Global capabilities. Individual attention.

Private Wealth Management

At O’Leary Partners, we believe that keeping pace with today’s global markets demands intellectual authority and a deep understanding of complex wealth planning. Based at the UBS headquarters in New York City, our experienced, multigenerational team offers access to a full spectrum of capabilities that help us deliver on that goal. As an experienced Private Wealth Management team, we can serve as your liaison at the intersection of business, finance and global wealth management.

Advice for your evolving life
Your priorities may change at different points in your life. That’s why we keep a watchful eye on your short-term needs and your long-term goals by offering a thoughtful perspective on all of life’s critical financial decisions. We want to learn about the things you value most, clarify the goals you want to pursue and get a sense of the future you envision for your business and your family.

Start the planning conversation

Our advice is shaped by everything we learn about you, your family and your most important priorities. It’s our key responsibility to understand every facet of your life and wealth.
- John O'Leary

John O'Leary

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NY
- OR
- PA
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WV
With more than 25 years of industry experience, John’s approach to working with his clients begins with identifying their unique financial needs and goals. Once identified, he then shifts his focus to each client’s risk tolerance and combines these factors to offer his clients custom tailored strategies and solutions. John’s private wealth management team primarily focuses on professionals, business owners, doctors, retirees and women investors. Aside from working with individuals, John also has experience advising institutional clients in conjunction with UBS’s Business Development Group and Investment Bank.

Outside of UBS, John has appeared in Forbes and Research Magazines, serves on the Board of Trustees and Executive Board for Saint Leo University in Florida, and also serves as a board member for the Key West Art & Historical Society.

In his free time, John enjoys boating, reading and volunteering in his community. He and his wife, Karen, spend time between their residences in the Tri-State Area and South Florida and are parents to three adult children.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Saint Leo University , Bachelor's of Arts, magna cum laude
- Private Wealth Advisor
- Senior Portfolio Manager
- Series 7, 31, 63 and 65 securities licenses
1251 Avenue of the Americas
2nd Floor
New York, NY 10020
Christopher James Metter, CFP®, CRPC®

Associate Director

Senior Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- KY
- MA
- ME
- MN
- NC
- NH
- NJ
- NM
- NY
- OR
- PA
- SC
- TX
- VA
- VT
Christopher joined UBS as a Financial Advisor in 2013 after starting his career with Merrill Lynch Wealth Management. Christopher comes to us from the UBS Wealth Advice Center where he was the Head of Training and Financial Advisor Development. Christopher was responsible for the build of many successful training initiatives, committed to the development and growth of Financial Advisors.

In addition to his role at the Wealth Advice Center, Chris has held various positions across UBS, resulting in a deeper understanding of the firm’s resources and capabilities and, more importantly, the needs of clients. Christopher specializes in wealth management strategies that include cash management, advisory solutions, legacy planning, equity awards, mutual fund analysis, and portfolio recommendations. He is proficient in delivering in-depth retirement planning and utilizing Financial Goals Analysis to help his clients achieve their life long goals.

Chris and his wife, Katie reside in West Village, NYC. Chris is passionate about cars and enjoys spending his free time playing golf, skiing, and attending car meets
- Franklin & Marshall College, B.S. in Finance & Economics
- London School of Economics
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
- Series 7, 66, 9, and 10 securities licenses
1251 Avenue of Americas
2nd Floor
New York, NY 10020
Gabrielle Angelini O'Leary, CIMA®, CEPA®

Senior Wealth Strategy Associate
View bio
- CA
- CT
- DC
- FL
- GA
- IA
- IL
- MA
- MN
- ND
- NE
- NH
- NJ
- NM
- NY
- PA
- SC
- SD
- TX
- VA
- VT
- WI
As the second generation to join the growing family practice, Gabrielle is honored to robustly contribute to the legacy her father, John built from the ground level. She strives to deliver a multi-generational approach that addresses families' evolving priorities based upon their liquidity, longevity and legacy needs by creating a plan which can adapt to dynamic financial markets. Also, she plays an active role in legacy planning by establishing life-long relationships with their clients' spouses, children and grandchildren in order to help them achieve their short-term and long-term goals along with maximizing financial literacy and education.

