Thomas O’BrienFamily Wealth Administrator

By October 2, 2018
: Washington, D.C.: http://www.linkedin.com/in/thomas-o-brien-873529b6

Tom O’Brien is a Family Wealth Administrator with the Keel Point Horizon Team. He partners with Family Wealth Directors to deliver highly personal services to Horizon families including wealth design, tax planning and services, philanthropic services, trusts and entity management, cash and lifestyle management, insurance services, family coaching, and next generation mentoring.

Prior to joining the Keel Point team, Tom attended Virginia Tech where he earned a B.S. in Applied Economic Management with a focus in Financial Planning and a Minor in Cinema Studies.