Jonathan Smith

Jonathan Smith is an Investment Analyst at O'Brien Wealth Partners LLC in Boston, MA. In his current role, he is responsible for conducting investment research and supporting portfolio construction for client accounts, leveraging quantitative and fundamental analysis to guide asset allocation decisions within the firm. His day-to-day responsibilities include monitoring market trends, evaluating investment opportunities, and communicating research findings to senior advisors.

Jonathan's specific investment focus includes equities, fixed income, and multi-asset portfolios, with a particular emphasis on developing tailored solutions for high-net-worth clients and institutional investors. He is closely engaged in analyzing sectors such as technology, consumer goods, and healthcare, applying robust analytical frameworks to identify relative value and manage risk exposure. His expertise extends across both public securities and select alternative investments relevant to the firm's diversified strategy.

Prior to joining O'Brien Wealth Partners in 2019, Jonathan gained financial sector experience as a Private Wealth Management Intern at Goldman Sachs and as a Bank Teller at Torrington Savings Bank. He holds a Bachelor’s degree in Business Administration with concentrations in Accounting and Finance from Northeastern University, which underpins his analytical skillset and industry insight. Jonathan has been recognized for his contributions to research initiatives that enhance portfolio performance and risk management at O'Brien Wealth Partners.