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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-18-1969
- Office Locations
- 1
Office Locations
About Obrien Greene & CO INC
O'Brien Greene & Co. is a Media, Pennsylvania-based fiduciary firm with 50+ years providing investment management and financial planning. It serves individuals and families alongside trusts, charities, corporate retirement plans, and financial institutions (banks, credit unions, and insurers) across the U.S., building customized portfolios of individual stocks, bonds, and ETFs, with client access via an online portal.
Team overview
Insights
Accredited Investors
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW BENNETT OBRIEN
Chief Investment Officer, President
- CRD
- #6556205
- Ownership
- 75% or more
JAMES ROBERT FOGGO
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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SALLY HART SULCOVE
President
- CRD
- #2769827
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $421,174,014 | $1,272,429 |
| Non-Discretionary | $43,159,770 | $1,798,324 |
| Total | $464,333,784 | $1,307,982 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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