P. Kevin O’BrienManaging Director - Investments
PIM Portfolio Manager
For more than 33 years, Kevin has been committed to helping people plan for their financial futures. He actively listens and engages families so that together, they can determine the best solution for their unique situations. He manages assets for individuals, trusts, and estates and can provide guidance for legacy planning strategies, retirement cash flow and growth.
In 1996, Kevin earned the education credential of CERTIFIED FINANCIAL PLANNER™ or CFP®. Kevin also holds the professional Series 7, 31, 63 and 65. He is currently registered in 16 states. Kevin has been ranked in the Barron’s Top 1,200 Financial Advisors of the United States for multiple years. He has also been named as one of Forbe's Best In State Wealth Advisors for New Hampshire in 2019. Both the Barron’s Top 1,200 Advisors rankings and the Forbe's Best In State are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.
Kevin is a graduate of the Whittemore School of Business at the University of New Hampshire where he received his degree in Business Administration with a minor in Economics. Kevin and his wife, Sandy, live in Portsmouth, New Hampshire, and have two grown children. They enjoy spending time together in Florida, Stowe, Vermont and Cape Cod. Kevin is a member of the Provincetown Art Association and Museum (PAAM) and is a passionate supporter of numerous organizations.