![Michael Patrick O'Brien](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Michael P.
O'Brien, CFA, is an Investment Partner at Navera Investment Management Ltd. He is responsible for running client portfolios and is a member of the investment governance and operations committees.
He has over 36 years of investment experience.
Mr. O'Brien joined the team in 2015 from Standard Life Wealth (previously Newton Investment Management’s private client team) where he was Head of International Private Clients.
He joined Newton in 1999 and during this time also served as a Board Director for both the Jersey fund range and the private client business.
He began his career at The Boston Company (now part of BNY Mellon), where he trained as an Investment Manager within the Private Client Division.
He holds a BSc (Summa Cum Laude) in Finance from Bentley University (USA).
He is a CFA Charterholder and a Member of the Chartered Institute for Securities & Investment.
| Unternehmen | Position | Beginn |
|---|---|---|
Veritas Investment Partners (UK) Ltd.
 Veritas Investment Partners (UK) Ltd. Investment ManagersFinance Navera Investment Management is an active manager that invests in liquid global equities and bonds on recognised global stock exchanges. | Mitglied des Investmentausschusses | - |
| Unternehmen | Position | Ende |
|---|---|---|
LGT Wealth Management Ltd.
 LGT Wealth Management Ltd. Investment ManagersFinance LGT Wealth Management takes an active and research-intensive approach to deliver next-generation investment solutions to clients over the long term. Their conventional approach invests in conventional asset classes like equities, bonds and real estate and aims to outperform the market or an agreed benchmark, while their target return approach is broadly diversified, aiming to deliver specific target returns. The firm diversifies risk by investing across asset classes, regions and strategies and utilizes sophisticated risk analysis systems to monitor every portfolio’s exposure to different risk factors and levels of risk. Their Investment Committee carries out the research and risk management processes. | Director of Investments | 01.12.2014 |
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| Private Unternehmen | 2 |
|---|---|
LGT Wealth Management Ltd.
LGT Wealth Management Ltd. Investment ManagersFinance LGT Wealth Management takes an active and research-intensive approach to deliver next-generation investment solutions to clients over the long term. Their conventional approach invests in conventional asset classes like equities, bonds and real estate and aims to outperform the market or an agreed benchmark, while their target return approach is broadly diversified, aiming to deliver specific target returns. The firm diversifies risk by investing across asset classes, regions and strategies and utilizes sophisticated risk analysis systems to monitor every portfolio’s exposure to different risk factors and levels of risk. Their Investment Committee carries out the research and risk management processes. | Finance |
Veritas Investment Partners (UK) Ltd.
Veritas Investment Partners (UK) Ltd. Investment ManagersFinance Navera Investment Management is an active manager that invests in liquid global equities and bonds on recognised global stock exchanges. | Finance |
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