Tom O' Brien is a partner and co-founder of SumRidge Partners. He earned a BS in Economics from the University of Scranton in 1986 and an MBA from Fordham University in 1993. Following graduation, Tom took a job trading mortgage-backed securities on the institutional trading desk at Dean Witter. After five years of trading, Tom was asked to run the retail mortgage desk, and was eventually promoted to head of all retail trading for Morgan Stanley Retail Capital Markets.
In 2008, Tom was named Co-Head of Morgan Stanley Smith Barney Capital Markets, where he began focusing on strategic initiatives for the firm, in addition to his daily responsibilities as head of risk for the division. Over the course of his career at Morgan Stanley, Tom served on the firm's risk committee, as well as on Morgan Stanley Smith Barney's Management Committee.
In 2010, Tom left Morgan Stanley to start SumRidge Partners, a fixed income specialist firm and principal based market maker in investment grade and high yield corporate bonds, municipal bonds, and institutional preferred securities.
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