O’Brien comes to the firm with more than 10 years of experience providing investment advisory services to retirement plans. He works with corporate, nonprofit, and municipal clients.
According to the release, O’Brien was previously a member of the investment staff overseeing the $1.2 billion portfolio of Baystate Health, Inc. He also has held positions at Old Mutual Capital and Phoenix Investment Partners (now Virtus Investment Partners).
O’Brien is a CFA charterholder, and a member of both the CFA Institute and the Boston and Hartford Society of Financial Analysts.