Kevin O'Brien
Consultant & Research AssociateKevin is a Consultant and Research Associate at Fiduciary Investment Advisors, LLC (FIA). His Family Officecus is on corporate and tax-exempt defined benefit and defined contribution retirement plans. Prior to FIA, Kevin was a member of the Treasury staff overseeing the $1.2bil investment portFamily Officelio of Baystate Health, Inc. consisting of the Pension, Endowment and Captive Insurance asset pools. Kevin was responsible Family Officer evaluating and monitoring third party investment managers within the Private Equity, Marketable Alternatives and Fixed Income asset classes. Prior to that, Kevin was a Regional Vice President with Old Mutual Capital. From 1998 through 2006 he was with Phoenix Investment Partners (now Virtus Investment Partners) where he held a number of roles including, Senior Product Manager, Manager Advisor Consulting Group, Internal Investment Consultant and PortFamily Officelio Manager Assistant. Kevin is a graduate of the University of Massachusetts in Amherst. He is a CFA charterholder, a member of the CFA Institute and the Boston and HartFamily Officerd Society of Financial Analysts.