Our Team

 

Mark B. O’Brien Chairman

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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.

Matthew B. O’Brien, Ph.D. President

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Matthew, 40 years old, graduated from Princeton University in 2003.   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 was initially responsible for providing research on current and prospective equity investments and assisting with portfolio management. He was named President of the firm in June 2020. He manages 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.

Sally Hart Sulcove, CFA, CFP Research Analyst & Portfolio Manager

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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.

James Foggo Director of Operations and Compliance

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Jim, 54 years old, joined O’Brien Greene & Co. in June 2020. He graduated from Hobart College and Seton Hall University School of Law. Jim has more than 30 years’ career experience in the investment services industry as an attorney and business, operations and risk management manager at large law firms and financial service companies. Jim’s legal career included working at Battle Fowler LLP, Baker & McKenzie and SEI Investments focused on investment companies and investment management along with commercial transactions, contracts and principal / agency law. Jim transitioned exclusively to business, operations and risk management leadership roles in investment services the last 20 years working for SEI Investments, GCom2 Solutions, PNC Global Investment Servicing and Bank of New York Mellon.

Emme Kealey Operations Manager

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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.
 

History of O’Brien Greene & Co.

G Davis Greene, Former Pennsylvania State Treasurer

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.