Timothy O'Brien

Timothy O'Brien Email and Phone Number

Senior Vice President and Portfolio Manager @ Wealth Enhancement Group
Madison, WI, US
Timothy O'Brien's Location
Madison, Wisconsin, United States, United States
Timothy O'Brien's Contact Details

Timothy O'Brien work email

Timothy O'Brien personal email

n/a
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.

Timothy O'Brien's Current Company Details
Wealth Enhancement Group

Wealth Enhancement Group

View
Senior Vice President and Portfolio Manager
Madison, WI, US
Timothy O'Brien Work Experience Details
  • Wealth Enhancement Group
    Senior Vice President And Portfolio Manager
    Wealth Enhancement Group
    Madison, Wi, Us
  • Wealth Enhancement Group
    Senior Vice President And Portfolio Manager
    Wealth Enhancement Group Jan 2021 - Present
    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
  • Sva Wealth Management
    Principal, Portfolio Manager
    Sva Wealth Management Mar 2011 - Present
    Madison, Wisconsin Area
    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
  • Wisconsin Capital Management
    Director Of Reseach, Portfolio Manager
    Wisconsin Capital Management Oct 1998 - Feb 2011
    Madison, Wisconsin Area

Timothy O'Brien Skills

Portfolio Management Financial Analysis Personal Financial Planning Investments

Timothy O'Brien Education Details

Frequently Asked Questions about Timothy O'Brien

What company does Timothy O'Brien work for?

Timothy O'Brien works for Wealth Enhancement Group

What is Timothy O'Brien's role at the current company?

Timothy O'Brien's current role is Senior Vice President and Portfolio Manager.

What is Timothy O'Brien's email address?

Timothy O'Brien's email address is ob****@****umb.com

What schools did Timothy O'Brien attend?

Timothy O'Brien attended University Of Chicago, Webster University, University Of Notre Dame.

What are some of Timothy O'Brien's interests?

Timothy O'Brien has interest in Tennis, Golf, Reading.

What skills is Timothy O'Brien known for?

Timothy O'Brien has skills like Portfolio Management, Financial Analysis, Personal Financial Planning, Investments.

Not the Timothy O'Brien you were looking for?

  • Timothy O'Brien

    Consulting Manager @ Ey | Financial Crimes Compliance
    New York City Metropolitan Area
    1
    ey.com
  • Timothy O'Brien

    Global Saas, Ai, Cybersecurity Ciso | High Growth Fintech/Public Firms
    Atlanta Metropolitan Area
  • Timothy O'Brien

    Solutions Architect | Mba, Mism | Microsoft/Aws/Vmware/Nutanix/Citrix Certified | Veteran
    Greater Chicago Area
    4
    mtm.com, uwalumni.com, mtm.com, citrix.com
  • 3
    ecolab.com, ecolab.com, ecolab.com

    1 +165129XXXXX

  • Timothy O'Brien

    Senior Vice President At Banc Of America Leasing
    Plainville, Ma
    2
    btmucapital.com, bankofamerica.com

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.