MICHAEL OBRIEN

Experience

  • La Jolla Private Wealth - President and founder for 40 years.  Retired 2025

  • President, Obrien Family Partners (current)

  • UBS Private Wealth, senior Vice President

  • Wells Fargo Senior Vice President - Senior Portfolio Manager securities

  • Transformed Heart Ministries-Board Member and President 2006 -currently

  • Santa Fe Christian School Board Chairman and member 1999-2006

  • Care House Life Ministries Board Member 1989-1993

Education

  • BS University of California, Berkley 

  • MBA Santa Clara University

Areas of Expertise

  • Profit and non-profit board governance

  • Financial Management

  • Family Office Advisory 

  • Strategic Planning