MICHAEL D. O’BRIEN, CFA
Michael is a graduate of the University of Southern California with a degree in Business Administration. He is a Chartered Financial Analyst (CFA) with thirty-five years of experience in the securities industry. Prior to starting O’Brien Investment Management, Michael was a senior vice president with BNY Mellon Wealth Management and a partner with Evercore Wealth Management. He has been an active member of the CFA Institute serving on the Council of Examiners and as a past president of the CFA Society of Los Angeles. Currently, Michael is a member of the Board of Trustees for Catholic Charities of Los Angeles and serves as the head of its investment committee. Michael grew up in Palos Verdes, where he and his wife Jackie have raised their five children.
CONTACT
office: +1 (310) 363-2360
email: michael@obrienim.com