Stephen Vincent O'Brien
Profile
Stephen Vincent O'Brien worked as a Senior Vice President of Wealth Management at Lara, May & Associates LLC and as a First Vice President at Smith Barney & Co., Inc. He completed his undergraduate degree at the University of Notre Dame and his graduate degree at the University of Michigan.
Former positions of Stephen Vincent O'Brien
| Companies | Position | End |
|---|---|---|
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Lara, May & Associates LLC
 Lara, May & Associates LLC Investment ManagersFinance Lara, May & Associates LLC is a registered investment advisor headquartered in Falls Church, Virginia. The firm was founded Lara, May & Associates in 1981. On October 1, 2007 Lara, May & Associates LLC was established and became a wholly-owned subsidiary of Focus Operating LLC, which is a wholly-owned subsidiary of Focus Financial Partners LLC. Lara, May They provide wealth management and financial planning services to individuals, high net worth individuals, home owner associations, businesses, corporate pension and profit-sharing plans, ERISA plans, charitable institutions, foundations, endowments, and trusts. Lara, May & Associates offers the custodial services of RBC Correspondent Services, Charles Schwab, Fidelity/Morningstar and TD Ameritrade. | Portfolio Manager-Equities | - |
Training of Stephen Vincent O'Brien
| University of Notre Dame | Undergraduate Degree |
| University of Michigan | Graduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Lara, May & Associates LLC
Lara, May & Associates LLC Investment ManagersFinance Lara, May & Associates LLC is a registered investment advisor headquartered in Falls Church, Virginia. The firm was founded Lara, May & Associates in 1981. On October 1, 2007 Lara, May & Associates LLC was established and became a wholly-owned subsidiary of Focus Operating LLC, which is a wholly-owned subsidiary of Focus Financial Partners LLC. Lara, May They provide wealth management and financial planning services to individuals, high net worth individuals, home owner associations, businesses, corporate pension and profit-sharing plans, ERISA plans, charitable institutions, foundations, endowments, and trusts. Lara, May & Associates offers the custodial services of RBC Correspondent Services, Charles Schwab, Fidelity/Morningstar and TD Ameritrade. | Finance |
| Smith Barney & Co., Inc. | Finance |
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