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

UBS Private Wealth Management

You. Connected.

There are two sides to every dream. When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.

Dreamers and doers
Intellects and experts
Planners and practitioners

They inform our thinking, fuel our ambitions and help us invest for a better world. And they’re here.

You. Connected.

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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
1285 Avenue Of The Americas
New York, NY 10019
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.

Furthermore, Gabrielle is an advocate for women and frequently hosts "Own Your Worth" investment seminars and speaks at women empowerment conferences on ways women can break the cycle of financial abdication and take control of their wealth. Also, she is committed to the Miami area by being an active participant in the Greater Miami Chamber of Commerce and United Way Miami.

Gabrielle lives in Brickell, Miami with her husband, Drew. She enjoys exploring new restaurants, running and boating.
- 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
1285 Avenue Of The Americas
New York, NY 10019

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
1285 Avenue Of The Americas
New York, NY 10019
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.

Furthermore, Gabrielle is an advocate for women and frequently hosts "Own Your Worth" investment seminars and speaks at women empowerment conferences on ways women can break the cycle of financial abdication and take control of their wealth. Also, she is committed to the Miami area by being an active participant in the Greater Miami Chamber of Commerce and United Way Miami.

Gabrielle lives in Brickell, Miami with her husband, Drew. She enjoys exploring new restaurants, running and boating.
- 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
1285 Avenue Of The Americas
New York, NY 10019

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As of 12/31/2022

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UBS Private Wealth Management

John O'Leary

Christopher James Metter, CFP®, CRPC®

Gabrielle Angelini O'Leary, CIMA®, CEPA®

Jake Leo Marsico, CRPC®

John O'Leary

Christopher James Metter, CFP®, CRPC®

Gabrielle Angelini O'Leary, CIMA®, CEPA®

Jake Leo Marsico, CRPC®

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