A complete list of active advisors currently associated with Obrien Greene & Co Inc

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O’Brien Greene serves high‑net‑worth individuals, families, trusts, charities and pension/profit‑sharing plans, providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm also offers quarterly portfolio appraisals and licenses eMoney Advisor software to clients who request ongoing planning dashboards. The firm follows a long‑term buy‑and‑hold process grounded in fundamental and technical analysis, typically constructing equity portfolios of roughly 25 individual stocks across S&P 500 sectors and targeting historically low turnover (about 20% annually). Fixed‑income management focuses on current income and liquidity, and the firm will selectively use ETFs, REITs, and high‑yield bonds to address diversification, tax sensitivity, or client risk preferences. O’Brien Greene is the general partner and investment adviser to the O’Brien Greene Small‑Capitalization Stock Fund, L.P., a pooled vehicle established in 1993 that about 20% of clients have elected to join; limited partners in that fund may be charged a performance‑based fee (10% of profits, calculated on a cumulative basis) under Rule 205‑3. The firm discloses side‑by‑side management procedures to address allocation between the partnership and separate accounts and has disclosed and remediated a prior SEC matter concerning Form CRS delivery as part of enhanced compliance measures.

To learn more about the advisors currently working at Obrien Greene & Co Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.