David Lundgren

Bill O’Brien

Regional Director

Bill O’Brien is a Regional Director at Little Harbor Advisors, LLC.

Bill has 20 years of investment management experience, and he joined Little Harbor Advisors as Regional Director in 2021. Prior to that time, Bill served clients as a Regional Vice President at Van Eck and as a Regional Consultant at Pioneer Investments. Bill is a driven financial services professional working with registered investment advisors (RIAs), family offices, bank trusts, institutions, and other financial intermediaries across the Northeast. Bill takes a consultative approach towards building strong partner relationships, providing market intelligence and industry insights, and sharing practice management ideas to the advisor community.

Bill earned his MBA from Suffolk University in Boston and his BSBA from Western New England University in Springfield, MA. He resides in the Greater Boston Area with his wife and two daughters. He enjoys mountain biking, skiing, and rooting on the great Boston sports franchises – Red Sox, Patriots, Bruins & Celtics.

We believe that managing beta is a good source of alpha.