Bill O’Brien
Chief Client Officer
Currently serving as the Chief Client Officer, Bill O’Brien joined PPR Capital Management in 2022 as the Director of Investor Relations. Bill is responsible for ideating and designing innovative programs to ensure the client base is front and center in everything the company does. He also oversees the Investor Relations team and by ensuring a client-centric business model, Bill will help improve the customer experience, and ultimately drive revenue growth opportunities with existing and future investors. He is passionate about providing first-class investor experience and educating clients in all aspects of PPR Capital’s investment offerings.
Prior to joining PPR, Bill held several roles over the span of his thirty year career in sales, marketing, and new business development. Most recently, at SEI, as a member of the Private Wealth Management team, he advised high-net-worth families in the areas of investment, philanthropy, and estate planning.
Bill’s expertise in lead generation, new business development and pipeline management were honed during his tenure as a financial advisor at Merrill Lynch, an Executive Director of BLOCS, a local non-profit, and fifteen years in the specialty chemical industry. Bill graduated from St. Joseph University with a Bachelor’s degree in Chemistry.