11 months ago
A Guide to Tax-Smart Charitable Giving
Your money can go further with these tax-efficient ways to...
- With CAPTRUST Since 2021
- 617.348.3100
-
One Liberty Square 13th Floor
Boston, MA 02109
Mike O’Brien
Investment Associate
- Hanover, MA
- The Miracle Morning by Hal Elrod
- Bill Belichick, Ronald Machtley, and my grandparents
- If opportunity doesn't knock, build a door.
- Humility, humor, and honesty
Financial Advisors
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.
Education
- Bachelor of Science degree in business administration with a focus on finance and economics from Bryant University
News & Resources
Wealth Management
Wealth Management
11 months ago
Five Questions about Long-Term Care
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Changing Jobs? Know Your 401(k) Options
If you’ve lost your job, or are changing jobs, you...
Wealth Management
11 months ago
Understanding Social Security
Approximately 69 million people today receive some form of Social...
