Myranda "Mimi" O'Bara has spent the past 25 years devoted to serving individual clients, small institutions, and not-for-profit organizations by developing and implementing investment strategies, setting portfolio structure, and providing the highest level of client service. Mimi is concerned with both the financial and personal success of her clients and is also a highly regarded expert in the area of women in investing. Prior to joining Oakmont Partners, Mimi held senior positions at PNC Bank, New England, and was a founding partner and Managing Director at Johnson Illington Advisors. She also established the nationally distributed Fund for Charitable Giving, and has served as Chair of the Fund’s Board of Directors.

"The partners at Oakmont are all focused on the same task: to deliver the best possible service and results. We establish a personal connection with each of our clients and are equipped to offer them superior investment management as well as a host of other lifestyle services."
—Mimi O'Bara

617-227-3170