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Ben O'Brien

Ben O'Brien

Investment Research and Trading Associate at Willis Investment Counsel

Atlanta, GA , United States

About

Ben L. O'Brien is an Investment Research and Trading Associate at Willis Investment Counsel, based in the greater Atlanta area. In this role, he specializes in conducting equity research and supports trading activities for the firm's Core Equity Strategy as well as its Managed Volatility and Income Strategy. His responsibilities include fundamental analysis, assisting in portfolio construction, and contributing to strategy development for both institutional and private client portfolios.

O'Brien focuses primarily on U.S. large-cap equities and volatility-managed portfolios, supporting the firm's multi-asset approach. He works closely with senior portfolio managers to analyze market trends, assess company fundamentals, and implement risk management techniques within these respective strategies.

Prior to joining Willis Investment Counsel, O'Brien gained valuable experience in investment banking at Truist Securities, where he supported deal teams in financial analysis and client-related projects. He holds a Bachelor’s degree in Finance and a minor in Entrepreneurial and Small Business Operations from Auburn University Harbert College of Business, underpinning his expertise in equity research, portfolio strategy, and investment operations.

Career History

OrganizationRoleDate RangeDetails
Willis Investment CounselInvestment Research and Trading AssociateJun 2024 to Present
Truist SecuritiesTruist SecuritiesMay 2023 to Aug 2023
Fixed Income Sales, Trading & Research
Sam's Place Belle MeadeWaiterMay 2021 to Jun 2023
DoorDashFood Delivery DriverMar 2020 to Aug 2021
Vireo Systems, Inc.Warehouse ClerkApr 2019 to Aug 2019
Hillwood Country ClubGolf Shop StaffMay 2018 to Sep 2018

Education

Auburn University

Bachelor's degree, Finance, General

2020 2024

Auburn University Harbert College of Business

Academic Minor, Entrepreneurial and Small Business Operations

2022 2024

Father Ryan High School

2016 2020

Others at Willis Investment Counsel (4)

NameRoleLocation
Tracey Saine
Tracey Saine
Research AnalystGainesville, GA , United States
Brett Slattery
Brett Slattery
Chief Investment Officer and Equites Portfolio ManagerAtlanta, GA , United States
Henry Bush
Henry Bush
Research AnalystGainesville, GA , United States
John Lewis
John Lewis
Portfolio ManagerAtlanta, GA , United States