Michael O'Brien is a Managing Director – Investments and Senior PIM Portfolio Manager in Wells Fargo Advisors' La Jolla office. Having worked in the securities industry since 1984, Michael provides comprehensive portfolio management to a diversified group of both institutional and individual investors. Michael has been recognized as a Premier Advisor from 2012-2021, a distinction reserved for the firm's top producers as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Before joining Wells Fargo Advisors in 2011, Michael was a Senior Vice President-Investments and Senior Portfolio Manager for UBS Financial Services, his employer of 13 years. Michael holds a BS from the University of California at Berkeley and an MBA from Santa Clara University. He is also Series 3, Series 7, Series 8, and Series 66 registered. Michael also maintains a CA Insurance License. California Insurance License Number 0A34478. Resident State CA.
Michael's primary objective is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity. Michael believes that a one-to-one relationship with his clients is the cornerstone of his success. He believes his extensive experience in the securities industry has demonstrated that sophisticated investors require personalized and local access to their Portfolio Manager.
Away from the office, Michael also enjoys reading, biking, travel, and golf. Michael and his wife, Georgette, are residents of Del Mar and have two children, Joshua and Jennifer.
Josh O’Brien carries diversified experience in the financial services industry which includes holding positions in wealth management, investment banking, and equity research. Using this diverse skill-set, Josh aims to provide targeted portfolio strategies in concert with a detailed investment plan. Josh has been recognized as a Premier Advisor, a distinction reserved for the firm's top producers as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Prior to joining the O’Brien Wealth Management Group, Josh worked as an investment banking associate in the Global Energy Group at UBS in both Houston and New York City, assisting with both M&A and corporate finance needs for energy companies around the globe. Later, Josh joined Jefferies as a Senior Equity Research Associate in New York City, assisting with coverage of 30+ companies spanning across US Natural Gas, energy Master Limited Partnerships (MLPs), and US Independent Refiners.
Josh completed an MBA in Finance from the New York University Stern Graduate School of Business, where he was president of the Langone Stern Investment Club. He completed his undergraduate degree in Business Management from San Diego State University, where he was a member of the Varsity football team throughout his entire collegiate career and graduated following the Aztecs 2010 Poinsettia Bowl victory (SDSU’s first bowl victory since 1969). Josh is Series 7, Series 66, Series 79, Series 86, and Series 87 registered. Josh also maintains a CA insurance license. California Insurance License Number 0H77360. Resident State CA. CAR-1221-04009
Marisa Clayton is a Senior Registered Client Associate in Wells Fargo Advisors' La Jolla office, and brings more than 20 years of experience to the O'Brien Wealth Management Group.
Marisa began her career in 1998 as a trading assistant at a small regional firm in San Diego. In 2000, she joined the UBS Financial Services / PaineWebber La Jolla office, where she obtained her series 7 and series 66 registrations. Marisa became a Senior Registered Client Associate and joined Michael O'Brien's business at UBS in 2003. She is Series 7 and Series 66 registered.
Providing clients with exceptional service is Marisa's primary objective. She takes a thoughtful approach to each client's individual needs and works efficiently to meet them.
Outside of the office Marisa enjoys hiking, yoga, reading, and travel. Marisa lives in La Jolla with her two daughters, Lola and Elsie.
Emily Hughey is a Senior Registered Client Associate and Assistant Vice President in Wells Fargo Advisors' La Jolla Office. With over 20 years in the securities industry she has the experience, resources, and capabilities to provide clients with a full spectrum of administrative and operational services.
Prior to joining the O'Brien Wealth management Group Emily worked with senior financial advisors at UBS and other distinguished financial institutions. Her passion and dedication carries forth in her exceptional client services and she is excited to be a part of the O'Brien Wealth Management group.
Away from the office, Emily is actively involved in her community soccer leagues and enjoys spending quality time with her husband and two children. She is a native of San Diego and comes from a large and loving family.
Emily is Series 7 and Series 66 registered.
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