JO
James & Patricia O'Brien
95
Capacity score
82
Linkage
78
Interest
$40K
Ask range
LAI rating — Linkage · Ability · Interest
WealthEngine
Last updated Jan 14, 2026
82
/100
Linkage
Strong relationship to diocese leadership. Board-adjacent via Catholic Foundation. Personal introduction from Bishop.
95
/100
Ability
High capacity. Real estate holdings $2.1M. Business partner at First Catholic Bank. SEC filings indicate equity position.
78
/100
Interest
Active parishioner. CMA donor 8 consecutive years. Gala committee member. Named scholarship fund at Holy Cross.
Giving capacity estimate
WealthEngine
$25K–$50K
Estimated annual giving capacity
Range$25,000 — $50,000
$0$25K$50K$100K+
Lifetime capacity$500K–$1M (WealthEngine model)
Current ask range$40,000 — Cathedral Capital
ConfidenceHigh (87/100)
PercentileTop 8% of portfolio
Guru AI ask strategy
Updated today
Primary ask
$40,000 — Cathedral Capital Fund
Naming opportunity available at $25K threshold. Patricia mentioned legacy interest on Mar 28 call. Timing is optimal — Q2 cultivation complete.
Secondary ask
$5,000 DAF — clear overdue pledge installment
Remove friction on $12,500 pledge. Tax-efficient via DAF. Opens conversation about planned giving.
Propensity score 95/100 — highest-probability ask in pipeline for Q2 2026
RelSci relationship map
RelSci
Jan 14, 2026
15 connections identified · 4 have existing relationship to GiveCentral or Diocese
BK
Bishop Michael Kelly
Bishop, Diocese of St. Petersburg
Strength
DH
David Harrington
Chair, Catholic Foundation Board · Gala Committee
Strength
RC
Robert Callahan
Partner, O'Brien & Callahan LLP · Holy Cross Parish Council
Strength
TS
Thomas Sullivan
CEO, First Catholic Bank · Known O'Brien family — college peers
Strength
MG
Margaret Grant
VP Development, Catholic University · Gala attendee 2024
Strength
View all 15 RelSci connections →
Top linkage pathways
Strongest path
James → David Harrington → Bishop Kelly → Diocese (2 hops)
Direct connection
Bishop Kelly — personal introduction on file
Board overlap
Catholic Foundation Board (via Harrington)
Alumni network
Notre Dame '89 — shared with 6 other top donors
Mutual donors
Shares giving history with 4 existing $10K+ donors
Recent life events — RelSci alerts
Promoted to Managing Partner — O'Brien & Callahan LLP
Mar 2026 · Significant compensation event likely
First Catholic Bank — new board member appointment
Jan 2026 · Increases financial sector network
Son Sean O'Brien — accepted to Notre Dame Law
Dec 2025 · Catholic education connection strengthened
Real estate holdings
WealthEngine
$2,100,000 estimated total
14 Bayshore Blvd, Rocky River OH
$1,450,000
244 Lakewood Pkwy, Naples FL
$650,000
Business affiliations
WealthEngine
OC
O'Brien & Callahan LLP
Managing Partner (Mar 2026)
Primary
FC
First Catholic Bank
Board Member (Jan 2026)
Board
CF
Catholic Foundation
Advisory Board (2022–present)
Advisory
CU
Catholic University of America
Alumni Board (2018–present)
Alumni
Additional wealth indicators
WealthEngine
Political giving$18,500 (2020–2024)
Charitable giving$47,000 est. annually
SEC equityReported interest in 2 companies
Pension / retirementNot publicly available
Yacht / aircraft1 vessel registered (FAA)
FoundationO'Brien Family Fund — not public
Screening version history
4 screens on record
Jan 14, 2026
WealthEngine
RelSci
Current
Capacity ↑ $25K→$50K
Linkage ↑ 74→82
Interest = 78
+2 RelSci connections
Life event: promoted Managing Partner
Scheduled quarterly refresh · System automated
Oct 3, 2025
WealthEngine
Manual
Capacity = $25K–$40K
Linkage = 74
Interest ↑ 68→78
New RE: Naples property added
Manual refresh requested by Sarah Reynolds · Pre-cultivation meeting
Apr 8, 2025
WealthEngine
RelSci
Capacity = $25K–$40K
Linkage ↓ 79→74
Interest = 68
13 RelSci connections
Scheduled quarterly refresh · System automated
Jan 10, 2025
WealthEngine
Initial screen
Capacity $20K–$35K
Linkage 79
Interest 62
First screen · Prospect added to pipeline by Mike Donovan
Refresh schedule
FrequencyQuarterly (auto)
Next scheduledApr 14, 2026
ProvidersWealthEngine + RelSci
Alert on changeYes — capacity change ≥10%
Credits used4 of 100 annual allocation
Data confidence
Overall confidence87 / 100 — High
Real estatePublic records — verified
Business affiliationsSEC + press — verified
Income estimateModelled — not verified
Charitable givingEstimated from IRS data
RelSci connections15 verified relationships