O'BRIEN WEALTH PARTNERS LLC of WALTHAM, MA is an SEC-registered investment adviser (CRD 105336). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Jill Ann Fopiano | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | — |
| Elisabeth Meltzer Zimmerman | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | — |
| Peter Hugh Berenson | TRUSTEE | — |
| Richard Arthur Davies | PARTNER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| O'BRIEN ARTHUR MARC | CEO, TREASURER, MANAGING MEMBER; PRESIDENT, CCO, TREASURER, MANAGING MEMBER; PRESIDENT, TREASURER (+2 more) | — |
| MARTIN EDWARD LOUIS | CFA, SENIOR VICE PRESIDENT; CFA, SENIOR VICE PRESIDENT,CHIEF COMPLIANCE OFFICER, DIRECTOR; CFA, SENIOR VICE PRESIDENT, DIRECTOR (+2 more) | — |
| O'BRIEN SALLY JANE | CLERK AND SECRETARY; CLERK AND SECRETARY, DIRECTOR; SECRETARY | — |
| HARRIS MARY | DIRECTOR | — |
| ENGLAND FREDERICK J | DIRECTOR | — |
| KUPPENS CYNTHIA A | CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS; CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS, CCO; CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES (+3 more) | — |
| ENGLISH MARY JO | CFA, SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER; CFA, SENIOR VICE PRESIDENT, INVESTMENT RESEARCH & STRATEGY, CHIEF COMPLIANCE OFFICER; CFA, VICE PRESIDENT (+1 more) | — |
| WOOD SUSAN BAUER | EXECUTIVE VICE PRESIDENT,CHIEF OPERATING OFFICER,DIRECTOR | — |
| FOPIANO JILL ANN | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER; CFA, CFP, SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT; PRESIDENT, CFA, CFP (+1 more) | — |
| ZIMMERMAN ELISABETH MELTZER | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING; CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING; CFP, VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING (+1 more) | — |
| WALDNER BRIAN HARLAN | CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH; CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH, CCO; CFA, CFP, SENIOR VICE PRESIDENT, INVESTMENT MANAGEMENT | — |
| BERENSON PETER HUGH | TRUSTEE | — |
| DAVIES RICHARD ARTHUR | CFP, CHIEF COMPLIANCE OFFICER; PARTNER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |