Jim O'Brien

Jim O'Brien

Founder at Eastern Shore Capital Management

Finance
Technology Services
Consumer Services

Profile

Mr. James M.
O'Brien
, CFA, is a Founder, Partner & Portfolio Manager at Eastern Shore Capital Management.
Prior to co-founding ESCM in October 2012, Mr. O'Brien served as a member of the investment team at for eight years at Moody Aldrich Partners: he began as a Senior Analyst, became an Associate Portfolio Manager in 2007, and was later named the Lead Portfolio Manager on the firm's Small Cap Value strategy.
Previously, he was an Equity Research Analyst at Citizens Funds for four years.
Prior to that, he was a Financial Analysis Technology Strategist at Primark.
His experience also includes Financial Technology Business Development at One Source Information Services, Senior Fund Accountant at Fidelity Investments, and Account Specialist at Boston Safe Deposit & Trust Company.
Mr. O'Brien earned a Masters Certificate in Accountancy and a B.S.
Degree in Economics and Finance at Bentley University.

Jim O'Brien active positions

CompaniesPositionStart
Founder 2012-09-30
All active positions of Jim O'Brien

Former positions of Jim O'Brien

CompaniesPositionEnd
Portfolio Manager-Equities 2012-09-29
Corporate Officer/Principal 1993-12-31
Corporate Officer/Principal -
Corporate Officer/Principal 1999-12-30
See the detail of Jim O'Brien's experience

Training of Jim O'Brien

Bentley University Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Jim O'Brien's experience

Connections

100 +

1st degree connections

6

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies5

Technology Services

Finance

Technology Services

Finance

Finance

See company connections