O'Brien Greene & Co.
Overview
Established in 1969, O'Brien Greene & Co. is an independent investment advisory firm headquartered in Media, Pennsylvania. The firm specializes in fiduciary investment management and financial planning services, catering to a diverse clientele that includes individuals, families, trusts, charitable organizations, corporate retirement plans, banks, credit unions, and insurance companies. With approximately $450 million under management, O'Brien Greene & Co. crafts customized portfolios of individual stocks, bonds, and ETFs, aiming to preserve and grow clients' capital through various market conditions. The firm's investment approach emphasizes personalized attention, ensuring each client receives tailored strategies aligned with their financial goals. O'Brien Greene & Co. operates with a commitment to fiduciary responsibility, prioritizing clients' best interests in all investment decisions. The firm's leadership includes Matthew B. O'Brien, who joined the firm full-time in 2012 and serves as President and Chief Investment Officer. Under his guidance, the firm has maintained a focus on delivering high-quality investment management and financial planning services, upholding its reputation for integrity and client-centric solutions. O'Brien Greene & Co. continues to serve clients across the United States, providing comprehensive financial services designed to meet the evolving needs of its diverse clientele.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
Reach O'Brien Greene & Co. directly
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Unlock full contacts →Frequently asked questions about O'Brien Greene & Co.
What sectors does O'Brien Greene & Co. invest in?
O'Brien Greene & Co. invests in Financial Services, Technology, Healthcare, Banking, Insurance and Retail, and is based in Media, Pennsylvania, United States. O'Brien Greene & Co. is listed as a private investment firm in the ConnectSafely investor database.
What stage does O'Brien Greene & Co. invest at?
O'Brien Greene & Co. backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.
Which regions does O'Brien Greene & Co. invest in?
O'Brien Greene & Co. invests across United States.
What companies has O'Brien Greene & Co. invested in?
O'Brien Greene & Co.'s portfolio includes Green Energy Solutions, SmartHome Devices, HealthTech Innovations, EduTech Systems, CleanWater Utilities, RetailWorld Stores, TechWave Solutions and LogiTrans Logistics.
How do I contact O'Brien Greene & Co.?
O'Brien Greene & Co.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
