Trust. Collaboration. Results.

Your wealth encompasses so much more than your investments. The Bosphorus Wealth Management Group brings over two decades of experience creating personalized financial strategies for successful individuals, business leaders and families with complex financial needs.

From trust and estate planning with your attorney to consulting with your tax advisors, The Bosphorus Wealth Management Group collaborates closely with your trusted professionals to identify your priorities, concerns, and opportunities. Our holistic financial planning approach allows you to best pursue what matters most to you. We strive to organize, simplify, and quarterback your life by providing clarity around intricate financial issues. Backed by the vast resources of UBS Private Wealth Management, we deliver exceptional solutions, strategies, and advice that goes well beyond investing—securing your legacy now and into the future.

Bosphorus team photo

You. Connected.

Private Wealth Management

As part of Private Wealth Management, we are able to connect you to firmwide experts, thought leaders and premier resources.

Our story

What’s in a name? In our case, it’s all about connection. Istanbul’s legendary Bosphorus Strait connects the Black Sea to the Sea of Marmara, facilitating daily global trade between Europe and Asia. As a highly accredited team of advisors connecting you to experts and leaders throughout UBS, our name embodies the path to global opportunities. Read on for our individual bios.

Private Wealth Advisors

  • Mehmet Kirdar

    Mehmet Kirdar

    Financial Advisor

    Senior Portfolio Manager

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    • AZ
    • CA
    • CT
    • FL
    • IL
    • IN
    • KS
    • MA
    • MD
    • NC
    • NJ
    • NY
    • OK
    • PA
    • SC
    • TX
    • VA
    • WA

    Experience learning from industry leaders
    Mehmet began his career as an institutional sales trader and was immersed in dynamic and ever-evolving market environments. He worked with seasoned portfolio managers, hedge funds and proprietary desk traders, and built an investment philosophy based on some of the industry’s best minds during different market cycles. Mehmet applies his years of practical experience and exceptional wealth management knowledge when guiding clients to make well-informed decisions. Passionate about offering a high-touch, personalized experience, he builds long-term relationships characterized by integrity, accountability and timely follow-up.

    Values and trust built on listening and relationships
    As a founder of Bosphorus Wealth Management Group and lead Private Wealth Advisor, Mehmet is laser-focused on developing and maintaining relationships with our team’s clients, all in support of delivering exceptional wealth planning services and maximizing outcomes. Our team’s values are built upon always putting our clients’ needs first, and always listening for what is most important to them.  

    By working with only a select number of clients, Mehmet and the team are able to focus on building and maintaining relationships, which allows us to dive deep into clients’ varying needs and problem-solve accordingly. Drawing on the depth and breadth of resources at UBS, Mehmet and his team address the complex challenges that come with managing clients’ significant wealth, helping them define and achieve their goals and securing their legacy well into the future.

      The ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

      • Georgetown University, Edmund A. Walsh School of Foreign Service, B.S., international economics
      • Columbia University, M.I.A. international finance and banking
      • Senior Portfolio Manager
      1251 Avenue of Americas
      2nd Floor
      New York, NY 10020

    Strategic Partners

    • O'Hara Headshot

      Michael J. O'Hara III, CFP

      Financial Advisor

      Senior Portfolio Manager

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      • AZ
      • CA
      • CT
      • DE
      • FL
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • NC
      • NJ
      • NY
      • OK
      • PA
      • SC
      • TX
      • VA
      • WA

      Commitment and accountability as core values
      Michael’s commitment to clients and the team is the genuine driver of everything he does. He has significant background and experience in all facets of wealth management. Given his lifelong commitment to learning and staying abreast of the evolving industry, Michael works to develop a strong knowledge of the current financial industry landscape to leverage for the benefit of clients and their wealth planning situations.

      Michael prides himself on doing what he says he is going to do and doing it in a timely manner.  He feels it is important to provide clients with consistent support, insight and perspective in concert with each family’s wealth plan, making sure their concerns and goals are guiding the strategy.

      Michael has been a member of teams as small as three and as large as 18, providing him with broad and deep exposure to different ideas, clients and situations. Everything Michael does is anchored in helping clients pursue their financial goals and are aligned with their core values.

