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Marc O'Brien

President and Chief Investment Officer

Marc O'Brien brings more than 35 years of investment expertise to O'Brien Management. His focus has been on the equity market, and his passion is mutual funds. Prior to founding OBM, Marc held various positions at Lehman Brothers, Inc. and served on the faculty of Harvard Business School. He has held leadership positions in many organizations within the Cambridge community including the Cambridge Rotary Club, the Cambridge YMCA, the American Association of Individual Investors for which he led the local mutual fund special interest group, and First Church Congregational. In 2007 he will serve as President of the Cambridge Rotary Club. Marc has an MBA from Harvard Business School, an MS in Political-Economy from MIT, and a BA in Government from Georgetown University.

Edward L. (Ted) Martin

CFA, Senior VP

Ted Martin has been with OBM since 2000 and has 35 years of experience in managing investment portfolios. His particular area of expertise is in the fixed income markets. Prior to joining OBM, Ted was Executive Vice President of David L. Babson & Co. where, as director of fixed income, he was responsible for $3 billion in assets including the Babson Bond Trust and the DLB Fixed Income Fund, publicly listed corporate bond funds. Ted has an MBA from Suffolk University and a BA from Washington and Jefferson College.

Cynthia A. (Cindy) Kuppens

Senior VP, Marketing & Client Relations

Cindy Kuppens joined OBM in March 2006. Before joining OBM, Cindy was Vice President for Fidelity Investments, where she managed service delivery for a group of Fortune 500 human resource administration outsourcing clients. Following successful careers with Fidelity and Hewitt Associates, a human resources consulting firm, Cindy builds relationships for O'Brien Management with allied financial service professionals such as estate attorneys, accountants, and financial planners. In addition, Cindy serves as a member of the investment committee. Cindy has an MBA with a concentration in Marketing from the University of Minnesota and a BA in Economics from Carleton College.

Mary Jo (MJ) English

CFA, Senior VP, Director, Investment Research & Strategy

MJ English joined OBM in the fall of 2008. Her primary responsibilities include chairing the OBM Investment Committee and fostering client relationships. Her particular area of expertise is in the fixed income markets. Most recently, she was a Managing Director and Portfolio Manager at David L. Babson & Co. where she was a member of a team managing more than $4 billion in institutional accounts and mutual funds. MJ is a CFA, has a Masters in Finance from the Carroll School of Management at Boston College and a BA in Mathematics from Mount Holyoke College. 

Elisabeth (Lis) Zimmerman

Vice President, Client Relations

Lis Zimmerman joined O'Brien Management in May 1989. Her primary responsibility is as a client relationship manager and director of our financial planning services. In addition, she serves as a member of the investment committee and as budget director. Prior to joining O'Brien Management, Lis worked for Charles Schwab & Co. as a liaison between Schwab and investment advisors. She has an MBA from Simmons School of Management and a BA in Economics from the University of Vermont.

Kari E. Mekler

Director of Operations & Information Security, Compliance Associate

Kari Mekler joined OBM in October 1993. Kari is primarily responsible for coordinating the firm's technology platforms and maintaining data integrity within the office. She also assists in the management of client account administration and compliance. Kari received her BA from Boston University with a concentration in Russian Language and Literature. She has continued her education with courses from The College of Financial Planning. Prior to joining OBM, Kari worked as Development Systems Coordinator at Harvard University's Divinity School.

Lauren E. Gibbons

Financial Planning Associate and Client Service Manager

Lauren Gibbons joined OBM in August 2006. She assists with financial planning activities, services client accounts, and is responsible for portfolio accounting and client billiing.  Lauren graduated from Endicott College with a BS in Interior Design and a concentration in Environmental Studies. She was born and raised in Shaker Heights, OH and is still partial to the Cleveland Browns. When not at work, Lauren enjoys playing tennis and lacrosse and has recently taken up sailing.

Allison S. Gates

Investment Research Associate and Client Service Manager

Allison Gates joined OBM in January 2007. She oversees account trading, has investment research responsibilities and serves as a member of the investment committee.  In addition, she is a member of the account administration team servicing client accounts.  Prior to joining OBM, Allison worked for Professional Staffing Group, where she served as a client service associate, and Sylvan Learning Center, where she tutored students in grades K-12 in math, English and science.  Allison graduated from Principia College in 2004 with a degree in music.

Alena F. Taylor

Client Service Manager

Alena Taylor joined OBM in March 2008 as a part-time Client Service Manager. She is a member of the account administration team and helps service client accounts, answer calls, schedule appointments, and assist with the general management of the office. Alena graduated from Berklee College of Music in 2004 with a degree in Professional Music.  With her passion for sharing music, Alena has traveled to Russia, Germany and Belgium to perform for private and public audiences.  Since 2002, Alena has been teaching private voice lessons and is currently a vocal instructor at the Page Music Lesson Center in Boston.