Managing Director - Investments, Senior Pim Portfolio Manager, Senior Financial Advisor
Green Mountain Wealth Management Group Of Wells Fargo Advisors
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Christopher I. O'Brien, Chfc®, J.D., Ll.M. Email & Phone Number
Managing Director - Investments, Senior PIM Portfolio Manager, Senior Financial Advisor
at
Green Mountain Wealth Management Group of Wells Fargo Advisors
2 work emails found
@ubs.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Green Mountain Wealth Management Group of Wells Fargo Advisors
Role
Managing Director - Investments, Senior PIM Portfolio Manager, Senior Financial Advisor
Location
Greater Burlington Area, United States, United States
Who is Christopher I. O'Brien, Chfc®, J.D., Ll.M.? Overview
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Quick answer
Christopher I. O'Brien, Chfc®, J.D., Ll.M. is listed as Managing Director - Investments, Senior PIM Portfolio Manager, Senior Financial Advisor at Green Mountain Wealth Management Group of Wells Fargo Advisors, based in Greater Burlington Area, United States, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Christopher I. O'Brien, Chfc®, J.D., Ll.M..
Christopher I. O'Brien, Chfc®, J.D., Ll.M. previously worked as Managing Director - Investments at Green Mountain Wealth Management Group Of Wells Fargo Advisors and Sr. Vice President - Investments; Sr. Portfolio Manager (PMP); Financial Advisor at Ubs Financial Services, Inc.. Christopher I. O'Brien, Chfc®, J.D., Ll.M. holds Master Of Laws (Ll.M.), Taxation from Boston University School Of Law.
Company email context
Email format at Green Mountain Wealth Management Group of Wells Fargo Advisors
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*@ubs.com
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AeroLeads found 2 current-domain work email signals for Christopher I. O'Brien, Chfc®, J.D., Ll.M.. Compare company email patterns before reaching out.
Profile bio
About Christopher I. O'Brien, Chfc®, J.D., Ll.M.
Christopher I. O'Brien, Chfc®, J.D., Ll.M. is a Managing Director - Investments, Senior PIM Portfolio Manager, Senior Financial Advisor at Green Mountain Wealth Management Group of Wells Fargo Advisors. He possess expertise in financial services, wealth management, investments.
Listed skills include Financial Services, Wealth Management, and Investments.
Current workplace
Christopher I. O'Brien, Chfc®, J.D., Ll.M.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Green Mountain Wealth Management Group Of Wells Fargo Advisors
6 roles · 30 years
Christopher I. O'Brien, Chfc®, J.D., Ll.M. work experience
A career timeline built from the work history available for this profile.
Managing Director - Investments
Current
Green Mountain Wealth Management Group Of Wells Fargo Advisors
I can be reached in the office at: (802) 864-2675, or christopher.obrien2@wellsfargoadvisors.com.My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. I look forward to extending my services to you and your family.
Oct 2020 - Present
Sr. Vice President - Investments; Sr. Portfolio Manager (Pmp); Financial Advisor
2008 - Oct 2020
Wealth Advisor
2003 - 2008
~5 yrs
Tax Attorney
2002 - 2003
~1 yr
Tax Manager
1996 - 2002
~6 yrs
3 education records
Christopher I. O'Brien, Chfc®, J.D., Ll.M. education
Master Of Laws (Ll.M.), Taxation
J.D., Business Law
B.S., Business Administration
FAQ
Frequently asked questions about Christopher I. O'Brien, Chfc®, J.D., Ll.M.
Quick answers generated from the profile data available on this page.
What company does Christopher I. O'Brien, Chfc®, J.D., Ll.M. work for?
Christopher I. O'Brien, Chfc®, J.D., Ll.M. works for Green Mountain Wealth Management Group of Wells Fargo Advisors.
What is Christopher I. O'Brien, Chfc®, J.D., Ll.M.'s role at Green Mountain Wealth Management Group of Wells Fargo Advisors?
Christopher I. O'Brien, Chfc®, J.D., Ll.M. is listed as Managing Director - Investments, Senior PIM Portfolio Manager, Senior Financial Advisor at Green Mountain Wealth Management Group of Wells Fargo Advisors.
What is Christopher I. O'Brien, Chfc®, J.D., Ll.M.'s email address?
AeroLeads has found 2 work email signals at @ubs.com for Christopher I. O'Brien, Chfc®, J.D., Ll.M. at Green Mountain Wealth Management Group of Wells Fargo Advisors.
Where is Christopher I. O'Brien, Chfc®, J.D., Ll.M. based?
Christopher I. O'Brien, Chfc®, J.D., Ll.M. is based in Greater Burlington Area, United States, United States while working with Green Mountain Wealth Management Group of Wells Fargo Advisors.
What companies has Christopher I. O'Brien, Chfc®, J.D., Ll.M. worked for?
Christopher I. O'Brien, Chfc®, J.D., Ll.M. has worked for Green Mountain Wealth Management Group Of Wells Fargo Advisors, Ubs Financial Services, Inc., Morgan Stanley, Murphy, Hesse, Toomey & Lehane, Llp, and Deloitte & Touche, Llp.
How can I contact Christopher I. O'Brien, Chfc®, J.D., Ll.M.?
You can use AeroLeads to view verified contact signals for Christopher I. O'Brien, Chfc®, J.D., Ll.M. at Green Mountain Wealth Management Group of Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did Christopher I. O'Brien, Chfc®, J.D., Ll.M. attend?
Christopher I. O'Brien, Chfc®, J.D., Ll.M. holds Master Of Laws (Ll.M.), Taxation from Boston University School Of Law.
What skills is Christopher I. O'Brien, Chfc®, J.D., Ll.M. known for?
Christopher I. O'Brien, Chfc®, J.D., Ll.M. is listed with skills including Financial Services, Wealth Management, and Investments.
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