Michael O’Brien
Analyst-Equity chez Hilton Capital Management LLC
Profil
Mr. Michael F.
O’Brien, CFA, is an Investment Analyst at Hilton Capital Management LLC.
Mr. O’Brien was previously employed as Vice President at Wolfe Research, where he served as a sell side equity research analyst for an All America Research Team ranked by institutional investor.
He graduated from Boston College with BA in Economics and Finance and is a CFA charter holder.
Mr. O'Brien is a member of the CFA Institute and the New York Society of Security Analyst.
Postes actifs de Michael O’Brien
| Sociétés | Poste | Début |
|---|---|---|
Hilton Capital Management LLC
 Hilton Capital Management LLC Investment ManagersFinance Hilton Capital Management LLC (Hilton) is SEC-registered investment advisor and wealth management firm headquartered in Garden City, New York. The firm was founded by William Garvey in 2001 and they are principally owned by Rafferty Holdings LLC. Hilton actively manages balanced and equity strategies for a diverse client base that includes corporate and public pensions, endowments, foundations, financial advisors, mutual funds, family offices, wealth managers, and individuals, nationwide. | Analyst-Equity | 01/05/2024 |
Anciens postes connus de Michael O’Brien
| Sociétés | Poste | Fin |
|---|---|---|
Wolfe Research LLC
 Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Analyst-Equity | 01/05/2024 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01/03/2021 |
Formation de Michael O’Brien
| Boston College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Finance |
Hilton Capital Management LLC
Hilton Capital Management LLC Investment ManagersFinance Hilton Capital Management LLC (Hilton) is SEC-registered investment advisor and wealth management firm headquartered in Garden City, New York. The firm was founded by William Garvey in 2001 and they are principally owned by Rafferty Holdings LLC. Hilton actively manages balanced and equity strategies for a diverse client base that includes corporate and public pensions, endowments, foundations, financial advisors, mutual funds, family offices, wealth managers, and individuals, nationwide. | Finance |
