What do you like most about being part of O'Brien?
I feel fortunate to have completed my final Northeastern co-op at O’Brien in 2021. O’Brien provides an atmosphere where each member of the team is a valued contributor to many aspects of the firm including clients, business, and community. I look forward to continuing to learn and grow within the industry I am passionate about, while being encouraged and supported by stellar role models.
Can you share one secret to success that has been helpful to you in your career?
Observing and listening with the intent to learn. Listening to those around me, from colleagues to clients to industry experts, and taking every opportunity to increase my knowledge and understanding will be one of the foundations of success in my career.
If wealth management were an ocean, what kind of creature would you be?
A cuttlefish. Just like the love from the cuttlefish’s three hearts, I care deeply about our clients and aim to provide them with the best solutions. They also have a unique fin that encircles their body and aids in quick movement and agility in the water. I act similarly in my role at O’Brien by providing quick and efficient solutions.
What would your co-workers say is your superpower?
Organization and responsiveness. I am efficient and committed to staying clutter free in mind and inbox. This allows for my full attention and focus to be on clients and my current tasks at hand.
You're a new addition to the crayon box, what color would you be?
Longhorn Burnt Orange. This is an homage to my favorite college football team (University of Texas) as well as my birth town (Austin). This color is steeped in tradition and Texas roots, much like myself, as I also value tradition and family.
Addy first joined O’Brien as a Client Solutions Specialist for an internship in January of 2021 and started full time just after graduation from Northeastern University in 2022. Before joining O’Brien, she completed internships at EF Education First, in their accounts payable division, and at Merrill Lynch, in their Private Wealth Management division. Addy has joined the administrative team to ensure clients and advisors have the tools and solutions they need to accomplish their goals..
Addy holds a Bachelor of Science from Northeastern with a concentration in Finance and a minor in Psychology. In her spare time, Addy loves trying new restaurants in Boston and traveling, especially when it involves seeing her extended family in Australia.