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Susan O’Brien

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Sue’s Story

Sue is responsible for managing the day to day administrative and client service tasks that set Oakbourne apart from other investment advisory firms.  Over the past thirteen years, our clients have been delighted to know that Sue is available to assist them.

Sue is a proud mother of six, and in her free time she enjoys helping her children follow their dreams.

Susan O’Brien

Partner | Client Service

Meet More Team Members

Christopher Griest, AIF®

Christopher Griest, AIF®

Partner | Financial Advisor

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Andrew J. Peters

Andrew J. Peters

Partner | Chief Executive Officer

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John K. Paoloni

John K. Paoloni

Partner | Financial Advisor

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Carol R. Paoloni

Carol R. Paoloni

Specialist | Operations

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Long-term value oriented investing for this generation, and the next. Contact our team
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Hackettstown

  • Oakbourne Advisors
  • 1605 County Road 517, Hackettstown, NJ 07840
  • 908-850-9991
  • 908-845-0341
  • investors@oakbourne.com
  • www.oakbourne.com

West Chester

  • Oakbourne Advisors
  • 2 West Market Street, Suite 1, West Chester, PA 19382
  • 610-798-6641
  • 908-845-0341
  • investors@oakbourne.com
  • www.oakbourne.com

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