Who We Are
01
Mission & History
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1969
Founded by G. Davis Greene as Greene & Associates, the firm was initially devoted to advising small financial institutions--banks, savings and loans, credit unions, insurance companies--on investment management.
1987
Mark O'Brien acquired the firm from G. Davis Greene, after Greene was appointed Treasury Secretary of the State of Pennsylvania by Governor Bob Casey. The firm was renamed O'Brien Greene & Co.
1992
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2020
After nine years at O'Brien Greene & Co., Matthew O'Brien, Ph.D., acquired the firm and became president. Mark O'Brien remains active in the day-to-day business as firm chairman.
Present
With approximately $440 million in assets under management, O'Brien Greene continues to serve a diverse mix of individual and institutional clients.
02
Our Team
President
Matthew B. O'Brien, Ph.D.
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Chairman
Mark B. O'Brien
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Research Analyst & Portfolio Manager
Sally Hart Sulcove, CFA, CFP
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Director of Operations and Compliance
James Foggo
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Operations Manager
Emme Kealey
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02
Our Team
President
Matthew B. O'Brien,
Ph.D.
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chairman
Mark O'Brien
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Research Analyst & Portfolio Manager
Sally Hart Sulcove,
CFA, CFP
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Director of Operations & Compliance
James Foggo
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Operations Manager
Emme Kealey
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02
Our Principles
01
Direct Ownership
We invest our own savings alongside our clients’ while putting their interests first.
02
Fee Transparency
We keep our fees simple, reasonable, and competitive, and we make our entire team available to our clients.
03
Client Alignment
We take the long view of investing, avoiding Wall Street fads and unproven financial innovation.
04
Independence
We provide highly personalized services, tailored to each clients’ individual needs and risk tolerance.
05
Fiduciary Responsibility
We have a sophisticated, experienced, and credentialed team with an independent take on financial markets.
06
Collaboration & Availability
We are partners in our enterprises. Relationships built on trust, transparency, and confidence matter most of all.