James O'Brien Email & Phone Number
Principal, Portfolio Manager @ Eastern Shore Capital Management (ESCM)
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James O'Brien Location
- Andover, MA, US
James O'Brien Work
- 2012 -now Principal, Portfolio Manager @
- 2004 -2012 Portfolio Manager and Senior Analyst @
- 2001 -2004 Equity Research Analyst @ CITIZENS FUNDS
- 1990 -1994 Accounting Analyst @
James O'Brien Education
- Bentley University
Masters Certificate (Accountancy)
1995-1996 - Bentley University
Bachelor of Science (Economics and Finance)
1985-1989
James O'Brien Skills
- Portfolio Management
- Asset Management
- Asset Allocation
- Leadership
- Investments
- Financial Analysis
- Financial Modeling
- Equity Research
- Asset Managment
- Data Analysis
- Mutual Funds
- Equity Valuation
- Securities
- Valuation
- Finance
- Equities
- Microsoft Excel
James O'Brien Summary
- James O'Brien, based in Andover, MA, US, is currently a Principal, Portfolio Manager at Eastern Shore Capital Management (ESCM). James O'Brien brings experience from previous roles at MOODY ALDRICH PARTNERS, LLC, CITIZENS FUNDS and Fidelity Investments. James O'Brien holds a 1995 - 1996 Masters Certificate in Accountancy @ Bentley University. With a robust skill set that includes Portfolio Management, Asset Management, Asset Allocation, Leadership, Investments and more. James O'Brien has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Eastern Shore Capital Management (ESCM) Employees
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