Senior Vice President–Wealth Management
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.
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.
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.