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Liam O'Brien

Portfolio Analytics & Research Coverage Team at First Trust Portfolios

Liam O'Brien, CFA, currently serves as an Internal Wholesaler on the Portfolio Analytics & Research Coverage Team at First Trust since April 2019. Prior to this, Liam worked as a Regional Consultant in the North American Client Group at AB (AllianceBernstein) from August 2016 to March 2019 and as an Investment Banking Associate at Wellington Shields for a brief period in early 2016. Liam's career began at PBJ Wealth Management, a member of Wells Fargo Advisors Financial Network, from January 2014 to February 2016 as a Registered Associate. Liam holds a Master's Degree in Finance from Syracuse University's Martin J. Whitman School of Management and a Bachelor of Science in Finance with a Wealth Management Concentration from Coastal Carolina University.

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