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Mr. and Mrs. Dan O’Brien

Daniel O'Brien is a family wealth advisor for GenSpring located in the New York local office. Dan is a Certified Public Accountant with over twenty-five years of industry experience. Dan has experience in all areas of high net worth wealth management. Areas of experience include wealth transfer, philanthropy, investment management, income tax planning and next generation education. Prior to joining GenSpring in April 2007, Dan was a director, senior relationship manager and Co-Founder of Merrill Lynch Family Office Services. Before that, Dan was Controller in a private family office. Dan began his career in a New York City based CPA firm that specialized in family owned and operated businesses. Dan earned his Bachelor of Business Administration in Accounting from Baruch College and his Masters of Science in Taxation from Seton Hall University.
Scholarships associated with Mr. and Mrs. Dan O’Brien
  • O'Brien Family Scholarship