PITTSBURGH – 02-20-2019 (PRDistribution.com) — Carnegie Investment Counsel is pleased to announce the hiring of Robert (Bob) O’Brien. Bob will be a Senior Relationship Manager working out of our Pittsburgh location. Bob previously worked as a Senior Vice President and as a Director of Wealth Strategy for Hawthorn, PNC Family Wealth®, serving the needs of individuals and families with investable assets in excess of $20 million. In this capacity, Bob led the planning process and advised clients on comprehensive tax, estate, wealth transfer, and philanthropic considerations and solutions. He began his career at Hawthorn as a Senior Relationship Manager in 2011, leading client service teams of investment, fiduciary, wealth planning, banking, and tax adviser’s for ultra-high net worth families and was subsequently promoted to Pittsburgh Market Director of Relationship Management.
Bob began his career as a Staff Attorney with The Ayco Company’s financial counseling practice. Bob became an Account Manager with Ayco and was named partner of the firm in 2001. The partners sold Ayco to Goldman Sachs and Bob remained with Ayco, a Goldman Sachs Company, until joining Hawthorn in 2011. Bob provided financial counseling to CEOs and other senior executives of Fortune 500 companies as well as executives of privately held companies and University presidents. Bob is a former member of the Board of Governors of St. Clair Country Club. He has held several positions volunteering for the Mt. Lebanon Hockey Association Youth Organization, and the United Mitochondrial Disease Foundation. Bob earned a Bachelor of Business Administration degree in Finance from the University of Notre Dame and a Juris Doctorate from the University of Pittsburgh School of Law.To contact Bob, email [email protected] or call 412-235-1105.
For the original news story, please visit https://prdistribution.com/news/robert-w-obrien-ultra-high-net-worth-advisor-joins-carnegie-investment-counsel.html.
Powered by WPeMatico