What do you like most about being part of O’Brien?
The financial industry can be challenging to navigate. What drew me to O’Brien was how the firm advocates for its clients. I was drawn to this industry to help make a difference and I am excited to be surrounded by people who share that same passion.
Can you share one secret to success that has been helpful to you in your career?
Have a high level integrity in whatever you do. Being authentic and living a life with no regrets will lead to a happier and more successful career, and closer personal relationships.
If wealth management were an ocean, what kind of creature would you be?
Flying Fish. These fish are capable of extreme speeds and gliding through the air for incredible distances. I am always looking for creative and efficient ways of getting from A to B. And speaking of speed – earlier in life I was a record breaking middle distance runner!
What would your co-workers say is your superpower?
My superpower is the ability to tap both the left and right sides of my brain. While I am an analyst by training, I also derive value out of creative ideas generated from collaboration with colleagues and clients. Having worked as both Analyst and Advisor, I see things from many different view points and can create integrated solutions for our clients.
You’re a new addition to the crayon box, what color would you be?
"Officer, I Swear It Was Orange!" I love being in motion, and once I get going it is hard to slow me down. I bring this same momentum to my job, and when I am exited about or interested in a topic I read just about everything I can find on it. The only yield I like is the kind we provide our clients!
Tim joined O’Brien Wealth Partners in May of 2017 as the Director of Investment Research. In this position, Tim is responsible for strategic and tactical asset allocation, macro and fundamental research, investment selection and monitoring across the firm. Tim also chairs the firm’s Investment Committee, and in conjunction with the Committee, designs and implements the firm’s investment strategy. Prior to O’Brien Tim worked at Ropes & Gray LLP and helped launch Ropes Wealth Advisors. As a Portfolio Manager at Ropes, Tim focused on asset allocation research and analysis and also held direct client management responsibilities. Prior to Ropes, Tim was responsible for investment research at Old Mutual, and worked in the global asset allocation area at Fidelity.
Tim holds a BA in Philosophy, Political Science and Economics from the University of Pennsylvania. He is currently completing his Chartered Alternative Investment Analyst (CAIA) designation. Tim lives in West Medford with his wife Joanie and son Theo. He is a record-breaking college runner, and he enjoys outdoor activities like hiking, snowshoeing, cross-country skiing and sailing.