As the Associate Director of Foundations at Pincus Capital Management, Rosie O'Connor plays a pivotal role in the strategic oversight and operational management of the family's philanthropic endeavors. With a robust background in family foundation management, Rosie expertly navigates the complexities of coordinating with external...
As the Associate Director of Foundations at Pincus Capital Management, Rosie O'Connor plays a pivotal role in the strategic oversight and operational management of the family's philanthropic endeavors. With a robust background in family foundation management, Rosie expertly navigates the complexities of coordinating with external service providers, including investment managers, accountants, attorneys, and custodians. Her comprehensive understanding of investment operations and estate planning ensures that the family's financial and philanthropic goals are met with precision and foresight.
Currently, Rosie is spearheading key projects that focus on optimizing the family's investment portfolio activity while ensuring compliance with regulatory frameworks. Her responsibilities extend to budget monitoring and expense management, where she utilizes her proficiency in financial accounting and management accounting to enhance operational efficiency. By leveraging advanced skills in Microsoft Excel and Microsoft Office, she meticulously analyzes financial data to inform strategic decisions that align with the family's values and objectives.
In addition to her technical expertise, Rosie’s bilingual proficiency in Spanish allows her to engage with a diverse range of stakeholders, further enriching the family's outreach and impact initiatives. Her commitment to excellence and her ability to proofread and refine complex documents ensure that all communications reflect the family's high standards. As a dedicated family office professional, Rosie O'Connor continues to drive meaningful change through her leadership and expertise at Pincus Capital Management, positioning the family for long-term success in both investment and philanthropic ventures.
