Philip O'Brien
About Philip O'Brien
Philip O'Brien is a Client Portfolio Manager at FS Investments, where he has worked since 2020. He has extensive experience in sales and portfolio management, having held various roles at notable firms such as William Blair & Company, Wachovia, and Chiron Investment Management.
Current Role at FS Investments
Philip O'Brien serves as a Client Portfolio Manager at FS Investments, a position he has held since 2020. In this role, he acts as a key liaison between the FS Chiron portfolio management team and the sales and marketing departments. His responsibilities include investment strategy positioning, ensuring that the sales team is well-informed about portfolio performance and positioning. He also participates in investment research meetings to stay updated on portfolio positioning and performance attribution.
Previous Experience in Financial Services
Philip O'Brien has extensive experience in the financial services industry, having held various roles across multiple firms. He worked at William Blair & Company in several capacities, including Internal Wholesaler, Product Distribution Specialist, and Regional Sales Director from 2007 to 2017. Prior to that, he served as Retirement Plan Regional Sales Director at Wachovia, A Wells Fargo Company, and as an Account Manager at Morningstar. His early career included positions at Deutsche Asset Management - Kemper Funds and The Ayco Company, L.P., a Goldman Sachs Company.
Educational Background
Philip O'Brien holds a Master of Arts in History from University College Dublin, where he studied from 1993 to 1996. He also earned a Master of Arts in Journalism from Indiana University Bloomington, completing his studies there from 2003 to 2004. His educational background provides him with a strong foundation in critical thinking and communication, which are essential skills in his current role.
Investment Strategy and Sales Support
In his current position, Philip O'Brien supports sales through external meetings with financial intermediaries and internal product training. His role involves ensuring that the sales team is equipped with the necessary knowledge about investment strategies and portfolio performance. This support is crucial for effective communication with clients and for driving sales initiatives.