Management Team

John Henry – President and CEO - Email

John Henry is currently the President and CEO of OBS Financial Services, Inc. His previous experience began over twenty years ago with CUNA Mutual Group in Madison, WI where he held the position of Senior VP, Members Financial Services & Member Sales until 2006. He was responsible for strategy development and the execution of sales, and product distribution of insurance and brokerage services to retail customers through financial institutions. John has extensive experience in the financial services industry and the delivery of insurance and brokerage products; especially in the bank and credit union channel. Throughout the years, John has served on numerous boards including: Credential Securities (Director) 2003-2006, Members Trust Company (Director) 2002-2006, CUNA Brokerage Services (Director) 2000-2006. He holds a Bachelor’s Degree in Economics from The University of Toledo and has his FINRA Series 7, Series 24 and Series 65 securities registrations.He holds a Bachelor’s Degree in Economics from The University of Toledo and has his series 7 and 24 securities registration held with an affiliate OBS Brokerage Services, Inc..

Catherine Farley – Chief Operating Officer - Email
Catherine Farley is the Chief Operating Officer at OBSFS. She has an impressive 20-year career in business process improvement, cost reduction, change management, and mergers and acquisitions. She most recently served as the Chief Financial Officer and Treasurer for Telemus Capital Partners, LLC, a privately-held investment firm (with a Broker-Dealer and Registered Investment Advisor) with approximately $2 billion in assets under management. At Telemus, Catherine led mergers and acquisitions, accounting, finance, human resources, information technology, performance reporting and billing and various strategic initiatives. She also managed various aspects of operations, compliance, and clearing firm relationships during her tenure.

Prior to joining Telemus, Catherine was the Chief Financial Officer of H&R; Block Financial Advisors and held various other roles when it was OLDE Discount Corporation. She was an Allied Member of the New York Stock Exchange. 

Catherine joined OBS in January of 2013. She holds a Bachelor of Business Administration with an emphasis in Accounting from the University of Michigan, Ross School of Business. She also is a graduate of the Wharton Securities Industry Institute Leadership Program. In addition, she has her FINRA Series 7, Series 24, Series 27, Series 53, Series 55, and Series 65 licenses. She is also a Certified Public Accountant.

 
Barb Mulhern - Chief Marketing and Product Officer - Email

Barb Mulhern oversees OBSFS marketing efforts, as well as, its investment product offerings to its clientele base. She previously served as Director of Investment Solutions at KeyBank where she was primarily responsible for developing investment strategy and enhancing Key Private Bank’s investment capabilities. Prior to rejoining KeyBank, Barb worked as a Managing Director at National City Bank where she was tasked with establishing the firm’s capability in offering third party investment solutions to its high net worth clients. She was responsible for product due diligence, manager selection, portfolio construction and performance measurement reporting.

Barb joined OBS in April of 2012. She holds a Bachelors of Science in Economics from John Carroll University and a Masters in Business Administration from Case Western Reserve University. In addition, she holds the designations of Certified Financial Planner (inactive) and Certified Investment Management Analyst and previously attained her Series 7, Series 63 and Series 65 registrations.