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. 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

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Advice for business owners & entrepreneurs

From success to succession

Business transition & succession planning

Helping women take charge

Building multicultural wealth, together

Medical professionals

Agricultural resources and expertise tailored to your needs

Whether you’re a farmer, rancher or entrepreneur, or a landowner, you understand the value of this substantial asset—and the challenges of managing and helping to preserve, grow* or exit your investment. Our team has the experience and resources to help you optimize every opportunity for pursuing those goals.

With an office in New York City and a presence in Southern Florida, our team is your local touchpoint for access to the expansive resources and thought leadership of UBS, a global powerhouse in wealth management.

_{*Investing involves risk including the potential of losing money or the decline in value of the investment. Performance is not guaranteed.}

Types of properties we work with

A multigenerational focus

Like any business, family businesses face challenges in planning transitions of ownership and management. In fact, industry experts estimate that about 30% of family businesses remain active through the second generation of ownership and 10% through the third.1 It's never an easy choice to pass on the business you've spent years building. But we have the experience and the network of professionals to address your generational planning needs.

Because family participation is so critical, we help you develop a family vision for what you would like to achieve and help educate family members—immediate or extended—about the responsibilities of inherited wealth. Expect a customized and tax-efficient strategy for transitioning your land to future generations or meaningful causes you support.

¹Craig Aronoff, Family Business Consulting Group, www.thefbcg.com/Family-Business-Survival--Understanding-the-Statistics, accessed February 20, 2017.

Exit planning and business transition

Our team has found that many business owners haven’t focused on planning their exit—particularly the estate planning necessary for a large liquidity event. Even more important, they may not have prepared themselves financially—or mentally—for taking this major step.

That's why we work with you throughout the decision-making process. Our early-stage involvement and planning conversations enable us to access all of the UBS resources you need to support your business goals as well as long-term wealth preservation and tax planning.

The global access and opportunities of 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.

Investing to fuel your vision

We view your investments as the fuel for all you want to accomplish now and into the future. That’s why we start by understanding your goals and objectives. Then we draw on UBS’s extensive investment resources to bring you innovative solutions and to customize your portfolio for your unique needs and circumstances.

Whether you are looking for specific investment ideas or a comprehensive investment plan, we have the insight and experience you need to pursue what matters most to you.

Family Advisory & Philanthropy Services

Advice and solutions to help families flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more. The independent UBS Optimus Foundation funds high-impact programs in health, education, child protection and the environment.

Learn more

Connect with us

Portfolio Advisory Group

Specialists intensely focused on constructing customized investment portfolios to help address your specific needs. The team’s hallmarks include sophisticated quantitative analysis, research-driven asset allocation and tailored portfolio construction advice.

Connect with us

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.

Start the conversation

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

John O'Leary

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WV
With more than 30 years of industry experience, John’s innovative approach to working with his clients begins with identifying their unique and complex financial needs. He prides himself on his innate ability to evaluate each situation differently and pinpoint which direction best serves the client or prospect’s specific interest, whether it’s UBS internal or external custom tailored capabilities we have for asset management, lending, capital raises or selling businesses. He works closely with his team members by quarterbacking each deal with a solution-oriented approach geared for optimum success. John’s private wealth management team primarily focuses on founders, entrepreneurs, senior executives and medical professionals. 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 and serves on the Board of Directors for the Key West Art & Historical Society (KWAHS) as the First Vice President. John actively assist’s KWAHS with fulfilling their mission of preserving the culture of the Florida Keys through exhibiting and displaying regional art, architecture and history for the purpose of educating the community and visiting public.

In his free time, John enjoys keeping an active fitness lifestyle, reading and volunteering in his community. He and his wife, Karen, spend time between their residences in the Northeast Tri-State Area and South Florida and are parents to three adult children. A new agricultural hobby of John’s is maintaining a multi-acre grove with his wife in the Redlands District in Homestead, FL where they grow various exotic fruits and trees.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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, 2023, 2024The 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
1285 Avenue of the Americas
New York, NY 10020

john.p.oleary@ubs.com

John O'Leary

1285 Avenue of the Americas ,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

christopher.metter@ubs.com

Christopher James Metter, CFP®, CRPC®

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

gabrielle.oleary@ubs.com

Gabrielle Angelini O'Leary, CIMA®, CEPA®

100 SE 2nd Street,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

jake.marsico@ubs.com

Jake Leo Marsico, CRPC®

1285 Avenue Of The Americas,New York,NY,10019

Mike Giacone

Managing Director-Wealth Management

Senior Portfolio Manager

View bio

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.

