Profiel
Mr. Michael V.
O'Brien is a Director at Joel Isaacson & Co. LLC.
He joined the firm in 2010 and he specializes in working with high net worth individuals and families and provides them with a holistic and comprehensive approach to the financial planning process including investment strategy, insurance and risk management, tax planning, estate planning, and retirement planning.
He is a member of the firm’s investment committee and also a member of the Financial Planning Association, Financial Planning Association of New York, and the Association of Certified Fraud Examiners.
Prior to joining the firm, Mr. O'Brien was a forensic accountant and certified fraud examiner in the forensic, litigation, and valuation services division of UHY Advisors.
In this role, he calculated economic damages for complex commercial litigation and performed sophisticated financial analyses to detect and resolve financial fraud.
Mr. O'Brien received his B.A.
in financial economics from Gustavus Adolphus College where he also studied abroad at the University of Sussex in the United Kingdom.
He received his certificate in financial planning from New York University.
Eerdere bekende functies van Michael V. O'Brien
| Bedrijven | Functie | Einde |
|---|---|---|
Joel Isaacson & Co. LLC
 Joel Isaacson & Co. LLC Investment ManagersFinance Joel Isaacson & Co. LLC (JIC) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Joel Isaacson in 1993 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JIC provides wealth management services and portfolio management services primarily to high net-worth individuals, and occasionally to corporate pension and profit-sharing plans, charitable trusts and non-high net-worth individuals. | Directeur/Bestuurslid | 01-10-2022 |
UHY Advisors, Inc.
 UHY Advisors, Inc. Miscellaneous Commercial ServicesCommercial Services UHY Advisors, Inc. provides tax, audit and financial accounting services. It offers tax, audit, advisory, and forensic, litigation and valuation services including audits of financial statements and employee benifit plans, internal audit, risk, compliance, management, technology consulting transaction, business valuation, family law and loss/damage determination services. The firm serves to the construction, dealerships, energy, financial, health care, governmental, real estate, staffing and technology industries. The company was founded in July 2000 and is headquartered in Chicago, IL. | Corporate Officer/Principal | 31-12-2009 |
Opleiding van Michael V. O'Brien
| Gustavus Adolphus College | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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Joel Isaacson & Co. LLC
Joel Isaacson & Co. LLC Investment ManagersFinance Joel Isaacson & Co. LLC (JIC) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Joel Isaacson in 1993 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JIC provides wealth management services and portfolio management services primarily to high net-worth individuals, and occasionally to corporate pension and profit-sharing plans, charitable trusts and non-high net-worth individuals. | Finance |
UHY Advisors, Inc.
UHY Advisors, Inc. Miscellaneous Commercial ServicesCommercial Services UHY Advisors, Inc. provides tax, audit and financial accounting services. It offers tax, audit, advisory, and forensic, litigation and valuation services including audits of financial statements and employee benifit plans, internal audit, risk, compliance, management, technology consulting transaction, business valuation, family law and loss/damage determination services. The firm serves to the construction, dealerships, energy, financial, health care, governmental, real estate, staffing and technology industries. The company was founded in July 2000 and is headquartered in Chicago, IL. | Commercial Services |
