Corient
Chadderdon O'Brien, CFP®, FRM, is a Partner and Wealth Advisor at Corient, an integrated fee-only Registered Investment Advisor, since July 2021. Prior to this role, O'Brien served as a Wealth Advisor at RegentAtlantic from October 2015 to June 2021, focusing on personalized financial planning for clients. Engagement in community service includes being a Member of the Board of Directors and Treasurer for Summit Helping Its People, an organization dedicated to providing nutritious meals to those in need. O'Brien also has experience as a Personal Financial Counselor for military families at Zeiders Enterprises, Inc., and previously held positions as a Financial Planner and Investment Analyst at Lassus Wherley & Associates. Academic achievements include a Bachelor of Science in Finance and Entrepreneurship from Northeastern University and a Financial Planning Certificate from Fairleigh Dickinson University.
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