Jake O'Brien
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Jake O'Brien Email & Phone Number

Vice President at Bernstein Private Wealth Management
Location: Greater Philadelphia, United States, United States 6 work roles 3 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Bernstein Private Wealth Management
Role
Vice President
Location
Greater Philadelphia, United States, United States
Company size
898 employees

Who is Jake O'Brien? Overview

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Quick answer

Jake O'Brien is listed as Vice President at Bernstein Private Wealth Management, a company with 898 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a matched LinkedIn profile for Jake O'Brien.

Jake O'Brien previously worked as Vice President, Client Advisor at Bernstein Private Wealth Management and Consultant Relations Senior Associate at Macquarie Group. Jake O'Brien holds Bachelor Of Arts (B.A.), Economics And Policy Studies from Lafayette College.

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Email format at Bernstein Private Wealth Management

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Bernstein Private Wealth Management

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Profile bio

About Jake O'Brien

Jake O'Brien is a Vice President at Bernstein Private Wealth Management.

Current workplace

Jake O'Brien's current company

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Bernstein Private Wealth Management
Bernstein Private Wealth Management
Vice President
Philadelphia, PA, US
Website
bernstein.com
Employees
898
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6 roles

Jake O'Brien work experience

A career timeline built from the work history available for this profile.

Vice President, Client Advisor

Current
Bernstein Private Wealth Management

Greater Philadelphia

Bernstein Private Wealth Management serves as confidants to some of the world’s most astute investors, helping them solve complex challenges—ones that extend well beyond wealth management. With innovative research, sophisticated modeling, and cutting-edge investment solutions, we guide clients and communities to achieve a more meaningful future.

Sep 2023 - Present

Consultant Relations Senior Associate

Macquarie Group

Macquarie Asset Management (MAM) is a global asset manager, integrated across public and private markets. MAM focuses on generating positive outcomes for clients, portfolio companies and communities. This starts with understanding their needs and providing solutions that seek to deliver superior results over the long term. MAM is trusted by institutions.

Dec 2021 - Oct 2023

Internal Consultant

Macquarie Group

Greater Philadelphia Area

Oct 2017 - Dec 2021

Internal Wholesaler

Eaton Vance

Greater Boston Area

Mar 2016 - Sep 2017

Mutual Fund Services Representative

Eaton Vance

Greater Boston Area

Jun 2015 - Mar 2016
Team & coworkers

Colleagues at Bernstein Private Wealth Management

Other employees you can reach at bernstein.com. View company contacts for 898 employees →

AM Anthony Mancini Anthony Mancini Colleague at Bernstein Private Wealth Management Peabody, Massachusetts, United States, United States View → NL Nick Lyons Nick Lyons Colleague at Bernstein Private Wealth Management West Palm Beach, Florida, United States, United States View → C( Carrie (Polen) Jenkins Carrie (Polen) Jenkins Colleague at Bernstein Private Wealth Management Nashville, Tennessee, United States, United States View → IL Isabel Leeds Isabel Leeds Colleague at Bernstein Private Wealth Management New York, New York, United States, United States View → BC Brandon Chan Brandon Chan Colleague at Bernstein Private Wealth Management Hong Kong SAR, Hong Kong View → JF John Fisher John Fisher Colleague at Bernstein Private Wealth Management Burkina Faso, Burkina Faso View → EH Emily Hunt, Cfp® Emily Hunt, Cfp® Colleague at Bernstein Private Wealth Management Sarasota, Florida, United States, United States View → JL Justin Langs Justin Langs Colleague at Bernstein Private Wealth Management San Francisco, California, United States, United States View → HW Harrison White Harrison White Colleague at Bernstein Private Wealth Management New York, New York, United States, United States View → AC Alex Chaloff Alex Chaloff Colleague at Bernstein Private Wealth Management Los Angeles, California, United States, United States View →
3 education records

Jake O'Brien education

Bachelor Of Arts (B.A.), Economics And Policy Studies

Lafayette College

Activities and Societies: Division I Varsity Lacrosse, Lafayette College Investment Club Certificate in Financial Analysis and Policy

FAQ

Frequently asked questions about Jake O'Brien

Quick answers generated from the profile data available on this page.

What company does Jake O'Brien work for?

Jake O'Brien works for Bernstein Private Wealth Management.

What is Jake O'Brien's role at Bernstein Private Wealth Management?

Jake O'Brien is listed as Vice President at Bernstein Private Wealth Management.

Where is Jake O'Brien based?

Jake O'Brien is based in Greater Philadelphia, United States, United States while working with Bernstein Private Wealth Management.

What companies has Jake O'Brien worked for?

Jake O'Brien has worked for Bernstein Private Wealth Management, Macquarie Group, and Eaton Vance.

Who are Jake O'Brien's colleagues at Bernstein Private Wealth Management?

Jake O'Brien's colleagues at Bernstein Private Wealth Management include Anthony Mancini, Nick Lyons, Carrie (Polen) Jenkins, Isabel Leeds, and Brandon Chan.

How can I contact Jake O'Brien?

You can use AeroLeads to view verified contact signals for Jake O'Brien at Bernstein Private Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jake O'Brien attend?

Jake O'Brien holds Bachelor Of Arts (B.A.), Economics And Policy Studies from Lafayette College.

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