Tim O’Brien, CFA

Principal, Portfolio Manager

Tim O’Brien co-founded Crow Point Partners in 2006 and serves as the firm’s Co-Chief Investment Officer and a principal. Mr. O’Brien is the lead manager of the Wells Fargo Advantage Utilities and Telecommunications Fund (EVUAX), the Wells Fargo Advantage Utility and High Income Fund (ERH), and the Wells Fargo Advantage Global Dividend Opportunity Fund (EOD). Prior to Crow Point Partners, Mr. O’Brien was the lead portfolio manager of the Gabelli Utility Fund, and the Eaton Vance Utilities Fund. He has also worked at Loomis Sayles and PNC Bank.


Education

♦ Chartered Financial Analyst (CFA)
♦ MBA, University of Pennsylvania’s Wharton School of Business
♦ B.S., University of Massachusetts

Contact

Tel: (781) 875-3185
Email: tobrien@crowpointpartners.com