Global capabilities. Individual attention.

Private Wealth Management 

O'leary full image

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.

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

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • 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 sets him apart from other advisors. He identifies the needs of institutional clients and acts as a liaison to our Business Development Group/Investment Bank. Additionally, his private wealth management team focuses on primarily professionals, business owners, doctors, retirees and women investors. He concentrates on the client’s risk tolerance along with their investment objectives by combining a strategy that preserves capital while growing assets and being mindful of each client’s balance sheet.

    John has been a member of the UBS President's Council since 2009 and has appeared in Research Magazine. Additionally, he serves on the Board of Trustees and Executive Board for Saint Leo University in Florida. John also serves as a board member for the Key West Art & Historical Society.

    Outside of work, 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, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award 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

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    • 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

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      • 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 Manhattan with her fiancé, 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®

        Client Associate

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        • 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 girlfriend, 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

        Investing based on your priorities

        Relationships that last a lifetime

        Advice for business owners, entrepreneurs, and senior executives

        Women and wealth

        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

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager