Michael O'Brien

Michael O'Brien has a diverse work experience in various roles and industries. Michael'smost recent position is Senior Investment Associate at CAPTRUST, where they began in January 2023. Prior to that, they worked as an Investment Associate at CAPTRUST from November 2021 to December 2022.

Before joining CAPTRUST, Michael worked at FactSet as a Consultant-Investment Management from June 2021 to November 2021. In this role, they provided consulting services to over 225 FactSet clients in the Boston area, supported and maintained over $8MM in annual revenue, and sought out new opportunities. Michael also served as a Client Solutions Associate at FactSet from June 2020 to May 2021, where they gained foundational knowledge and worked directly with clients in various roles.

Michael's earlier experience includes positions at Archway Investment Fund as a Healthcare Sector Portfolio Manager and Healthcare Sector Securities Analyst from January 2020 to May 2020 and September 2019 to December 2019, respectively. Michael also worked as an Investment Operations Intern at Santander Securities Services (S3) from June 2019 to August 2019.

Additionally, Michael has interned in finance roles at The Holland Companies in 2018 and at Imprivata in 2017. Michael also served as an IT Service Desk Intern at Imprivata from June 2016 to January 2017.

Michael O'Brien completed their education history as follows:

From 2016 to 2020, Michael O'Brien attended Bryant University, where they earned a Bachelor's Degree in Finance & Economics.

In 2018, they also briefly studied at the University of Westminster, focusing on Finance & Economics.

Prior to that, from 2012 to 2016, Michael O'Brien attended Hanover High School, where they completed their high school education.

Furthermore, in March 2019, they obtained a Bloomberg Market Concepts Certificate from Bloomberg LP.