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Michael O’Brien Profile
Michael O’Brien, CFA
Investment Specialist
Boston
As an investment specialist in Investment Product and Fund Strategies, Mike works closely with equity investors and investment directors to help ensure the integrity of the investment approaches under his coverage. This includes meeting regularly with the teams and providing analysis of portfolio positioning, performance, and risk exposures. He contributes to developing new products and client solutions and managing business issues such as capacity, fees, and guidelines. He also participates in meetings with clients, prospects, and consultants to communicate our investment philosophy, strategy, and positioning.

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