Meet Richard
Richard is a Director of Operations based in Boston, Massachusetts. He served as Chief Operating Officer, Chief Compliance Officer, and Shareholder of O’Brien Wealth Partners before the firm was acquired by Mercer Advisors in 2025. He earned a B.S. degree in electrical and computer engineering from University of Cincinnati and a M.S. degree in computer engineering from Northeastern University. He is also a CERTIFIED FINANCIAL PLANNER® professional.
His working style
Richard is the ultimate problem solver. He enjoys the challenge of analyzing the symptoms, identifying what is wrong, and finding the solution. He enjoys the feeling of finding the underlying factors and eliminating the bugs.
Richard in real life
Favorite thing about where you live?
I enjoy the South End neighborhood of Boston, Massachusetts for the mix of old brownstone homes with tons of cute shops and restaurants.
How do you give back?
I’m on the board of a Boston area theater company.
Why do you like working at Mercer Advisors?
Mercer Advisors attracts the best of the best and everyone has shareholder work ethic.
Meet Richard’s Teammates
Matthew Kelley
Financial Planner
What Richard Says
Matt leaves no stone unturned when digging into a client issue.
Elisabeth Zimmerman
Partner
What Richard Says
Lis brings an immense breadth of financial planning knowledge and years of client experience to every client situation.
Jill Fopiano
Partner, Sr. Wealth Advisor
What Richard Says
Jill can be very detail-oriented, but generally finds that the big picture outdoes all.
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