Matthew O'Hara, PhD, CFA, Managing Director, is the global head of investment research for the Lifetime Asset Allocation Group and is Co-Chair of the U.S., Canadian and UK LifePath Investment Committees.
Dr. O'Hara's service with the firm dates back to 2003, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. As part of the Multi Asset Strategies (MAS) group Dr. O'Hara is responsible for all investing aspects of lifetime asset allocation globally including the LifePath complex globally and the 529 complex in the US as well as new product development in those areas.
At BGI, he was Director of Research for the U.S. & Canada Defined Contribution Group. He was responsible for research on defined contribution and pension outsourcing issues. Prior to joining the DC group, he was responsible for all research and model creation for asset-backed and commercial mortgage-backed securities. He also worked on corporate long/short strategies including the launch of the Fixed Income Global Alpha (FIGA) fund. Previous to working in finance, he worked as a research and design engineer.
Dr. O'Hara has been a lecturer in the MFE program at UC Berkeley. He also serves as vice president of the board of the CFA Society of San Francisco.
Dr. O'Hara earned a bachelor's degree in mechanical engineering from the University of Maryland in 1992. He earned an MS degree and a PhD in mechanical engineering from the University of California at Berkeley in 1995 and 1997, respectively. He also graduated as valedictorian and was awarded the Pyle Prize for best student paper from the Master's in Financial Engineering program at UC Berkeley in 2003.