      Dedication and loyalty drive our vision
      Michael understands that wealth management is about more than investing. Through strategic planning and a comprehensive approach, Michael helps to create and implement the team’s investment vision, leading and executing in areas such as fixed-income strategy, portfolio construction and alternative investments. In fact, he  draws on the depth and breadth of UBS’s global resources—including tailored lending, family office services and research—to help address clients’ distinct challenges and concerns. Michael is committed to providing dependable, integrated solutions for clients, anchoring his philosophy in consistency, transparency and loyalty.

        The ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

        • Green Mountain College, B.S., business
        • Hofstra University, Frank G. Zarb School of Business, M.B.A. with distinction, management
        • Senior Portfolio Manager
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Portfolio Manager®
        • Series 7 and 66 securities licenses
        • Life and health insurance licenses
        1251 Avenue of the Americas
        2nd Floor
        New York, NY 10020
      • Meghan O'Shaunessy

        Meghan O'Shaughnessy

        Authorized Officer

        Senior Wealth Strategy Associate

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        • AZ
        • CA
        • CT
        • FL
        • IL
        • IN
        • MA
        • MD
        • NC
        • NJ
        • NY
        • OK
        • PA
        • SC
        • TX
        • VA
        • VI
        • WA

        Passion and integrity are guideposts
        Inspired by her father’s fulfilling career in financial services, Meghan always knew that following his footsteps into wealth management would be a natural fit. With over a decade of experience, she draws upon a wide range of disciplines allowing her to guide clients through the complex issues surrounding the growth and preservation of their wealth. Meghan is passionate about cultivating collaborative client relationships. She has a natural ability to empower clients, ensuring they and their families feel taken care of, their voices are heard and they have a reliable advisor guiding them toward well-informed decisions.

        Guiding clients to achieve what matters most
        Meghan plays a critical role in her team’s efforts to offer comprehensive, personalized planning and investment solutions, with the goal of helping clients secure their legacy. Foremost in Meghan’s thinking is creating a personalized plan, instilling confidence through various life stages and the ever-changing market environment. When evaluating each client’s unique situation, she draws on her extensive experience, professional network and the full scope of resources available across UBS’s deep global presence to address what matters most.

        Life
        Meghan, her husband Dan and their son reside in the South Shore of Massachusetts. She is committed to community service and supports organizations such as the Make-A-Wish Foundation and Cure HHT. Meghan enjoys golfing, skiing, traveling and boating, as well as spending time with her family, friends and French bulldog.

          The ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

          • University of South Carolina, Darla Moore School of Business, B.S., business administration
            1251 Avenue of Americas
            2nd Floor
            New York, NY 10020
          • Angela DiMercurio

            Angela DiMercurio

            Client Associate

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            • NY

            Curiosity and drive deliver excellence
            Angela credits her drive to the knowledge she gained growing up in a family of business owners. With a background in sociology and a knack for engaging with people and building on relationships, Angela is passionate about working closely with clients to understand their unique concerns and challenges. She always puts their goals and interests at the center of all she does on their behalf.

            Building on experience to strengthen relationships
            Angela manages the day-to-day processes and administration for her team, including educating clients on account services and capabilities, planning events and driving the team’s marketing and communications. Patient and curious, Angela recognizes that every engagement with a client is a chance to broaden her skills and learn more about wealth management. She enjoys the opportunity to apply what she learns to serving clients and her team in a way that goes beyond their expectations.

            Life
            Originally from North County, San Diego, Angela moved to New York City in August 2014 to attend St. John’s University. She loves hiking, skiing and attending concerts. She also enjoys traveling abroad and within the US and spending time with family and friends.

              The ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

              • St. John’s University , B.S., magna cum laude, communication arts
              • St. John’s University, M.A., sociology
              • Series 7 and 66 securities licenses
              1251 Avenue of Americas
              2nd Floor
              New York, NY 10020

            Advice for who you are

            Everyone is different. So we offer focused advice specifically geared to where you want to go—and help you get there.

            Advice for who you are

            Business owners and entrepreneurs

            Business owners and entrepreneurs

            Family offices

            Family offices

            Tailored lending and cash management

            Tailored lending and cash management

            Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and achieve your future financial goals—and life goals after you step away.

            Partnering with resources across UBS, including the Global Family Office, the Family Office Services Group as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            Best

            Global private bank services, 2016-2022
            Euromoney Private Banking and Wealth Management Survey, 2022

            Financial strength

            Driving confidence.
            Aa3 (stable) Moody’s
            A+ (stable) Standard & Poor’s

            UBS AG, long-term senior secured debt rating. As of 11/23/2021