G. O'Brien
Director/Board Member at ROYCE VALUE TRUST INC.
Net worth: 99 451 $ as of 2024-03-30
Profile
G.
Peter O'Brien is currently an Independent Director at Royce Micro-Cap Trust, Inc., Royce Value Trust, Inc., Legg Mason Funds Management, Inc., Royce Global Value Trust, Inc., and a Trustee at The Royce Fund and Royce Capital Fund.
He previously worked as a Managing Director-Equity Capital Markets Group at Merrill Lynch & Co., Inc., Director at Sprott Focus Trust, Inc., Independent Director at Oxford Square Capital Corp., Director at Bridges School, and Director at Hill House, Inc. He has also served as a Trustee at Colgate University.
Mr. O'Brien holds an undergraduate degree from Colgate University and an MBA from Columbia Business School.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
ROYCE VALUE TRUST INC
0.00% | 2023-07-23 | 3,887 ( 0.00% ) | 58 966 $ | 2024-03-30 |
2023-07-23 | 2,360 ( 0.00% ) | 22 302 $ | 2024-03-30 | |
2023-07-23 | 1,701 ( 0.03% ) | 18 184 $ | 2024-03-30 |
G. O'Brien active positions
Companies | Position | Start |
---|---|---|
ROYCE VALUE TRUST INC. | Director/Board Member | 2000-12-31 |
ROYCE MICRO-CAP TRUST, INC. | Director/Board Member | 2000-12-31 |
ROYCE GLOBAL VALUE TRUST, INC. | Director/Board Member | 2011-02-13 |
Colgate University | Director/Board Member | 1995-12-31 |
Legg Mason Funds Management, Inc. /MD/
Legg Mason Funds Management, Inc. /MD/ Investment ManagersFinance Part of Franklin Resources, Inc., Legg Mason Funds Management, Inc. is an American Baltimore-based company that provides investment advice. | Director/Board Member | - |
The Royce Fund | Director/Board Member | - |
Royce Capital Fund | Director/Board Member | - |
Former positions of G. O'Brien
Companies | Position | End |
---|---|---|
Hill House, Inc. | President | 2004-12-31 |
Bridges School | Director/Board Member | 2017-12-31 |
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Training of G. O'Brien
Colgate University | Undergraduate Degree |
Columbia Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 11 |
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Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
The Royce Fund | Miscellaneous |
Royce Micro-Cap Trust, Inc.
Royce Micro-Cap Trust, Inc. Investment Trusts/Mutual FundsMiscellaneous Royce Micro-Cap Trust, Inc. operates as a closed-end management investment company. It engages in the provision of current income exempt from regular Federal income tax. The company was founded on September 9, 1993 and is headquartered in New York, NY. | Miscellaneous |
Royce Value Trust, Inc.
Royce Value Trust, Inc. Investment Trusts/Mutual FundsMiscellaneous Royce Value Trust, Inc. operates as a closed-end diversified management investment fund, which engages in investments on small-cap stocks by investing in companies with high returns on invested capital or those with strong fundamentals. The company was founded on July 1, 1986 and is headquartered in New York, NY. | Miscellaneous |
Royce Capital Fund | Miscellaneous |
Sprott Focus Trust, Inc.
Sprott Focus Trust, Inc. Investment Trusts/Mutual FundsMiscellaneous Sprott Focus Trust, Inc. is a closed-end diversified management investment company. It has an objective of long term capital growth. The company was founded on November 1, 1996 and is headquartered in New York, NY. | Miscellaneous |
Legg Mason Funds Management, Inc. /MD/
Legg Mason Funds Management, Inc. /MD/ Investment ManagersFinance Part of Franklin Resources, Inc., Legg Mason Funds Management, Inc. is an American Baltimore-based company that provides investment advice. | Finance |
Oxford Square Capital Corp.
Oxford Square Capital Corp. Investment ManagersFinance Oxford Square Capital Corp., a traded business development company invests in middle market companies located in the United States with annual revenues up to USD 200 million and an enterprise value of more than USD 300 million. The fund targets companies operating in the fields of technology services, computer software and hardware, consumer services, communications, and electronic technology. It provides debt and equity financing for buyout capital requirements with an investment size ranging from USD 5 to 50 million. The fund acquires minority interests. The company was founded on July 21, 2003 and is headquartered in Greenwich, CT. | Finance |
Royce Global Value Trust, Inc.
Royce Global Value Trust, Inc. Investment Trusts/Mutual FundsMiscellaneous Royce Global Value Trust, Inc. operates as closed-end investment fund. The company investment objective is to provide long-term growth of capital. It invests in both U.S. and non-U.S. small-cap stocks. The company was founded on February 14, 2011 and is headquartered in New York, NY. | Miscellaneous |
Bridges School | |
Hill House, Inc. |
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