Barb Mulhern – Chief Marketing & Product Officer
Barb Mulhern oversees OBS Financial’s marketing efforts and investment product offerings. She previously served as Director of Investment Solutions at KeyBank, where she was responsible for developing investment strategy and enhancing Key Private Bank’s investment capabilities. 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 also responsible for product due diligence, manager selection, portfolio construction, and performance measurement reporting, prior to rejoining KeyBank.
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.