Gabrielle has an extensive background in mutual fund and ETF sales from J.P. Morgan Asset Management and OppenheimerFunds which has led to strong knowledge of capital markets, investment research, risk measurement analysis along with portfolio construction. Additionally, she recognizes the evolving needs of their ultra-high net worth and high net worth clientele and purses niche education to help optimize their financial picture. Specifically, she holds the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago, Booth School of Business. Gabrielle also holds the Certified Exit Planning Advisor® (CEPA®) designation from the Exit Planning Institute which enables her to assist business owners in pre and post-sale planning, business succession planning and business community networking.

Furthermore, Gabrielle is an advocate for women both personally and professionally and frequently hosts women's only "Own Your Worth" investment seminars and speaks at women empowerment conferences on innovative and creative ways women can break the cycle of financial abdication and take control of their wealth.

Gabrielle lives in Miami, Florida with her husband, Drew.
- The University of Tampa, Bachelor of Science degree in Marketing and minor in Finance with honors
- Series 7, 63 and 65 licenses
- Certified Investment Management Analyst®
- Certified Exit Planning Advisor
100 SE 2nd Street
Suite 2500
Miami, FL 33131
Jake Leo Marsico, CRPC®

Wealth Strategy Associate
View bio
- AZ
- CA
- CT
- DE
- FL
- GA
- IL
- KY
- MA
- ME
- MN
- NC
- NH
- NJ
- NM
- NY
- OR
- PA
- SC
- TX
- VA
Jake joined UBS Financial Services following his graduation from Monmouth University in May of 2019. He earned a Bachelor of Science in Finance with a minor in Information Technology. He currently holds his SIE, Series 7 and 66 License as well as his Insurance License. Jake focuses primarily on client services, including operational and administrative duties, as well as marketing and business development.

Jake lives in Hoboken, NJ with his fiancé, Jillian. Outside the office he enjoys traveling and playing golf.
- Monmouth University, Bachelor of Science in Finance with a minor in Information Technology
- Series 7 and 66 licenses
- Chartered Retirement Planning Counselor℠
1251 Avenue of Americas
2nd Floor
New York, NY 10020

John O'Leary

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NY
- OR
- PA
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WV
With more than 25 years of industry experience, John’s approach to working with his clients begins with identifying their unique financial needs and goals. Once identified, he then shifts his focus to each client’s risk tolerance and combines these factors to offer his clients custom tailored strategies and solutions. John’s private wealth management team primarily focuses on professionals, business owners, doctors, retirees and women investors. Aside from working with individuals, John also has experience advising institutional clients in conjunction with UBS’s Business Development Group and Investment Bank.

Outside of UBS, John has appeared in Forbes and Research Magazines, serves on the Board of Trustees and Executive Board for Saint Leo University in Florida, and also serves as a board member for the Key West Art & Historical Society.

In his free time, John enjoys boating, reading and volunteering in his community. He and his wife, Karen, spend time between their residences in the Tri-State Area and South Florida and are parents to three adult children.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Saint Leo University , Bachelor's of Arts, magna cum laude
- Private Wealth Advisor
- Senior Portfolio Manager
- Series 7, 31, 63 and 65 securities licenses
1251 Avenue of the Americas
2nd Floor
New York, NY 10020
Christopher James Metter, CFP®, CRPC®

Associate Director

Senior Wealth Strategy Associate
View bio
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- KY
- MA
- ME
- MN
- NC
- NH
- NJ
- NM
- NY
- OR
- PA
- SC
- TX
- VA
- VT
Christopher joined UBS as a Financial Advisor in 2013 after starting his career with Merrill Lynch Wealth Management. Christopher comes to us from the UBS Wealth Advice Center where he was the Head of Training and Financial Advisor Development. Christopher was responsible for the build of many successful training initiatives, committed to the development and growth of Financial Advisors.

