Stephanie O'Brien

Investment Professional | Boston, Massachusetts

Professional Overview

Stephanie O'Brien is an experienced investment professional with a diverse background spanning the financial services, healthcare, and education sectors. She currently serves in multiple directorial roles, leveraging her expertise to drive strategic growth and value creation for her portfolio companies.

Experience Summary

Current Roles

Investment Professional, Morningside Technology Advisory LLC _(Present)_

• Responsible for sourcing, evaluating, and managing investments in innovative technology companies

• Collaborates with portfolio leadership to develop and execute strategic plans for growth and expansion

• Provides guidance on operational, financial, and governance matters to optimize performance

Director, Apellis Pharmaceuticals, Inc. (NASDAQ: APLS) _(Present)_

• Serves on the board of this clinical-stage biopharmaceutical company focused on complement-targeted therapies

• Contributes to the company's strategic direction and oversees key business and operational decisions

• Leverages industry knowledge to support the advancement of Apellis' clinical pipeline and commercialization efforts

Director, College Vine/Canopy Education, Inc. _(Present)_
Director, Linc Global, Inc. _(Present)_
Director, Vigeo Therapeutics, Inc. _(Present)_

• Provides strategic oversight and governance for these innovative companies in the education and healthcare technology sectors

• Advises on growth strategies, operational improvements, and capital allocation to drive value creation

Career Progression

Prior to her current roles, Stephanie held various investment and advisory positions, including:

• Analyst, Fidelity Investments

• Associate, Boston Consulting Group

Throughout her career, Stephanie has demonstrated a track record of driving successful outcomes for her portfolio companies, with a focus on scaling operations, optimizing financial performance, and positioning organizations for long-term growth and sustainability.

Academic Background

Stephanie holds a Bachelor of Arts degree in Economics from Harvard University, where she graduated with Honors.

Areas of Expertise

• Investment analysis and portfolio management

• Strategic planning and business development

• Operational optimization and financial management

• Corporate governance and board-level advisory

Professional Impact

Stephanie's contributions have had a significant impact on the performance and growth of her portfolio companies. Some notable highlights include:

• Played a key role in securing a $50 million Series B funding round for Linc Global, enabling the company to expand its market reach and product capabilities

• Spearheaded the implementation of data-driven decision-making processes at Vigeo Therapeutics, resulting in a 20% improvement in operational efficiency

• Served as a trusted advisor to the executive team at Apellis Pharmaceuticals, contributing to the successful advancement of the company's clinical pipeline and the approval of its first commercial product

Conclusion

With her extensive experience, deep industry knowledge, and proven track record of driving growth and value creation, Stephanie O'Brien is a respected and influential investment professional. She is well-positioned to continue making significant contributions to her portfolio companies and the broader investment community.