Isabelle Obrien

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 06/2020
  Byram Hills High School
  Armonk, NY
• 06/2020 → 08/2020
  Unemployed
  Armonk, NY
• 08/2020 → 05/2021
  Lehigh University
  Bethlehem, PA
• 05/2021 → 08/2021
  Unemployed
  Armonk, NY
• 08/2021 → 05/2022
  Lehigh University
  Bethlehem, PA
• 06/2022 → 08/2022
  World Cup Gymnastics
  Chappaqua, NY
• 08/2022 → 05/2023
  Lehigh University
  Bethlehem, PA
• 06/2023 → 08/2023
  Blue Hippo Esop Advisors Inc.
  White Plains, NY
• 08/2023 → 05/2024
  Lehigh University
  Bethlehem, PA
• 07/2024 → 04/2025
  Blue Hippo Esop Advisors Inc.
  White Plains, NY
• 04/2025 → Present
  Morgan Stanley
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-24
• S63 Uniform Securities Agent State Law Examination
  2024-11-17