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Timothy O'Brien Email & Phone Number
Senior Vice President and Portfolio Manager
at
Wealth Enhancement Group
1 work email found
@wealthenhancement.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President and Portfolio Manager
Location
Madison, Wisconsin, United States
Who is Timothy O'Brien? Overview
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Quick answer
Timothy O'Brien is listed as Senior Vice President and Portfolio Manager at Wealth Enhancement Group, based in Madison, Wisconsin, United States. AeroLeads shows a work email signal at wealthenhancement.com and a matched LinkedIn profile for Timothy O'Brien.
Timothy O'Brien previously worked as Principal, Portfolio Manager at Sva Wealth Management and Director of Reseach, Portfolio Manager at Wisconsin Capital Management. Timothy O'Brien holds Master Of Business Administration (M.B.A.), Accounting And Finance from University Of Chicago.
Company email context
Email format at Wealth Enhancement Group
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*@wealthenhancement.com
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AeroLeads found 1 current-domain work email signal for Timothy O'Brien. Compare company email patterns before reaching out.
Profile bio
About Timothy O'Brien
At Wealth Enhancement Group (WEG), I'm a Senior Vice President leading a team of financial planners, portfolio managers, client service professional that provide comprehensive financial planning and portfolio management for individuals and institutions.Before my time with WEG, I was a Principal for SVA Wealth Management, LLC, and served on the SVA Plumb Trust Company LLC Board of Directors. As the Director of Research and a Portfolio Manager, I provided comprehensive financial planning and portfolio management for individuals and institutions.Before joining SVA Plumb Financial, I was the Director of Research for Wisconsin Capital Management, LLC ("WisCap”) since January 2004. Earlier, I served as an Assistant Portfolio Manager and CFO of WisCap’s proprietary mutual funds which were introduced in 2007.In addition, I served as an F-16 fighter pilot and officer for the Wisconsin Air National Guard and United States Air Force retiring in 2005 as a Colonel for the Wisconsin Air National Guard.
Listed skills include Portfolio Management, Financial Analysis, Personal Financial Planning, and Investments.
Current workplace
Timothy O'Brien's current company
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4 roles
Timothy O'Brien work experience
A career timeline built from the work history available for this profile.
Senior Vice President And Portfolio Manager
a) Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. b) Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and… Show more a) Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. b) Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. c) For a list of states in which I am licensed to do business, please visit http://www.wealthenhancement.com. Show less
Principal, Portfolio Manager
At SVA Wealth Management, we believe that quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning. We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and… Show more At SVA Wealth Management, we believe that quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning. We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations. Show less
Director Of Reseach, Portfolio Manager
Oct 1998 - Feb 2011
3 education records
Timothy O'Brien education
Master Of Business Administration (M.B.A.), Accounting And Finance
Masters Of Arts, Business Administration
Bachelor Of Arts (B.A.), Anthropology
FAQ
Frequently asked questions about Timothy O'Brien
Quick answers generated from the profile data available on this page.
What company does Timothy O'Brien work for?
Timothy O'Brien works for Wealth Enhancement Group.
What is Timothy O'Brien's role at Wealth Enhancement Group?
Timothy O'Brien is listed as Senior Vice President and Portfolio Manager at Wealth Enhancement Group.
What is Timothy O'Brien's email address?
AeroLeads has found 1 work email signal at @wealthenhancement.com for Timothy O'Brien at Wealth Enhancement Group.
Where is Timothy O'Brien based?
Timothy O'Brien is based in Madison, Wisconsin, United States while working with Wealth Enhancement Group.
What companies has Timothy O'Brien worked for?
Timothy O'Brien has worked for Wealth Enhancement Group, Sva Wealth Management, and Wisconsin Capital Management.
How can I contact Timothy O'Brien?
You can use AeroLeads to view verified contact signals for Timothy O'Brien at Wealth Enhancement Group, including work email, phone, and LinkedIn data when available.
What schools did Timothy O'Brien attend?
Timothy O'Brien holds Master Of Business Administration (M.B.A.), Accounting And Finance from University Of Chicago.
What skills is Timothy O'Brien known for?
Timothy O'Brien is listed with skills including Portfolio Management, Financial Analysis, Personal Financial Planning, and Investments.
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