My research

I am a rising senior at The Ohio State University studying Finance, with a minor in Entrepreneurship & Innovation. My interests center around equity research, valuation, and deepening my understanding of financial markets.

Below are selected examples of my recent work and analysis:

Paper 1

Chase O'Brien

Advisor Consultant Intern @ Lord, Abbett & Co.

Skills

  • Relationship Building

  • Financial Literacy

  • Wealth Management Services

  • Capital Markets

  • Client Disclosure Requirements

  • SEC & State Regulatory Compliance

  • Ethics in Financial Advising

  • Understanding Products and Their Risks

  • Risk Assessment & Suitability

  • Fiduciary Responsibility

Tools & Platforms

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Microsoft Excel

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Microsoft PowerPoint

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Google Colab

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Claude

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ChatGPT

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FRED

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PrivCo

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Bloomberg

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Morningstar

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Framer

Certifications

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Securities Industry Essentials (SIE)

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Series 66

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Qualified Undergraduate Interview Candidate (QUIC)

Industry Experience

Advisor Consultant Intern

Incoming Summer 2026 experience

Will support Advisor Consultants and Regional Managers across U.S. Retail channels by developing market insights, creating performance illustrations, and preparing marketing materials to strengthen advisor relationships and drive sales initiatives.

Lord, Abbett & Co.

Jersey City, NJ

Wealth Management Client Associate

May 2025 – July 2025

Supported a $1.5B+ book of business, analyzing asset allocations to identify tailored investment strategies for high-net-worth clients. Partnered in client-facing discovery meetings, presenting market research and helping advisors uncover client goals and risk profiles. Gained exposure to qualified retirement plan consulting and ERISA compliance through the OCH group. Earned the NASAA Series 66 license during tenure, complementing the FINRA SIE.

Merrill Lynch

Chicago, IL

Testimonials

  • Ryan Johnson

    Finance & Entrepreneurship Student at the Neeley School of Business

    “Chase is one of the hardest-working people I know. He’s reliable and someone you can count on to follow through!”

  • Michael Patera

    Incoming Summer Analyst @ Brinley Partners

    "What stands out about Chase is how early he developed a genuine interest in investing, earning his first qualification in high school. He brings a deeper understanding than most at this stage.”

  • Srujan Garimella

    Incoming Summer Risk Analyst @ J.P. Morgan

    “Working with Chase both in the classroom and on our fraternity’s executive board has been very rewarding. The intentionality behind his decision-making has taken us a long way.”