Experience

That inspires confidence

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Anthony "Tony" O'Callaghan

Senior Vice President–Wealth Management

Financial Advisor

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.

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

Education

  • Michigan State University, B.A. Economics
299 Park Avenue
26th Floor
New York, NY 10171

Email Me

tony.ocallaghan@ubs.com
Anthony "Tony" O'Callaghan
299 Park Avenue,New York,NY,10171

Colton Joel "Joel" Helbig, CFP

Associate Director

Senior Wealth Strategy Associate

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.

Registered States:
  • 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

Education

  • Pace University, Lubin School of Business, B.A. Business Management
1285 Avenue Of The Americas
New York, NY 10019

Email Me

joel.helbig@ubs.com
Colton Joel "Joel" Helbig, CFP
1285 Avenue Of The Americas,New York,NY,10019

William Lezama

Wealth Strategy Associate

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.

Registered States:
  • 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

Education

  • University of Miami, Finance, Minor in Accounting
1285 Avenue Of The Americas
New York, NY 10019

Email Me

william.lezama@ubs.com
William Lezama
1285 Avenue Of The Americas,New York,NY,10019