Jill Fopiano joined O’Brien Wealth Partners LLC in September 2012 as a Principal. In October 2016 she became the Chief Executive Officer, Chief Investment Officer, and majority owner of the firm.
Possessing more than twenty years of experience at major global banks, Jill brings unique perspective and capability in both institutional investments and private banking. Jill’s global financial career at Citi and US Trust spanned alternative investments, trading, and financial planning and wealth management. She is now dedicated to leading an independent wealth management firm providing institutional quality investment management and integrated financial planning, with an intimate client experience possible only at a boutique firm.
As a Chartered Financial Analyst, Jill is a member of the CFA Institute and the Boston Society of Securities Analysts. Jill is also a Certified Financial Planner™ and an Accredited Domestic Partnership Advisor (ADPA™). Jill holds an MBA from the Yale School of Management and a BA in French from the University of Massachusetts, Amherst. Jill and her two sons live in Brookline and Orleans, MA.
Areas of Expertise:
Wealth Management, Investment Advisory, Strategic Financial Planning, Retirement Planning, Estate Planning. Financial Empowerment of Women
Jill’s involvement in the local arts community has included the Advisory Board of A.R.T., the Board of Overseers of the Boston Conservatory, and the Board of Directors of Opera Boston. As a member of the Women President’s Organization, Jill is also committed to mentoring and advancing women owned businesses in the Boston area. In her free time she is an avid baseball mom and can sometimes be found as a stand-in third base coach at her son’s Little League games.