In addition to his role at the Wealth Advice Center, Chris has held various positions across UBS, resulting in a deeper understanding of the firm’s resources and capabilities and, more importantly, the needs of clients. Christopher specializes in wealth management strategies that include cash management, advisory solutions, legacy planning, equity awards, mutual fund analysis, and portfolio recommendations. He is proficient in delivering in-depth retirement planning and utilizing Financial Goals Analysis to help his clients achieve their life long goals.

Chris and his wife, Katie reside in West Village, NYC. Chris is passionate about cars and enjoys spending his free time playing golf, skiing, and attending car meets
- Franklin & Marshall College, B.S. in Finance & Economics
- London School of Economics
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
- Series 7, 66, 9, and 10 securities licenses
1251 Avenue of Americas
2nd Floor
New York, NY 10020
Gabrielle Angelini O'Leary, CIMA®, CEPA®

Senior Wealth Strategy Associate
View bio
- CA
- CT
- DC
- FL
- GA
- IA
- IL
- MA
- MN
- ND
- NE
- NH
- NJ
- NM
- NY
- PA
- SC
- SD
- TX
- VA
- VT
- WI
As the second generation to join the growing family practice, Gabrielle is honored to robustly contribute to the legacy her father, John built from the ground level. She strives to deliver a multi-generational approach that addresses families' evolving priorities based upon their liquidity, longevity and legacy needs by creating a plan which can adapt to dynamic financial markets. Also, she plays an active role in legacy planning by establishing life-long relationships with their clients' spouses, children and grandchildren in order to help them achieve their short-term and long-term goals along with maximizing financial literacy and education.

Gabrielle has an extensive background in mutual fund and ETF sales from J.P. Morgan Asset Management and OppenheimerFunds which has led to strong knowledge of capital markets, investment research, risk measurement analysis along with portfolio construction. Additionally, she recognizes the evolving needs of their ultra-high net worth and high net worth clientele and purses niche education to help optimize their financial picture. Specifically, she holds the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago, Booth School of Business. Gabrielle also holds the Certified Exit Planning Advisor® (CEPA®) designation from the Exit Planning Institute which enables her to assist business owners in pre and post-sale planning, business succession planning and business community networking.

Furthermore, Gabrielle is an advocate for women both personally and professionally and frequently hosts women's only "Own Your Worth" investment seminars and speaks at women empowerment conferences on innovative and creative ways women can break the cycle of financial abdication and take control of their wealth.

Gabrielle lives in Miami, Florida with her husband, Drew.
- The University of Tampa, Bachelor of Science degree in Marketing and minor in Finance with honors
- Series 7, 63 and 65 licenses
- Certified Investment Management Analyst®
- Certified Exit Planning Advisor
100 SE 2nd Street
Suite 2500
Miami, FL 33131
Jake Leo Marsico, CRPC®

Wealth Strategy Associate
View bio
- AZ
- CA
- CT
- DE
- FL
- GA
- IL
- KY
- MA
- ME
- MN
- NC
- NH
- NJ
- NM
- NY
- OR
- PA
- SC
- TX
- VA
Jake joined UBS Financial Services following his graduation from Monmouth University in May of 2019. He earned a Bachelor of Science in Finance with a minor in Information Technology. He currently holds his SIE, Series 7 and 66 License as well as his Insurance License. Jake focuses primarily on client services, including operational and administrative duties, as well as marketing and business development.

