About Us / Investment Management Team

 

More than just a small step forward in financial advice – It’s Financially AdvancedTM

Edward O'Brien

Edward O’Brien is the Integrator and Chief Compliance Officer at McAdam and leads the Executive Team. He is responsible for executing the business plan, day-to-day operations & overseeing McAdam’s operations and compliance department.

Ed joined the firm in January 2009 as a financial advisor. He joined the Executive Team in 2019 taking over the operations and compliance department.

In addition to his executive responsibilities, Ed works with a small, sophisticated client base providing comprehensive financial planning and investment management services.

He and his wife, Kara, live in Wayne, Pennsylvania with their son Basil and enjoy spending time outdoors with their dogs and traveling.

EDUCATION
Bachelor’s degree in Business Administration with a concentration in finance from Drexel University.

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Philadelphia1880 JFK Blvd.
Suite 1600
Philadelphia, PA 19103
215-399-9350
  •  Tysons Corner7918 Jones Branch Drive
Suite 100
Tysons Corner, VA 22102
703-677-9300
  •  Chicago141 W Jackson Blvd
Suite 1950
Chicago, IL 60604
312-509-4500
  •  Boston84 State Street
Suite 1040
Boston, MA 02109
857-263-7759
  

IMPORTANT DISCLOSURE INFORMATION

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 80 State Street, Albany, NY 12207.

Purshe Kaplan Sterling Investments and McAdam LLC are not affiliated companies.
Investments through PKS or RIA are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL • NOT INSURED BY ANY STATE OR FEDERAL AGENCY