A collaboration that puts you first

oleary partnership full image

John O’Leary and Mike Giacone are the leaders and founders of their respective Wealth Management teams. Giacone Partners joined UBS from Morgan Stanley and O’Leary Partners from Wachovia, both in 2009. As strategic partners, our teams seek to deliver comprehensive and complementary advice and solutions.

Our partnership enhances our ability to help clients pursue their financial goals and feel confident about their future.

- John O’Leary

The relationship

The partnership

The benefits

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager