Nancy O'Hara is a control person of Mount Vernon Associates and directly owns between 25% and 50% of it. Nancy O'Hara holds a B.S. in Economics from the University of Maryland, Baltimore County.
Mount Vernon Associates is an investment adviser based in Baltimore, MD, registered with the SEC since 1986. It provides investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Its regulatory assets under management total $233 million, as filed on 18 February 2026. Its fees, ownership and offices are on the firm’s profile.
Nancy V. O'Hara is Vice President and Chief Compliance Officer of Mount Vernon Associates, Inc. She joined the firm in 1993 and oversees the Corporate Compliance Program and financial reporting. She also coordinates administration, operations, and trading activities.
- CRD
- 5253349
- Firm
- Mount Vernon Associates · CRD 107099
- Role
- Vice President/Chief Compliance Officer/Treasurer
- In role since
- February 2008 · 18 years
- Control person
- Yes
- Direct ownership
- 25% to 50%
- Firm headquarters
- Baltimore, MD
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mtvernonassoc.com
Where does Nancy O'Hara work?
Nancy O'Hara has been Vice President/Chief Compliance Officer/Treasurer of Mount Vernon Associates Inc since February 2008, and is a control person of the firm.
How can I verify Nancy O'Hara’s record?
Nancy O'Hara’s role is listed on Mount Vernon Associates Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 107099.