Mark B. O’Brien President & CEO
Mark became principal of the firm in 1987. He graduated from Princeton University with an A.B. in history. He received an M.B.A. in finance from the Wharton School as well as an M.A. in liberal arts from the University of Pennsylvania. His investment experience began in 1976 as Manager of Investor Relations for Textron, Inc., in Providence, Rhode Island. He subsequently worked for Ashford Capital Management in Greenville, Delaware, where he analyzed emerging growth companies for equity investment. He continued his investment career at the private bank Brown Brothers Harriman & Co., in Philadelphia, Pennsylvania as a portfolio manager, until 1987. Since that time he has managed discretionary and nondiscretionary, taxable and non-taxable investment accounts at O’Brien Greene & Co. He also manages the O’Brien Greene Small-Capitalization Stock Fund, L.P. He has served on numerous non-profit boards including the Gesu School of Philadelphia, the Pennsylvania SPCA, the Hill School, the James Madison Program at Princeton University, the Witherspoon Institute, and the University of Pennsylvania Press.
Sally Hart Sulcove, CFA, CFP Research Analyst & Portfolio Manager
Sally joined O’Brien Greene & Co. in 2000. She graduated cum laude in economics from Swarthmore College and was awarded the Chartered Financial Analyst (CFA) designation in September 2000 and the Certified Financial Planner (CFP) designation in May 2006. Prior to joining O’Brien Greene, she worked as an equity research analyst at Janney Montgomery Scott LLC, where she wrote research reports, built financial models, and covered companies in the manufacturing and chemical industries. At O’Brien Greene her responsibilities include portfolio management, equity analysis, and assisting clients with financial planning concerns.
Paul Devine, Ph.D. Research Analyst
Paul joined O’Brien Greene in 2012 and covers macroeconomic trends for the investment team, as well as equity analysis for financial sector companies. He graduated from the University of Connecticut in 1972 with a B.A. in economics, and earned a Ph.D. in literature from Vanderbilt University in 1982. Before coming to O’Brien Greene, he worked at PNC Bank in Philadelphia for over twenty years and subsequently served as a Director at Cohen & Company, a specialized investment bank.
Matthew B. O’Brien, Ph.D. Research Analyst & Retirement Plan Consultant
Matthew graduated from Princeton University in 2003. He worked as a summer research analyst with the financial research firm Gerson Lehrman Group in New York before entering academia. He received his M.A. and Ph.D. in philosophy from the University of Texas at Austin and taught as a lecturer at Rutgers University and post-doctoral research fellow at Villanova University. He joined the firm full-time in 2012, and he is responsible for providing research on current and prospective equity investments, assisting with portfolio management, and heads up the firm’s retirement plan consulting and management practice. He has served as a director on the boards of the Princeton Club of Philadelphia and the Neumann Forum, and as chairman of the Collegium Institute for Catholic Thought & Culture at the University of Pennsylvania in Philadelphia. He also serves as a member of the board executive committee and treasurer of the American Philosophical Association, the 10,000 member professional organization of university professors of philosophy. He holds the Series 65 investment adviser license.
Stephen Saroki, CFA Research Analyst
Stephen received an M.A. degree in finance from Duke University and a B.S. in mathematics and economics from UCLA. Before joining O’Brien Greene in 2017, he worked for a hedge fund in New York City and was a senior research analyst at the Federal Reserve in Washington, DC. Stephen holds the Chartered Financial Analyst designation, which he received by passing all three successive levels of the CFA examination on the first try. Recently Stephen was named as one of three finalists in the prestigious 2017 Sohn Investment Idea Contest in New York City.
Emme Kealey Operations Manager
Emme joined O’Brien Greene in 2013. She graduated cum laude in business administration from Goldey-Beacom College. She has twenty-two years of investment industry experience in operations, trading, and client service at Freiss Associates in Greenville, Delaware, where she held the positions of Operations Manager and Senior Equity Trader. Previously she worked at the Philadelphia Stock Exchange and on the trading desk at PNC bank. At O’Brien Greene, Emme oversees investment operations and client support.
The investment advisory firm of O’Brien Greene & Co. was established in 1969 by Mr. G. Davis Greene, Jr. Originally named Greene Associates, the firm’s offices were located in Center City, Philadelphia. Mr. Greene, who was an alumnus of the College and Wharton School of the University of Pennsylvania, previously worked at the Federal Reserve Bank of Philadelphia, and began his investment career with the firm of Lionel D. Edie & Co., before becoming a partner with Dearden & Greene.
Mr. Greene built Greene Associates into a diverse money management practice serving individuals, regional banks, pension funds, and not-for-profit organizations. In 1987, in the aftermath of a scandal in the Pennsylvania Treasury Department, Mr. Greene was asked by Governor Robert P. Casey to take over the Department as Secretary. In order to accept the appointment, Mr. Greene was required to divest himself from Greene Associates. Ownership of the firm was assumed by Mr. Mark B. O’Brien, who came from the private bank Brown Brothers Harriman, and he renamed the firm O’Brien Greene & Co. Mr. O’Brien remains the firm’s president and CEO to this day. Under his leadership the firm has maintained its diverse practice, providing investment management services to individuals, families, trusts, insurance companies, endowments, religious orders, and corporately-sponsored 401(k) retirement plans.
Click here to read a note about the history of O’Brien Greene & Co. written on the occasion of Mr. Greene’s death on September 2, 2012. An obituary appeared in the Philadelphia Inquirer.