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Jim O'Leary, CFA

VP/Director of Institutional/Portfolio Manager

Jim O'Leary James O'Leary joined Navellier in 1996 and has more than twenty-five years of experience in the areas of investment management in the securities industry. Mr. O'Leary earned the right to use the CFA designation in 1986. Mr. O'Leary is responsible for the management of Navellier Institutional. He is also the Portfolio Manager for several of Navellier's international strategies including International Growth, International Small Cap, and Global Growth.

Prior to joining Navellier, Mr. O'Leary was Managing Director at Lexington Management Corporation. Prior to Lexington, he was Vice President of Institutional at Federated Investment Counseling.

Mr. O'Leary received a B.S. in business administration from Bowling Green State University and earned an M.B.A. in marketing and finance from the University of Cincinnati.

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