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Biography

Mike O’Brien is a Principal and Wealth Advisor at Cerity Partners with over 15 years of experience helping high-net-worth individuals and entrepreneurs navigate the complexities of wealth through a comprehensive and fluid financial planning approach. He is dedicated to building trusted relationships and delivering customized strategies that preserve, grow, and transfer wealth across generations.

Before joining Cerity Partners, Mike served as a Wealth Advisor at Clarfeld Private Wealth, Cambridge Trust, and Wilmington Trust. These roles deepened his experience in investment management, estate and tax planning, and client relationship leadership, giving him a well-rounded perspective on the evolving needs of affluent clients.

Outside of work, Mike is a member of the Emerging Leaders Council of Good Sports. Mike also enjoys discovering new restaurants and exploring new cities with his wife, Ally. He’s a passionate golfer—both leisurely and competitively—playing courses across the country.

Learn more about my practice.

Education

  • BA from University of Rhode Island

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.