O'Brien Greene & Co. Employee Directory
Investment ManagementPennsylvania, United States2-10 Employees
O’Brien Greene & Co. is an investment management firm operating from Media, Pennsylvania, with a long-standing history dating back to 1969. The company provides independent investment advice and manages portfolios for a diverse client base that includes individuals, families, trusts, and retirement plans, as well as institutions such as insurance companies, charitable endowments, credit unions, and banks. Its approach centers on preserving capital and aiming for growth across varying market conditions, overseeing approximately 400 million in separate account portfolios of stocks and bonds, in addition to a small-cap stock limited partnership. The firm emphasizes a high degree of personal attention to each client, aligning its services with clients seeking tailored, relationship-driven investment management. Although small in size, the company positions itself within the investment management industry by offering specialized, independent guidance and a broad, diversified client mix.