O’Brien named Senior Portfolio Manager at UBS Financial Services

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Thu, 12/21/2017 - 4:57pm -- Denise Sortor

Christopher O’Brien, a Shelburne resident, was named a Senior Portfolio Manager for the Green Mountain Wealth Management Group at UBS Financial Services. Chris provides customized investment, retirement and estate planning-related services for individuals, businesses and nonprofit organizations. He received a BS degree in Business Administration from The University of Vermont, a JD from Syracuse University’s College of Law, and a Masters of Law (LLM) in Taxation from Boston University’s School of Law. Chris also holds the prestigious Chartered Financial Consultant (ChFC) designation from The American College.