Alex O'Brien
Libertyville
Overview
15
15
years of professional experience
2
2
Certifications
Work History
Portfolio Manager
MainStreet Advisors
Chicago
01.2025 - Current
- Responsible for the portfolio management and account service needs of trust and wealth management clients, while driving revenue growth across the relationship base.
- Serve as the everyday point of contact for clients, with frequent in-person, phone, and email interactions.
- Use proprietary software to manage client portfolios for tax-efficient investment results.
- Perform account reviews on an ongoing basis, based on changes to MainStreet's investment strategies and the current economic environment.
- Understand clients' needs to ensure alignment with their current goals and risk tolerance.
- Make presentations representing MSA's investments and processes to our clients' committees and boards.
- Coordinate with other MSA business areas, such as technology, to ensure a seamless client experience.
- Serve as a voting member on the MSA Investment Committees, and participate in committee-based decision-making.
Portfolio Analyst - Senior Portfolio Analyst
MainStreet Advisors
Chicago
06.2013 - 01.2025
- Interacted directly with bank clients while working closely with Portfolio Managers to understand nuances of each client, such as trust accounting system, trading process, and end clients' investment preferences.
- Utilized MSA proprietary software to prepare reviews of client portfolios to ensure in compliance with internal investment models, and for ad hoc requests.
- Helped to drive client projects such as RFP responses, investment update presentations, and performance tracking.
- Actively participated in the workflow, analysis, and discussions of MSA subcommittees.
- Prepared market and economic commentary components of MSA marketing publications.
Investment Analyst
MainStreet Advisors
Chicago
02.2011 - 06.2013
- Fulfilled monitoring and due diligence responsibilities for assigned mutual fund managers within MSA model portfolios including manager updates/calls and performance attribution.
- Maintained working relationship with the representatives of assigned mutual fund managers in order to facilitate meaningful and timely conversations with members of the managers' portfolio team.
- Conducted quantitative and qualitative components of searches for new MSA model mutual funds and ETFs as required.
- Fulfilled monitoring and due diligence responsibilities for MSA coverage list stocks including reviews of companies' quarterly results and management conference calls.
- Monitored industry trends for assigned sectors utilizing key resources including BCA Research and Bloomberg.
Intern
Priority Sports & Entertainment
Chicago
08.2010 - 12.2010
- Engaged marketing endorsements for clients, including Haloti Ngata, former member of the Detroit Lions.
- Interviewed athletes on importance of selecting the appropriate agency, including former GB Packer A.J. Hawk.
- Conducted due diligence to ensure the firm acted in compliance with Athlete-Agent Registration per state.
Education
Bachelor of Science - Finance and Business Management
DePaul University
ChicagoSkills
- Microsoft Office
- FactSet
- Y-Charts
- Bloomberg
- Morningstar Direct
Certification
CFP Certification - In Progress (Expected 2026)
Additional Information
Volunteer at Good Shepherd Manor, A Just Harvest and Mike Hike 5K
Timeline
Portfolio Manager
MainStreet Advisors
01.2025 - Current
Portfolio Analyst - Senior Portfolio Analyst
MainStreet Advisors
06.2013 - 01.2025
Investment Analyst
MainStreet Advisors
02.2011 - 06.2013
Intern
Priority Sports & Entertainment
08.2010 - 12.2010
Bachelor of Science - Finance and Business Management
DePaul University