Profile
Dr. Matthew B. O’Brien is a President at O'Brien Greene & Co., Inc. He joined the firm full-time in 2012, and he is responsible for providing research on current and prospective equity investments, assisting with portfolio management, and heads up the firm’s retirement plan consulting and management practice.
Dr. O’Brien served as a director on the boards of the Princeton Club of Philadelphia and the Neumann Forum, and as Chairman of the Collegium Institute for Catholic Thought & Culture from the University of Pennsylvania in Philadelphia.
He also taught as a lecturer at Rutgers University.
He graduated from Princeton University in 2003 with a Bachelor's degree.
He received his M.A. and Ph.D.
in philosophy from the University of Texas at Austin.
Matthew B. O’Brien active positions
| Companies | Position | Start |
|---|---|---|
O'Brien Greene & Co., Inc.
O'Brien Greene & Co., Inc. Investment ManagersFinance O'Brien Greene aims to preserve and grow the purchasing power of their clients’ capital over a long-time horizon. The firm seeks to find, buy and hold securities in high-quality companies with competitive advantages that allow investor returns to compound over time. They have a preference for owning individual securities directly, rather than through the additional layers of cost and complexity that ETFs and mutual funds involve. Stock portfolios are diversified across industry sectors, actively weighted based upon current market outlook. They aim to keep annual portfolio turnover low, which has historically been a 20% range (buying and selling). | Chief Executive Officer | 2021-12-31 |
Former positions of Matthew B. O’Brien
| Companies | Position | End |
|---|---|---|
Rutgers State University of New Jersey
Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Training of Matthew B. O’Brien
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
O'Brien Greene & Co., Inc.
O'Brien Greene & Co., Inc. Investment ManagersFinance O'Brien Greene aims to preserve and grow the purchasing power of their clients’ capital over a long-time horizon. The firm seeks to find, buy and hold securities in high-quality companies with competitive advantages that allow investor returns to compound over time. They have a preference for owning individual securities directly, rather than through the additional layers of cost and complexity that ETFs and mutual funds involve. Stock portfolios are diversified across industry sectors, actively weighted based upon current market outlook. They aim to keep annual portfolio turnover low, which has historically been a 20% range (buying and selling). | Finance |
Rutgers State University of New Jersey
Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Texas at Austin
The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Princeton University
Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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