Jim O'Brien
Fondateur chez Eastern Shore Capital Management
Profil
Mr. James M.
O'Brien, CFA, is a Founder, Partner & Portfolio Manager at Eastern Shore Capital Management.
Prior to co-founding ESCM in October 2012, Mr. O'Brien served as a member of the investment team at for eight years at Moody Aldrich Partners: he began as a Senior Analyst, became an Associate Portfolio Manager in 2007, and was later named the Lead Portfolio Manager on the firm's Small Cap Value strategy.
Previously, he was an Equity Research Analyst at Citizens Funds for four years.
Prior to that, he was a Financial Analysis Technology Strategist at Primark.
His experience also includes Financial Technology Business Development at One Source Information Services, Senior Fund Accountant at Fidelity Investments, and Account Specialist at Boston Safe Deposit & Trust Company.
Mr. O'Brien earned a Masters Certificate in Accountancy and a B.S.
Degree in Economics and Finance at Bentley University.
Postes actifs de Jim O'Brien
| Sociétés | Poste | Début |
|---|---|---|
Eastern Shore Capital Management
 Eastern Shore Capital Management Investment ManagersFinance Eastern Shore Capital Management (ESCM) is a SEC-registered investment advisor headquartered in Marblehead, Massachusetts. The firm was founded by Robert Barringer and James O’Brien in 2012. They are a subsidiary of Moody Aldrich Partners LLC. ESCM provides investment solutions to institutions and high net worth investors. | Fondateur | 01/10/2012 |
Anciens postes connus de Jim O'Brien
| Sociétés | Poste | Fin |
|---|---|---|
Moody Aldrich Partners LLC
 Moody Aldrich Partners LLC Investment ManagersFinance Moody Aldrich Partners LLC (MAP) is a privately held multi-boutique investment firm headquartered in Marblehead, Massachusetts. The firm was founded by William Moody, Amory Aldrich and Neil Sullivan in 1988 as Moody Aldrich & Sullivan LP. They changed their name to Moody Aldrich Partners LLC in 2003. MAP provides discretionary and non-discretionary investment advisory services to high net worth individuals, foundations/charities, endowments, corporate and public pensions, state government of municipal entities, other institutions, registered mutual funds, collective investment trusts and private funds. | Gestionnaire de Portefeuille-Actions | 30/09/2012 |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | 01/01/1994 |
Avention, Inc.
 Avention, Inc. Data Processing ServicesTechnology Services Avention, Inc. provides business information solutions. Its products and services include data services, onesource features, onesource reports, onesource data vision, onesource business browser, onesource isell, and marketing ecosystem connectivity. The company was founded on April 28, 1999 and is headquartered in Concord, MA. | Corporate Officer/Principal | - |
Primark Corp.
 Primark Corp. Packaged SoftwareTechnology Services Primark is one of the leading global information service provider of comprehensive financial, economic and market research information to investment, legal, accounting, banking, corporate and government customers | Corporate Officer/Principal | 31/12/1999 |
Formation de Jim O'Brien
| Bentley University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Primark Corp.
Primark Corp. Packaged SoftwareTechnology Services Primark is one of the leading global information service provider of comprehensive financial, economic and market research information to investment, legal, accounting, banking, corporate and government customers | Technology Services |
Moody Aldrich Partners LLC
Moody Aldrich Partners LLC Investment ManagersFinance Moody Aldrich Partners LLC (MAP) is a privately held multi-boutique investment firm headquartered in Marblehead, Massachusetts. The firm was founded by William Moody, Amory Aldrich and Neil Sullivan in 1988 as Moody Aldrich & Sullivan LP. They changed their name to Moody Aldrich Partners LLC in 2003. MAP provides discretionary and non-discretionary investment advisory services to high net worth individuals, foundations/charities, endowments, corporate and public pensions, state government of municipal entities, other institutions, registered mutual funds, collective investment trusts and private funds. | Finance |
Avention, Inc.
Avention, Inc. Data Processing ServicesTechnology Services Avention, Inc. provides business information solutions. Its products and services include data services, onesource features, onesource reports, onesource data vision, onesource business browser, onesource isell, and marketing ecosystem connectivity. The company was founded on April 28, 1999 and is headquartered in Concord, MA. | Technology Services |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
Eastern Shore Capital Management
Eastern Shore Capital Management Investment ManagersFinance Eastern Shore Capital Management (ESCM) is a SEC-registered investment advisor headquartered in Marblehead, Massachusetts. The firm was founded by Robert Barringer and James O’Brien in 2012. They are a subsidiary of Moody Aldrich Partners LLC. ESCM provides investment solutions to institutions and high net worth investors. | Finance |