O'Brien Wealth Partners Employee Directory
O'Brien Wealth Partners corporate office is located in 51 Sawyer Rd Ste 600, Waltham, Massachusetts, 02453, United States and has 11-50 employees.
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Employees by Department
Departments
Number of employees
C-Suite
1
Sales
1
Finance
1
Marketing
1
Key Employees of O'Brien Wealth Partners
O'Brien Wealth Partners Global Presence
| Location | People at location |
| North America | 1-10 |
| Australia | 1-10 |
Index of contact profiles from O'Brien Wealth Partners
- Founder
- United States , Massachusetts , Waltham
- Senior Vice President, Principal
- United States , Massachusetts , Waltham
- Vice President, Marketing & Sales
- United States , Massachusetts , Waltham
- Client Solutions
- United States , Massachusetts , Waltham
- Vice President, Operations
- United States , Massachusetts , Waltham
- Support Advisor
- United States , Massachusetts , Waltham
Former Employees at O'Brien Wealth Partners
Explore people who held key positions, contributed to O'Brien Wealth Partners's success, and advanced their careers.
Senior Advisor & Senio... at Mercer Advisors
Worked as President & Chief Executive Officer
at O'Brien Wealth Partners (2016-2025)
Chief Investment Offic... at Spinnaker Trust
Worked as Director, Investment Research
at O'Brien Wealth Partners (2017-2019)
Product Manager, Inves... at Mercer Advisors
Worked as Technology Operations Specialist
at O'Brien Wealth Partners (2022-2025)
Research Director, Inv... at ClearRock Capital
Worked as Director, Investment Research
at O'Brien Wealth Partners (2019-2025)
Senior Wealth Advisor at Mercer Advisors
Worked as Senior Advisor
at O'Brien Wealth Partners (2021-2025)
Explore More
People from Similar Companies in the Finance Industry Located in Massachusetts, United States
Frequently Asked Questions Regarding O'Brien Wealth Partners Employees
OBrien Wealth Partners is a boutique, fee-only financial advisory firm dedicated to guiding clients toward holistic financial wellbeing. Beyond managing wealth, the firm focuses on understanding clients values and life goals, creating personalized financial roadmaps, and fostering lasting relationships. With a commitment to fiduciary responsibility... Read More
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