The extensive experience Edward O’Gorman has gained over a successful career in diverse financial management positions is key in helping River Wealth clients navigate economic downturns and market fluctuations. River Wealth clients benefit from his straightforward, consultative approach and analytical insights.
Along with Robert Caplan, Mr. O’Gorman formed River Wealth Advisors, a fee-only investment firm specializing in independent, comprehensive financial planning, investment management, business, estate and retirement planning.
Mr. O’Gorman began his career in the banking industry, managing large institutions’ fixed-income portfolios. In addition to over a decade of service in banking and institutional investment management, he also has extensive experience managing personal, trust and private equity portfolios. Most recently, Mr. O’Gorman served as a portfolio manager at FMA Advisory.
Mr. O’Gorman holds a Bachelor of Business Administration degree from Villanova University and a Master of Business Administration with a finance emphasis from Penn State University. An active member of the CFA® Institute and the CFA Society of Philadelphia, Mr. O’Gorman is also a registered investment advisor representative.
He has earned the right to use the Chartered Financial Analyst designation from the CFA® Institute. This prestigious designation is awarded to financial professionals who have successfully passed certification testing and have met rigorous standards for industry experience and professional ethics.
He is an avid fly fisherman and is also a participant in several local nonprofit organizations. He is currently a volunteer as the director of the Dauphin and Lebanon County Chapter of Trout Unlimited, a member of the Board of Directors and Finance Committee of the Central Pennsylvania Food Bank, and a member of the Dauphin County Conservation District Board.