Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Katelyn O’Hara joins UBS Wealth Management as a Senior Wealth Strategy Associate. Her areas of focus include traditional and alternative asset classes, addressing concentrated wealth issues, multi-generational wealth transfers, and assisting entrepreneurs with exit planning. Katelyn works with her advisors to build a successful practice focused on high net worth families and individuals.
Katelyn is a Chartered Financial Analyst (CFA®) and holds a Bachelor of Science in Economics and Finance from University College Dublin, Ireland. Outside of work, Katelyn enjoys swimming and jiving to Irish country music.