Jason O'Donnell, Bluestone Financial Institutions Fund CIO - #PreMarket Prep for May 8, 2015

Benzinga
•May 8th, 2015
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Jason O’Donnell has served as Chief Investment Officer of Bluestone Financial Institutions Fund since the fund’s launch in January 2015. Mr. O’Donnell previously served as Principal and Director of Research at Merion Capital Group since March 2012 and is a founding member of the firm. In these capacities, he was responsible for directing the company’s research strategy and covering publicly traded small and mid-cap banking institutions. Prior to Merion Capital Group, Mr. O’Donnell was Director of Research and a Senior Research Analyst at Boenning & Scattergood, a brokerage and investment bank based in Conshohocken, Pennsylvania. He has been credited with developing three major financial concepts specific to the fundamental analysis of banking institutions: the Failure Ratio, Success Ratio, and Core Value.

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