 
Foundations :
ERISA :
20
$2.5
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 3 Analysts : 0
Portfolio Managers : 1 Traders : 0
Client Service : 1 Operation : 1

Oristano Capital Personnel

Mr.  Joseph Pickard

President/CEO
Tel : 617-854-3761
Email: jpickard@oristanocapital.com
Joe is the Principal and Chief Investment Officer at Oristano Capital Management with over forty years of experience in the investment industry. He has served in many different capacities during that period: Prior to establishing Oristano in 2006, Joe worked at Oppenheimer & Co. as Executive Director - Investments, where he developed the global strategy that continues to be implemented at Oristano Capital. Previously, he worked in the Corporate Services Group at H&Q Securities and at Alex Brown & Sons. Joe first entered the brokerage business with EF Hutton & Co. and became an integral part of the Personal Financial Management Department. After graduating Wesleyan University in Middletown CT, Joe spent three years at Bankers Trust Corp. as an assistant portfolio manager.

Mr.  David Armstrong

Marketing Director
Tel : 617-854-3762
Email: darmstrong@oristanocapital.com
Dave has been with Oristano since the firm's inception and has worked in various capacities. In his current role, Dave's primary focus is to get our story out to people who can benefit from what we have to offer and assist them in the early steps of becoming a client. Dave has almost 20 years of general business experience, 14 of which have been in the private client area at Oppenheimer &Co. He is a graduate of Merrimack College in North Andover, MA.

Mrs.  Amy Anthony

Operations/Administrators
Tel : 617-854-3764
Email: aanthony@oristanocapital.com
Amy runs the day-to-day operations at Oristano Capital. She has over 10 years experience in the financial services industry. Prior to Oristano, Amy was an associate at Oppenheimer & Co. where she worked in many different capacities. She is Providence College graduate with a BA in Finance.

Oristano Capital Product Name

Global:Privately Managed Accounts
Global:Privately Managed Accounts
Report Created: September,28 2020.  Copyright Money Manager Review , All rights Reserved.
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