About Our Firm
Our Team
Michael B. O'Higgins
President and Chief Investment Officer
Michael B. O’Higgins was born and raised in Venezuela, due to his father’s employment in the petroleum industry. He grew up living and studying in various countries in South America, Southeast Asia, North Africa, and Europe before returning to the United States to attend college.
After earning a B.S. in Economics from Siena College, Michael worked for Procter & Gamble, before entering the investment business in 1971 as a stockbroker trainee for Spencer Trask & Company, and later White, Weld & Company. He opened his own money management firm in 1978.
Michael has been the subject of articles in Time Magazine, Barron’s, Forbes, Business Week, Money Magazine, Financial World, The Wall Street Journal, The New York Times, USA Today, and The Financial Times, as well as a special guest on CNBC’s Smart Money and a regular guest on PBS’s Nightly Business Report.
He is the author of the best-selling investment classic Beating the Dow (HarperCollins, 1991), that popularized the legendary “Dogs of the Dow” strategy, as well as Beating the Dow with Bonds (HarperCollins, 1999).
Michael holds the Series 65 Investment Adviser license.
Donna B. O'Higgins
Vice President and Chief Financial Officer
Donna was born in England and came to the United States as a small child. She received a B.A. and an M.A. in Social Studies from the University at Albany. She previously worked as a computer systems analyst for New York State Teachers Retirement System and for the Environmental Conservation Department. She is the proud mother of four adult sons and grandmother of six.
Sean D. O'Higgins, CFP®
Investment Advisor
Sean is an experienced investment professional and financial planner with 17 years in the investment business. He has degrees in Economics and Spanish from the College of the Holy Cross as well as an MBA from the University at Albany. He is a CERTIFIED FINANCIAL PLANNER™ and a CRPC® Chartered Retirement Plan Counselor. He also holds health and life insurance licenses.