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About William D. Ogrady of CONFLUENCE

William D. Ogrady is Evp And Chief Market Strategist at Confluence Investment Management Llc and has been affiliated with Confluence Investment Management Llc since November-2008.

Confluence Investment Management Llc is an investment advisor that manages 3.1 BN dollars in regulatory AUM and has 23 employees, of which 12 perform investment advisory functions. The managers's latest filing has disclosed 4BN in positions, which represents 116% of the manager's regulatory AUM.

For more on Confluence Investment Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: +1%/yr

Co-workers of William D. Ogrady at CONFLUENCE

Name Title In Position Since
Brian N. Hansen President / Member December-2007
Joseph J. Hanzlik Svp, Chief Compliance Officer And Equity Analyst December-2007
Mark A. Keller Chief Executive Officer And Chief Investment Officer / Member May-2008
David B. Miyazaki Svp And Portfolio Manager May-2008
Daniel T. Winter Svp And Portfolio Manager May-2008
Patricia A. Dahl Svp And Portfolio Manager February-2008
Tore L. Stole Vp And Director Of Research September-2009
Frederick C. Stein Vp And Portfolio Manager September-2009
Dustin A. Hausladen Vp And Director Of Business Development September-2009
Thomas W. Dugan Avp And Portfolio Manager December-2011
John M. Wobbe Avp And Equity Analyst December-2011

CONFLUENCE Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 2.72313% Health -5.86% -2.41% -0.11% 0 39%
PEP 2.61127% Cons. Staples 0.4% -4.71% 0.13% 0 29%
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William D. Ogrady Office Address


William D. Ogrady Contact Information

Phone Number: 314-743-5090
Fax Number: 314-743-5205



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