David C. O’Brien
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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.