Jeff O’Brien

Portfolio Manager-Equities at First Trust Capital Management LP

Finance

Consumer Services

Profile

Mr. Jeffrey S.
O’Brien is a Portfolio Manager at First Trust Capital Management LP.
Prior to joining the firm, Mr. O’Brien was the Founder and Managing Member of Glenfinnen Capital, LLC (“Glenfinnen”) which served as the Investment Advisor for two merger arbitrage hedge funds.
Prior to founding Glenfinnen in April 2000, Mr. O’Brien served as a Portfolio Manager and Research Analyst on the risk arbitrage desk at First Capital Alliance for five years and before that as a Credit Analyst at NationsBank.
Mr. O’Brien earned a B.S.
in Finance from Indiana University.

Jeff O’Brien active positions

Companies	Position	Start
First Trust Capital Management LP First Trust Capital Management LP Investment ManagersFinance Part of First Trust Capital Solutions LP, First Trust Capital Management LP offers a range of alternative investments including private equity, venture capital, hedge funds, real estate, and private credit. The company is based in Chicago, IL. The company provides these solutions in various structures to financial advisors, family offices, and institutions. The company was founded in 2012. Michael Dillon Peck has been the CEO of the company since 2021.	Portfolio Manager-Equities	-

All active positions of Jeff O’Brien

Former positions of Jeff O’Brien

Companies	Position	End
Vivaldi Asset Management LLC Vivaldi Asset Management LLC Investment ManagersFinance Vivaldi Asset Management LLC (Vivaldi) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded by David A. Sternberg in 2013 and they are a subsidiary of Vivaldi Holdings LLC. Vivaldi Asset Management provides alternative solutions to retail investors through independent advisors, broker-dealers, and self-directed accounts.	Portfolio Manager-Equities	30/11/2021
First Capital Alliance LLC First Capital Alliance LLC Investment ManagersFinance First Capital Alliance LLC is an independent hedge fund manager headquartered in North Barrington, Illinois. The firm manages assets of high net worth clients.	Corporate Officer/Principal	31/03/2000
NationsBank Corp.	Corporate Officer/Principal	-
Glenfinnen Capital LLC Glenfinnen Capital LLC Investment ManagersFinance Glenfinnen Capital LLC is a company based in Fort Wayne, IN. Glenfinnen Capital LLC was founded in 2000 by Jeffrey Scott O’Brien.	Chief Executive Officer	-

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Training of Jeff O’Brien

Indiana University

Undergraduate Degree

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Linked companies

Private companies	5
Glenfinnen Capital LLC Glenfinnen Capital LLC Investment ManagersFinance Glenfinnen Capital LLC is a company based in Fort Wayne, IN. Glenfinnen Capital LLC was founded in 2000 by Jeffrey Scott O’Brien.	Finance
First Capital Alliance LLC First Capital Alliance LLC Investment ManagersFinance First Capital Alliance LLC is an independent hedge fund manager headquartered in North Barrington, Illinois. The firm manages assets of high net worth clients.	Finance
NationsBank Corp.	Finance
Vivaldi Asset Management LLC Vivaldi Asset Management LLC Investment ManagersFinance Vivaldi Asset Management LLC (Vivaldi) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded by David A. Sternberg in 2013 and they are a subsidiary of Vivaldi Holdings LLC. Vivaldi Asset Management provides alternative solutions to retail investors through independent advisors, broker-dealers, and self-directed accounts.	Finance
First Trust Capital Management LP First Trust Capital Management LP Investment ManagersFinance Part of First Trust Capital Solutions LP, First Trust Capital Management LP offers a range of alternative investments including private equity, venture capital, hedge funds, real estate, and private credit. The company is based in Chicago, IL. The company provides these solutions in various structures to financial advisors, family offices, and institutions. The company was founded in 2012. Michael Dillon Peck has been the CEO of the company since 2021.	Finance

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Jeff O’Brien