SVA PLUMB PROFESSIONALS



Timothy O'Brien - MBA, CFA

Principal

phone (608) 826-2759
email Madison Office

Tim is a Principal and Director of Research for SVA Plumb Wealth Management, LLC. Tim also serves on the firm’s Investment Advisory Committee.

Tim provides clients with ongoing, comprehensive wealth management strategies and financial guidance while delivering personalized service. He develops strategies to preserve assets, plan for retirement, and fund education. He also develops strategies to manage risk and coordinate investments with estate planning needs.

In his role as portfolio manager, Tim works with individual and business clients to establish their financial goals and objectives and create and manage portfolios to meet those goals.

Education

  • University of Chicago - Master of Business Administration - Accounting and Finance
  • Webster University - Master of Arts- Business Administration, Top Graduate
  • University of Notre Dame - Bachelor of Arts

Credentials

  • Chartered Financial Analyst (CFA)

Teaching/Speaking Experience

  • Upper Iowa University - Adjunct Professor
  • NBC15 Money Minute

Professional Memberships/Affiliations/Activities

  • Madison Investment Management Society - Member


Civic/Community Involvement

  • Maple Bluff Village Trustee
  • Youth Coach - basketball, baseball and soccer

Personal

Tim has been married for over 25 years to Gabrielle and they have four children (Tim, Doyle, Jessie and Billy) who are in high school and college. Tim spends time watching the kids play competitive sports including tennis, golf, soccer, hockey and ultimate Frisbee. His family loves getting the chance to be together especially snow and water skiing.

Tim is also a retired Colonel from the United States Air Force and Wisconsin Air National Guard where he flew both the F-16 fighter jet and A-10 attack jet. He still enjoys flying.