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Canonsburg, Pennsylvania (February 20, 2019) — Carnegie Investment Counsel is pleased to announce the hiring of Robert (Bob) O’Brien. Bob will be a Senior Relationship Manager working out of our Pittsburgh location. Bob previously worked as a Senior Vice President and as a Director of Wealth Strategy for Hawthorn, PNC Family Wealth®, serving the needs of individuals and families with investable assets in excess of $20 million. In this capacity, Bob led the planning process and advised clients on comprehensive tax, estate, wealth transfer and philanthropic considerations and solutions. He began his career at Hawthorn as a Senior Relationship Manager in 2011, leading client service teams of investment, fiduciary, wealth planning, banking and tax adviser's for ultra-high net worth families and was subsequently promoted to Pittsburgh Market Director of Relationship Management.
Bob began his career as a Staff Attorney with The Ayco Company’s financial counseling practice. Bob became an Account Manager with Ayco and was named partner of the firm in 2001. The partners sold Ayco to Goldman Sachs and Bob remained with Ayco, a Goldman Sachs Company, until joining Hawthorn in 2011. Bob provided financial counseling to CEOs and other senior executives of Fortune 500 companies as well as executives of privately held companies and University presidents. Bob is a former member of the Board of Governors of St. Clair Country Club. He has held several positions volunteering for the Mt. Lebanon Hockey Association Youth Organization, and the United Mitochondrial Disease Foundation. Bob earned a Bachelor of Business Administration degree in Finance from the University of Notre Dame and a Juris Doctorate from the University of Pittsburgh School of Law. To contact Bob, email robrien@carnegieinvest.com or call 412-235-1105. Comments are closed.
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The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
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