Mike O’Brien is a wealth management financial advisor based in Boston, MA.
CAPTRUST welcomed Mike in 2021, and he currently serves as an investment associate. He is responsible for working with investment management and analytics, trading, portfolio management, and tax loss harvesting.
Mike joined CAPTRUST from FactSet, where he served as an investment management consultant. He partnered with leading asset and wealth management firms to integrate FactSet’s portfolio solutions into their daily workflows to reach investment goals. He earned a Bachelor of Science degree in business administration in finance and economics from Bryant University and has worked in the industry since 2020.
Outside of work, Mike enjoys spending time with friends and family skiing, playing golf, or boating.
- Bachelor of Science degree in business administration with a focus on finance and economics from Bryant University