The collaboration between the two teams allows us to deploy each advisor’s specific experience for the benefit of our clients. Mike has steered clients through more than 31 years of varying financial markets. Mike constructs and oversees several customized financial models. He has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds.

Mike's industry expertise has navigated clients through more than 35 years of varying financial markets. Mike is the Senior Portfolio Manager and founder of Giacone Partners.

As a Senior Portfolio Manager, Mike constructs and oversees several customized financial models. He has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds. Mike's top priority as a Senior Portfolio Manager is risk mitigation–keeping clients' wealth and legacy always at the forefront of the investment process.

Prior to joining UBS in 2009, Mike was a member of Morgan Stanley's prestigious Chairman's Club and was appointed head of the FA Council. He is now an esteemed member of the Chairman's Club at UBS. Mike received his B.S. in Business from Wagner College and completed the Senior Financial Advisor Program at the Wharton School of the University of Pennsylvania. He has completed the UBS Portfolio Management Program and maintains his Series 7, Series 3, Series 63, Series 65, and Series 8 securities licenses, as well as his Insurance license.

Mike has two children and currently lives in Westfield, NJ with his wife Jean. Outside of the office, Mike is an avid boater, and has a passion for deep sea fishing.
Jeffrey A Karitis, CFP®, CEPA®

Senior Vice President–Wealth Management

Financial Advisor

View bio

Jeff has been providing customized wealth management strategies for business owners, executives, and families with uniquely complex financial lives since 1999. He holds the CFP® (CERTIFIED FINANCIAL PLANNER™ professional) and CEPA^® (Certified Exit Planning Advisor^®) designations. He joined UBS Financial Services in 2015, previously he was a First Vice President-Wealth Management at Merrill Lynch, an Analyst for Merrill Lynch Investment Banking, a Consultant for Merrill Lynch Alternative Investments, and a Special Assistant to the CFO & COO of a major children's book publisher and entertainment company. Jeff earned his Bachelor of Science degree in Finance and Marketing from University at Albany- State University of New York.

Jeff, his wife, their two children and retired racing greyhounds reside in Hudson Valley New York. He has served at executive board member for the JDRF Great New York Chapter and co-president of the JDRF Westchester/Fairfield/Hudson Valley chapter, Treasurer of his Temple, Chair the Jewish Federation of Greater Orange County NY endowment committee and he donates his time to Children with Diabetes running the Dad's group. He is part of Strategic Coach 10X Ambition community on his journey for never ending learning and growth personally and professionally to find new ways to add value and live fully.

In 2014 his daughter was diagnosed with T1D and ever since one of his top priorities has been to work with organizations that are improving the lives of people with diabetes as well as those searching for a cure.

John O'Leary

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- UT
- VA
- VT
- WA
- WI
- WV
With more than 30 years of industry experience, John’s innovative approach to working with his clients begins with identifying their unique and complex financial needs. He prides himself on his innate ability to evaluate each situation differently and pinpoint which direction best serves the client or prospect’s specific interest, whether it’s UBS internal or external custom tailored capabilities we have for asset management, lending, capital raises or selling businesses. He works closely with his team members by quarterbacking each deal with a solution-oriented approach geared for optimum success. John’s private wealth management team primarily focuses on founders, entrepreneurs, senior executives and medical professionals. 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 and serves on the Board of Directors for the Key West Art & Historical Society (KWAHS) as the First Vice President. John actively assist’s KWAHS with fulfilling their mission of preserving the culture of the Florida Keys through exhibiting and displaying regional art, architecture and history for the purpose of educating the community and visiting public.

In his free time, John enjoys keeping an active fitness lifestyle, reading and volunteering in his community. He and his wife, Karen, spend time between their residences in the Northeast Tri-State Area and South Florida and are parents to three adult children. A new agricultural hobby of John’s is maintaining a multi-acre grove with his wife in the Redlands District in Homestead, FL where they grow various exotic fruits and trees.
- Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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, 2023, 2024The 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
1285 Avenue of the Americas
New York, NY 10020

john.p.oleary@ubs.com

John O'Leary

1285 Avenue of the Americas ,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

christopher.metter@ubs.com

Christopher James Metter, CFP®, CRPC®

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

gabrielle.oleary@ubs.com

Gabrielle Angelini O'Leary, CIMA®, CEPA®

100 SE 2nd Street,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

jake.marsico@ubs.com

Jake Leo Marsico, CRPC®

1285 Avenue Of The Americas,New York,NY,10019

Mike Giacone

Managing Director-Wealth Management

Senior Portfolio Manager

View bio

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.

