Cfp® Josh O'Brien

Vice President - Investments at the O'Brien Wealth Management Group of Wells Fargo Advisors

Josh O'Brien, CFP®, is a highly experienced financial professional with a diverse educational background.

He holds an MBA in Finance from NYU Stern School of Business, a B.S in Business Management from San Diego State University, and has studied International Relations at the University of Oxford.

Josh's early education includes attending Santa Fe Christian Schools.

Currently, he serves as the Vice President of Investments at Wells Fargo Advisors, bringing a wealth of knowledge and expertise to his role.

Josh O'Brien has previously worked in various roles in reputable financial institutions. He served as a Senior Equity Research Associate covering Natural Gas, Refining, & MLPs at Jefferies, and as an Investment Banking Associate specializing in Energy at UBS.

His professional journey also includes positions as a Financial Advisor, Intern, and Investment Banking Summer Associate at Wells Fargo Advisors and UBS Wealth Management.

With a solid educational foundation and extensive experience in finance and investments, Josh O'Brien is a seasoned professional in the financial industry.