The OCH Group

110 N Wacker Dr
Chicago IL 60606
(312) 499.4675
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The OCH Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Robert O'Brien
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2025
(Published on April 8, 2025. Rankings based on data as of June 30, 2024.)
About Us
Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Meet Our Team
Robert O'Brien,

CIMA®, CPFA®

Senior Vice President, Wealth Management Advisor
312.499.4675
Benjamin Liener,

CPFA®

Senior Vice President, Senior Financial Advisor
312.269.5065
Seamus Carney,

CPFA®, CRPC™

Assistant Vice President, Senior Financial Advisor
312.269.5177
Garrison Schilling,

CPFA®

Senior Financial Advisor
312.269.5152
Rondell Richardson,

CRPS™

Assistant Vice President, Investment Management Specialist
312.499.4662
Gail R Porter
Registered Wealth Management Client Associate
312.269.5118
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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.