Nella Webster O’Grady has joined Newport Beach-based investment manager Palo Capital as a principal.
Nella Webster O’Grady has joined Newport Beach-based investment manager Palo Capital as a principal.
Webster O’Grady (pictured) brings to the firm more than 30 years of experience in providing banking, investment, trust and financial planning services to Southern California clients.
‘I am thrilled to join a firm with such outstanding investment performance,’ says Webster O’Grady. ‘For investors seeking best-in-class investment returns with the safety of a major, third-party custodian, Palo Capital is a very attractive option.’
In her role as principal, Webster O’Grady will be charged with leading business development for the firm and managing client relationships.
She has previously held senior management roles at US Trust, Wilmington Trust, First American Trust, and First Foundation Bank.
‘Palo Capital has grown almost entirely through personal referrals based on word of mouth,’ says president and chief investment officer Kevin O’Grady. ‘The addition of Nella with her experience and extensive relationships throughout Orange County will take the firm to a new level.’
Webster O’Grady’s Orange County community and philanthropic leadership roles include the Orange County United Way board of directors, Chapman University board of counselors, and board positions with Pacific Symphony 100, Newport Community Counseling Center, Women Investing in Security and Education, Woman’s Philanthropy Fund, California Art Club, and Musical Theater West.
