Chadderdon O'Brien's Location
New York, NY, US
Chadderdon O'Brien's Work
- Partner and Wealth Advisor @ CI RegentAtlantic Private Wealth
- Wealth Advisor @ CI RegentAtlantic Private Wealth
- Member of the Board of Directors and Treasurer @ Summit Helping Its People
- Personal Financial Counselor @ Zeiders Enterprises, Inc.
- Financial Planner @ LASSUS WHERLEY & ASSOCIATES, P.C.
- Associate Financial Planner @ LASSUS WHERLEY & ASSOCIATES, P.C.
- Investment Analyst @ LASSUS WHERLEY & ASSOCIATES, P.C.
Chadderdon O'Brien's Education
- Northeastern University
Bachelors of Science (Finance, Entrepreneurship)
2002 - 2007 - Fairleigh Dickinson University
Graduate of the Financial Planning Certificate Program - Fairleigh Dickinson University (Financial Planning)
2008 - 2009
Chadderdon O'Brien's Skills
- Portfolio Management
- Investments
- Strategic Financial Planning
- Retirement
- Asset Allocation
- Asset Managment
- Wealth Management
- Retirement Planning
- Fixed Income
- Equities
Chadderdon O'Brien's Summary
Chadderdon O'Brien, based in New York, NY, US, is currently a Partner and Wealth Advisor at RegentAtlantic, bringing experience from previous roles at RegentAtlantic, Summit Helping Its People, Zeiders Enterprises, Inc. and Lassus Wherley & Associates. Chadderdon O'Brien holds a 2002 - 2007 Bachelors of Science in Finance, Entrepreneurship @ Northeastern University. With a robust skill set that includes Portfolio Management, Investments, Strategic Financial Planning, Retirement, Asset Allocation and more, Chadderdon O'Brien contributes valuable insights to the industry. Chadderdon O'Brien has 2 emails on RocketReach.
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