Chief Growth Officer
Rothschild Wealth Partners
Mac O'Brien is the Chief Growth Officer of Rothschild Wealth Partners, a $8+ billion wealth management firm, where he leads the firm's strategic growth initiatives across mergers and acquisitions, organic growth, enterprise relationships, and innovation. In addition to driving the firm's expansion strategy, Mac spearheads Rothschild's artificial intelligence initiatives, helping integrate AI into advisor workflows, client experience, and operational efficiency.
With more than 20 years of experience in financial services, Mac has built a career helping investment and wealth management firms accelerate growth. Prior to joining Rothschild Wealth Partners, he served as Head of U.S. Investment Distribution at Morningstar Wealth, where he led national distribution efforts and partnered with leading broker-dealers, RIAs, and financial advisors across the country to execute the firm's growth strategy.
Earlier in his career, Mac held Managing Director positions at Zacks Investment Management, Dearborn Capital Management, and Astor Investment Management. Throughout his career, he has led teams spanning sales, marketing, national accounts, and business development, while contributing to firm strategy, product innovation, and organizational growth. He began his career in equity research, developing a foundation in quantitative modeling and portfolio construction.
A frequent speaker on the future of the wealth management industry, Mac shares practical insights on M&A, advisor growth, artificial intelligence, and the evolving competitive landscape for RIAs and hybrid firms. His focus is helping firms leverage emerging technologies and strategic growth initiatives without losing the personal relationships that define exceptional client service.
Mac earned his B.A. in Economics from the University of Michigan.
The explosion of AI tools aimed at the wealth management industry has created both opportunity and confusion. Advisors and firm leaders are now faced with a critical question: which AI solutions truly enhance the client experience and operational efficiency.
This session explores how forward-thinking advisory firms are evaluating AI platforms, integrating them into existing systems, and ensuring they work together seamlessly across CRM, planning software, portfolio management, and client communication tools. Panelists will discuss how firms are thinking about build-versus-buy decisions, managing vendor relationships, and avoiding redundant technology as AI capabilities evolve.
Attendees will gain a framework for designing a tech stack that supports AI-driven insights, workflow automation, and scalable client engagement without overwhelming advisors or creating new operational silos.