Kevin O’Brien, CFA

Partner & Senior Consultant

Kevin is a Partner and Senior Consultant at Fiduciary Investment Advisors, LLC (FIA) and works with corporate, tax exempt and municipal clients. His specific focus is on defined benefit plans, endowments, captive insurance, and defined contribution retirement plans. He works closely with clients on asset allocation, investment manager selection, and pension plan issues such as de-risking strategies and plan terminations. Kevin is a member of the FIA Investment Committee and the firm’s internal Discretionary Investment Sub-committee.

Prior to FIA, Kevin was a member of the Treasury staff overseeing the $1.2 billion investment portfolio of Baystate Health, Inc. (2013 Defined Benefit Plan Sponsor of the Year-PLANSPONSOR Magazine) consisting of the pension, endowment and captive insurance asset pools. Kevin was responsible for 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 Portfolio Manager Assistant. Kevin has earned the right to use the Chartered Financial Analyst® designation.

Education

  • University of Massachusetts-Amherst, BA

Outside Activities

  • Hartford Society of Financial Analysts

Speaking Engagements & Publications

Personal Interests

Family time, managing my son’s hockey team, music, motorcycle riding, golf