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Jim O'Brien
Founder at
Eastern Shore Capital Management
Profile
Mr. James M.
O'Brien, CFA, is a Founder, Partner & Portfolio Manager at Eastern Shore Capital Management.
Prior to co-founding ESCM in October 2012, Mr. O'Brien served as a member of the investment team at for eight years at Moody Aldrich Partners: he began as a Senior Analyst, became an Associate Portfolio Manager in 2007, and was later named the Lead Portfolio Manager on the firm's Small Cap Value strategy.
Previously, he was an Equity Research Analyst at Citizens Funds for four years.
Prior to that, he was a Financial Analysis Technology Strategist at Primark.
His experience also includes Financial Technology Business Development at One Source Information Services, Senior Fund Accountant at Fidelity Investments, and Account Specialist at Boston Safe Deposit & Trust Company.
Mr. O'Brien earned a Masters Certificate in Accountancy and a B.S.
Degree in Economics and Finance at Bentley University.
Jim O'Brien active positions
| Companies | Position | Start |
|---|---|---|
Eastern Shore Capital Management
 Eastern Shore Capital Management Investment ManagersFinance ESCM specializes in long-only US Small and Smid-cap equities. The firm invests in leaders and future leaders that are undervalued due to the unappreciated duration of positive fundamentals or positive change identified by qualitative and empirical factors. Their bottom-up, fundamental approach identifies established and improving quality companies. | Founder | 30/09/2012 |
Former positions of Jim O'Brien
| Companies | Position | End |
|---|---|---|
Moody Aldrich Partners LLC
 Moody Aldrich Partners LLC Investment ManagersFinance MAP offers US and international equity strategies through investment divisions managed by autonomous teams of experienced, successful investors. The firm utilizes fundamental and quantitative techniques to identify undervalued businesses with attractive business and industry characteristics. Strategies may use quantitative or other technology driven techniques to focus research on a subset of each strategy’s investable universe. | Portfolio Manager-Equities | 29/09/2012 |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Corporate Officer/Principal | 31/12/1993 |
Avention, Inc.
 Avention, Inc. Data Processing ServicesTechnology Services Provides business information solutions | Corporate Officer/Principal | - |
Primark Corp.
 Primark Corp. Packaged SoftwareTechnology Services Provides content and software to the financial services industry | Corporate Officer/Principal | 30/12/1999 |
Training of Jim O'Brien
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
88
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Primark Corp.
Primark Corp. Packaged SoftwareTechnology Services Provides content and software to the financial services industry | Technology Services |
Moody Aldrich Partners LLC
Moody Aldrich Partners LLC Investment ManagersFinance MAP offers US and international equity strategies through investment divisions managed by autonomous teams of experienced, successful investors. The firm utilizes fundamental and quantitative techniques to identify undervalued businesses with attractive business and industry characteristics. Strategies may use quantitative or other technology driven techniques to focus research on a subset of each strategy’s investable universe. | Finance |
Avention, Inc.
Avention, Inc. Data Processing ServicesTechnology Services Provides business information solutions | Technology Services |
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Finance |
Eastern Shore Capital Management
Eastern Shore Capital Management Investment ManagersFinance ESCM specializes in long-only US Small and Smid-cap equities. The firm invests in leaders and future leaders that are undervalued due to the unappreciated duration of positive fundamentals or positive change identified by qualitative and empirical factors. Their bottom-up, fundamental approach identifies established and improving quality companies. | Finance |
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