Jake lives in Hoboken, NJ with his fiancé, Jillian. Outside the office he enjoys traveling and playing golf.
- Monmouth University, Bachelor of Science in Finance with a minor in Information Technology
- Series 7 and 66 licenses
- Chartered Retirement Planning Counselor℠
1251 Avenue of Americas
2nd Floor
New York, NY 10020

The global access and opportunity of UBS Private Wealth Management

Through the exclusive UBS Private Wealth Management division, our team can truly “deliver the firm”—accessing our global investment and banking platforms and the financial and intellectual strengths of our experts worldwide. Whatever your objective—growing wealth, leveraging wealth or transferring wealth—we are ready to help you address the challenge.

Advanced planning
Family and Philanthropy Advisory Services
Strategic philanthropy
Portfolio Advisory Group
Insurance review
Wealth management research
The UBS Investment Bank

Planning helps guide you forward

Our team has the insight and broad access to UBS resources to provide comprehensive planning advice and opportunities from across the firm and around the globe. We’re committed to being proactive and collaborative.

Guided by our planning tool, Financial Goal Analysis (FGA), we provide custom assessment of your current financial situation, which helps create a road map for moving forward. Our team offers a balanced point of view as you face each life event, navigate retirement or plan your legacy.

Liquidity. Longevity. Legacy.
Our process starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key 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.

^{Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantees that wealth, or any financial results, can or will be achieved.}

Investing based on your priorities

Have you thought about your “exit strategy” if market volatility gets past your comfort zone? By listening and aligning with your goals, we focus on investment strategies that seek to mitigate risk and build diversified portfolios across asset classes. We help make the complex clear.

Portfolio management
Our team is grounded in the best practices of prudent asset allocation and risk management. We build custom investment strategies based on a professional system for identifying the most tax-efficient and risk-conscious ways to construct your portfolio.

Asset allocation
We help determine an asset allocation strategy appropriate for your goals. Prudent and disciplined, we offer an open platform of investment solutions so we can hone in on what’s most appropriate for your retirement goals.

Tax-advantaged strategies
Our team can work with you and your tax and legal advisors to develop tax-advantaged solutions.

Relationships that last a lifetime

Our aim is to develop the kind of trust and efficiency that is helpful in every aspect of your financial life. Exemplary service is the key to building long-lasting relationships. Here’s what you can expect:

Customized client service
Our entire team is highly accessible, offering consistent communication and ongoing reviews. Responsive and attentive, we have built long-lasting relationships by offering robust service that anticipates your needs.

A focus on transparency
We work for you and always put your needs first. Because we keep your best interests at heart, we put a premium on transparency, specifically about the actions we take, the information we provide and how we structure our fees.

Bringing together the best resources
By working closely with your tax, legal and insurance advisors, as well as our network of financial experts, we can incorporate all perspectives into one integrated approach.

Educational events
We offer a number of engaging and informal opportunities for prospects and clients to gain insight into a range of topics, including the UBS Own Your Worth program designed specifically for women, as well as events to learn more about luxury lifestyle real estate and senior assisted living.

Advice for business owners, entrepreneurs, and senior executives

There are so many factors that come into play when you’re considering selling your business. While it’s never an easy decision, our involvement in the very early stages of your thinking can add important insight into helping you exit strategically—and confidently—from what’s likely one of the most significant investments of your life.

Senior executives often have a number of critical planning needs—from tax-efficient management of complex equity compensation to guidance on the financial implications of career transition. Whether you are executing stock options or selling shares within a corporate window, we can educate you about your choices and the impact they may have on your overall wealth plan.

Women and wealth

Whether you’re an established executive seeking to take a more significant role in household financial decisions, or you’d like to improve your current balance sheet, we believe good planning insight is necessary—no matter where you are in your life. Our process focuses on you, your priorities and the beliefs that can either hinder or empower you to take your finances to the next level. We can provide thoughtful advice to help you pursue your most important goals with confidence.

Multigenerational families

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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

Global capabilities. Individual attention.

Private Wealth Management

John O'Leary

Christopher James Metter, CFP®, CRPC®

Gabrielle Angelini O'Leary, CIMA®, CEPA®

Jake Leo Marsico, CRPC®