General Investing >> Money Manager Interviews >> August 31, 2022
Jill Fopiano, CFA, was appointed President of O’Brien Wealth Partners in 2015 and CEO in 2016. In addition to management responsibilities, she is an adviser for a select number of clients and is Chief Investment Officer of the firm. She has a degree in French from the University of Massachusetts and an MBA from the Yale School of Management, and is a Certified Financial Planner and a CFA Charterholder. She has served on boards at The Boston Conservatory, the A.R.T., and Opera Boston, and she lives in Brookline, Mass., with her two sons. Profile
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TWST: Could you tell me about the firm?
Ms. Fopiano: Sure. We are a registered investment adviser, an independent boutique. We are located in
