OUR TEAM
At Doheny Asset Management, our team is dedicated to delivering exceptional investment expertise and personalized service. With decades of experience across research, portfolio management, and client relationships, we combine deep industry knowledge with a passion for helping our clients achieve their financial goals. Meet the people who make it all possible.
Sean O'Neill, CFA
Managing Partner, Director of Research
Sean is the Director of Research and a portfolio manager at Doheny Asset Management. Since joining the firm in 2010, he has overseen research and portfolio management, building on a career spanning decades in investment advisory. In 2022, Sean became a majority owner of the firm, adding a leadership role to his responsibilities. A CFA charterholder since 1996, he is an active member of the CFA Institute and the Los Angeles Society of Financial Analysts. Sean earned his degree in Quantitative Economics and Decision Sciences with minors in Mathematics and Literature from UC San Diego.
James Morton
Equity Research Analyst
James is an equity research analyst at Doheny Asset Management, specializing in mid-cap companies with growth potential. Joining the firm in 2023, he focuses on identifying expanding markets and innovative management teams poised for market leadership. A passionate investor since childhood, James holds a Series 65 license and graduated from the University of Southern California with a degree in Accounting.
Trey Doheny
Partner, Client Relationship Manager
Trey Doheny is the Client Relationship Manager at Doheny Asset Management, where he also supports the Back Office and provides analysis on entertainment sector companies. He serves as a liaison with banks and custodians to ensure seamless client service. Trey joined the firm in 2012 after a career in the film industry, working with major players like The Walt Disney Company, Fox, and ICM. He holds a degree in English Literature from Loyola Marymount University.