Thomas  O'Brien
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Thomas O'Brien

Partner
Thomas is a Partner in the New York office and has more than thirty years of experience working in finance and audit, with a specialty in the financial services industry.

Prior to joining Cerity Partners, Tom was the Chief Financial Officer (CFO) and an Executive Partner of EMM Wealth for more than twenty-four years, leading the financial and administrative services of the firm. He was also a member of EMM’s executive, investment and strategic planning committees. During part of his tenure as the CFO of EMM Wealth, Tom served as the CFO and Treasurer of the Lehman Brothers Trust Company, N.A., and LBTC Delaware. He was part of a key employee group that transitioned the EMM business out of Lehman Brothers. Earlier in his career, Tom worked as an audit manager at MR Weiser & Co., LLP (now Mazars USA) and J.R. Beyda and Sons, spending over seven years in public accounting.

Tom is a Certified Public Accountant (CPA). He received his Master of Science degree in Accounting from the State University of New York at Binghamton, and his Bachelor of Science in Business Economics from the State University of New York at Oneonta. Tom currently serves on the board of directors of the State University College at Oneonta Foundation.

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Orange County

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(714) 415-4990

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626