Brendan P. Obyrne
Private Wealth Management Analyst @Skypath Private Wealth
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WORK HISTORY
Private Wealth Management Analyst @Skypath Private Wealth
Short Hills, NJ, US
Private Wealth Management Summer Intern- Completed a dynamic summer internship within a leading private wealth management firm, gaining comprehensive exposure to the core functions that drive success in serving high-net-worth and ultra-high-net-worth clients. Contributed to client service initiatives, portfolio analysis, and financial planning projects. Key Responsibilities & Achievements- Client Service & Relationship Building: Supported the preparation and execution of client meetings, including assembling investment review books, compliance documentation, and tailored presentations.Portfolio Analysis & Financial Planning- Engaged in asset allocation, capital markets positioning, and wealth planning activities. Inputted data into financial planning software.Project Leadership- Took ownership of a key internship project, delivering actionable insights on market trends and investment opportunities.Professional Development- Benefited from one-on-one mentoring, technical training, and networking opportunities with industry leaders. Developed critical thinking, time management, and organizational skills. Outcome & Skills Gained- Comprehensive Industry Insight: Acquired a practical understanding of investment management, financial planning, risk management, and client relationship strategies.Technical Proficiency: Enhanced expertise in AI (JUMP AI), financial planning software (e.g, eMoney) & CRM systems. Professional Growth- Strengthened analytical, research, and interpersonal skills, preparing for a future career in finance and wealth management.
EDUCATION
Miami University
Sports Marketing & Minor in Business
ABOUT BRENDAN P. OBYRNE
I am a rising Junior at Miami University in Oxford, Ohio, where I major in Sports Marketing & Leadership with a minor in Business. I am a current member of the Real Estate Club at Miami University. Vice President of Early Financing Club. This summer, I have the privilege of working directly with the team at SkyPath Private Wealth, as a summer analyst. Collaborating on business development strategies and spearheading new initiatives. I conducted market research, analyzed trends, and assessed risks to support data-driven investment strategies. I contributed to marketing, prepared clear reports and presentations, and provided administrative support to ensure smooth project execution while collaborating on cross-functional initiatives. I have developed a strong passion for wealth management and commercial real estate, fueled by the insights and hands-on experience gained during my internships. These opportunities deepened my understanding of both industries and gave me a true appreciation for the dynamic and interconnected nature of real estate and finance.
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