Global access. Strategic solutions.

Private Wealth Management

[PWM] Madrid, Spain

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

  • Tony O'Callaghan Profile Photo

    Anthony "Tony" O'Callaghan

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CT
    • DC
    • FL
    • GA
    • HI
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TX
    • UT
    • VT

    Mr. O'Callaghan has over 40 years of experience as an investment professional. Prior to joining UBS Financial Services Inc. in 2015, he was with Credit Suisse for 21 years.  Mr. O'Callaghan's focus is on providing wealth management solutions for corporations, foundations and pension plans as well as senior corporate officers, family offices and high net worth individuals.  Mr. O'Callaghan was among the most senior advisors at Credit Suisse and was a perennial Chairman's Club member. He works closely with his clients with a focus on asset allocation, estate planning, and fixed income. He earned his BA in Economics from Michigan State University.  In addition to his securities licenses, he also holds a series 3 futures license and an insurance license for New York State.

      • Michigan State University, B.A. Economics
        299 Park Avenue
        26th Floor
        New York, NY 10171
        tony.ocallaghan@ubs.com
        Anthony "Tony" O'Callaghan
        299 Park Avenue,New York,NY,10171
      • Joel Helbig Profile Photo

        Colton Joel "Joel" Helbig, CFP

        Associate Director

        Senior Wealth Strategy Associate

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        • AZ
        • CA
        • CT
        • DC
        • FL
        • GA
        • IL
        • IN
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • NC
        • NJ
        • NY
        • OH
        • PA
        • RI
        • SC
        • TX
        • UT
        • VA
        • VT

        Joel has over 15 years of experience working in private wealth management.  Prior to joining UBS, he worked with Mr. O'Callaghan in the Private Banking Division at Credit Suisse.  Joel acts as the teams COO.  He is fully registered and experienced in equity and fixed income trading, structured securities, margin, and asset allocation.  He closely follows the firm's research and is very aware of how that research relates to our client's security holdings.  He earned his BA in Business Management from Pace University, Lubin School of Business in New York City. He is a Certified Financial PlannerTM.

          • Pace University, Lubin School of Business, B.A. Business Management
            1285 Avenue Of The Americas
            New York, NY 10019
            joel.helbig@ubs.com
            Colton Joel "Joel" Helbig, CFP
            1285 Avenue Of The Americas,New York,NY,10019
          • William Lezama Profile Photo

            William Lezama

            Wealth Strategy Associate

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            • AZ
            • CA
            • CT
            • DC
            • FL
            • GA
            • IL
            • IN
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • NC
            • NJ
            • NY
            • OH
            • PA
            • RI
            • SC
            • TX
            • UT
            • VA
            • VT

            William is fully registered and moved with his previous team from Lehman Brothers. Shortly after moving to UBS, he joined the Branch Service Associate team within UBS Private Wealth Management. William joined Tony and Joel's team in April 2016. He brings to the team his considerable operations and client service experience from his previous positions as an Operations Analyst in the Retail Client Margin Department at Lehman Brothers and as a Branch Service Associate within UBS Private Wealth Management. He is a graduate of the University of Miami, with a degree in finance and a minor in accounting. William resides in Hoboken, NJ.

              • University of Miami, Finance, Minor in Accounting
                1285 Avenue Of The Americas
                New York, NY 10019
                william.lezama@ubs.com
                William Lezama
                1285 Avenue Of The Americas,New York,NY,10019

              Wealth, from your point of view

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