Profile
Mr. Patrick J.
O'Brien is Vice President & Equity Portfolio Manager at Fox Asset Management LLC.
Prior to joining Fox Asset Management in October 2012, Mr. O'Brien was a Portfolio Manager and Analyst with Brown Advisory/ABIM in Baltimore, Maryland.
Previously, he worked at Delaware Management Company as an Equities Analyst and Prudential Investments as a Portfolio Manager.
Earlier he was an Equities Analyst and Co-Founder of Schneider Capital Management as well as an Equities Analyst at Wellington Management Co. Mr. O'Brien was previously employed as a Portfolio Manager & Equity Research Analyst by Brown Investment Advisory, Inc.
Mr. O’Brien is a graduate of The Ohio State University, where he earned his BS in Zoology and earned an MBA from Columbia University Graduate School of Business.
Former positions of Patrick J. O'Brien
Companies | Position | End |
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Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Analyst-Equity | 2012-09-29 |
Brown Investment Advisory, Inc.
Brown Investment Advisory, Inc. Investment ManagersFinance Founded in 1993 by J. Dorsey Brown III, Brown Investment Advisory, Inc., also known as Brown Advisory, Inc., is a registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned subsidiary of Brown Investment Advisory & Trust Co. Brown Investment Advisory provides investment advisory and brokerage services to institutions, corporations and high net-worth individuals and families in the U.S. and abroad. | Analyst-Equity | 2011-12-30 |
Alex Brown Investment Management LLC
Alex Brown Investment Management LLC Investment ManagersFinance Headquartered in Baltimore, Maryland, Alex. Brown Investment Management LP (ABIM) is a registered investment advisor owned by J. Dorsey Brown and Buppert, Behrens & Owen, Inc. | Portfolio Manager-Equities | 2008-07-30 |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Analyst-Equity | 2000-12-30 |
Schneider Capital Management Corp.
Schneider Capital Management Corp. Investment ManagersFinance Schneider Capital Management Corp. (SCM) is an independent investment advisor headquartered in Wayne, Pennsylvania and was founded in 1996. SCM's business consists of providing fully discretionary investment management services and investment advice to institutional investors, investment companies, and pension and profit sharing plans. | Corporate Officer/Principal | - |
Training of Patrick J. O'Brien
The Ohio State University | Undergraduate Degree |
Graduate School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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Alex Brown Investment Management LLC
Alex Brown Investment Management LLC Investment ManagersFinance Headquartered in Baltimore, Maryland, Alex. Brown Investment Management LP (ABIM) is a registered investment advisor owned by J. Dorsey Brown and Buppert, Behrens & Owen, Inc. | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Finance |
Brown Investment Advisory, Inc.
Brown Investment Advisory, Inc. Investment ManagersFinance Founded in 1993 by J. Dorsey Brown III, Brown Investment Advisory, Inc., also known as Brown Advisory, Inc., is a registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned subsidiary of Brown Investment Advisory & Trust Co. Brown Investment Advisory provides investment advisory and brokerage services to institutions, corporations and high net-worth individuals and families in the U.S. and abroad. | Finance |
Fox Asset Management LLC
Fox Asset Management LLC Investment ManagersFinance Founded in 1985, Fox Asset Management LLC is a registered investment advisor located in Shrewsbury, New Jersey. The firm is a subsidiary of Eaton Vance Corp. (NYSE: EV). | Finance |
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Finance |
Schneider Capital Management Corp.
Schneider Capital Management Corp. Investment ManagersFinance Schneider Capital Management Corp. (SCM) is an independent investment advisor headquartered in Wayne, Pennsylvania and was founded in 1996. SCM's business consists of providing fully discretionary investment management services and investment advice to institutional investors, investment companies, and pension and profit sharing plans. | Finance |
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