David C. O’Brien

CFP®, CAIA®
Senior Consultant
Main: (781) 235-4426 ext. 130
Direct/Text: (508) 545-7679

dco@assetstrategy.com

Schedule a Meeting With David

David C. O’Brien, CFP®, CAIA®, is a Certified Financial Planner (CFP®) and a Chartered Alternative Investment Analyst (CAIA®). He has over 20 years of experience working in financial services and with alternative investment solutions. His focus at the firm is to meet with clients to ensure that each of their needs and concerns are addressed appropriately and accurately and orchestrate the resources available from an independent advisory firm. David is a graduate of the University of Vermont’s Kalkin School of Business with a BS in Finance.

Outside of Work

On the Course

I enjoy getting out for a round of golf.

On the Slopes

Skiing is one of my favorite ways to spend the winter.

On the Trails

Mountain biking keeps me active and outdoors.

Meeting Scheduling is for the convenience of our Existing Clients and New Prospective Clients only. Any vendors using this platform to schedule meetings will not be honored and must contact the team member directly. Thank you.