Heritage is pleased to announce the promotion of Mike O’Brien from Vice President to Director. Mike is responsible for generating new investment opportunities, initial new investment evaluation, and developing and maintaining intermediary relationships.
“Mike has been a key contributor to the Heritage team since he joined us more than five years ago,” states Charlie Gifford, Senior Partner at Heritage. “Always diligent, always insightful. He has done a tremendous job developing and expanding our coverage of middle market intermediaries, and does a wonderful job representing Heritage to the multitudes of deal sources. The promotion is well-deserved, and we look forward to working with Mike for many years to come.”
“It has been a pleasure working with the team at Heritage,” says Mike, ” I have been very fortunate to learn from a partnership that is so cohesive and has established a great working culture over the past two decades. I look forward to executing more opportunities in our market utilizing our unique investment strategy.”
Prior to his time at Heritage, Mike was a Vice President at Silicon Valley Bank from 2011 to 2014. Earlier in his career, he spent two years at Stonebridge & Associates in Boston. Mike earned his B.A. from Tufts University.
