David C. O’Brien

Senior Consultant
ext. 130 | dco@assetstrategy.com

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.


You are now leaving DST1031HQ and entering the marketplace site, PrivateCapitalHQ. By proceeding, you understand you are subject to the terms and conditions of PrivateCapitalHQ.com found in the Disclosure.