The collaboration between the two teams allows us to deploy each advisor’s specific experience for the benefit of our clients. Mike has steered clients through more than 31 years of varying financial markets. Mike constructs and oversees several customized financial models. He has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds.

Mike's industry expertise has navigated clients through more than 35 years of varying financial markets. Mike is the Senior Portfolio Manager and founder of Giacone Partners.

As a Senior Portfolio Manager, Mike constructs and oversees several customized financial models. He has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds. Mike's top priority as a Senior Portfolio Manager is risk mitigation–keeping clients' wealth and legacy always at the forefront of the investment process.

Prior to joining UBS in 2009, Mike was a member of Morgan Stanley's prestigious Chairman's Club and was appointed head of the FA Council. He is now an esteemed member of the Chairman's Club at UBS. Mike received his B.S. in Business from Wagner College and completed the Senior Financial Advisor Program at the Wharton School of the University of Pennsylvania. He has completed the UBS Portfolio Management Program and maintains his Series 7, Series 3, Series 63, Series 65, and Series 8 securities licenses, as well as his Insurance license.

Mike has two children and currently lives in Westfield, NJ with his wife Jean. Outside of the office, Mike is an avid boater, and has a passion for deep sea fishing.
Jeffrey A Karitis, CFP®, CEPA®

Senior Vice President–Wealth Management

Financial Advisor

View bio

Jeff has been providing customized wealth management strategies for business owners, executives, and families with uniquely complex financial lives since 1999. He holds the CFP® (CERTIFIED FINANCIAL PLANNER™ professional) and CEPA^® (Certified Exit Planning Advisor^®) designations. He joined UBS Financial Services in 2015, previously he was a First Vice President-Wealth Management at Merrill Lynch, an Analyst for Merrill Lynch Investment Banking, a Consultant for Merrill Lynch Alternative Investments, and a Special Assistant to the CFO & COO of a major children's book publisher and entertainment company. Jeff earned his Bachelor of Science degree in Finance and Marketing from University at Albany- State University of New York.

Jeff, his wife, their two children and retired racing greyhounds reside in Hudson Valley New York. He has served at executive board member for the JDRF Great New York Chapter and co-president of the JDRF Westchester/Fairfield/Hudson Valley chapter, Treasurer of his Temple, Chair the Jewish Federation of Greater Orange County NY endowment committee and he donates his time to Children with Diabetes running the Dad's group. He is part of Strategic Coach 10X Ambition community on his journey for never ending learning and growth personally and professionally to find new ways to add value and live fully.

In 2014 his daughter was diagnosed with T1D and ever since one of his top priorities has been to work with organizations that are improving the lives of people with diabetes as well as those searching for a cure.

Our podcast series

O’Leary Partners Observations

Welcome to: The O’Leary Partners’ Observations (OPO), a new series of one-of-a-kind observations from influential Floridian professionals, top healthcare physicians, UBS thought leaders and other partners from the O’Leary Partners’ orbit. Join us each month as we discuss riveting topics that ignite aha! moments for your personal or professional life.

Listen to our podcast

A leader in wealth management

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UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Global capabilities. Individual attention.

Private Wealth Management

Defining your priorities. Pursuing what matters.

Advice for business owners & entrepreneurs

From success to succession

Business transition & succession planning

Helping women take charge

Building multicultural wealth, together

Medical professionals

Request your report

Thank you! Your request has been submitted.

Agricultural resources and expertise tailored to your needs

Types of properties we work with

A multigenerational focus

Exit planning and business transition

The global access and opportunities of Private Wealth Management

The global access and opportunities of Private Wealth Management

Investing to fuel your vision

Investing to fuel your vision

Family Advisory & Philanthropy Services

Family Advisory & Philanthropy Services

Portfolio Advisory Group

Portfolio Advisory Group

UBS Private Wealth Management

Your primary source for financial advice

John O'Leary

Christopher James Metter, CFP®, CRPC®

Gabrielle Angelini O'Leary, CIMA®, CEPA®

Jake Leo Marsico, CRPC®

Mike Giacone

Jeffrey A Karitis, CFP®, CEPA®

John O'Leary

Christopher James Metter, CFP®, CRPC®

Gabrielle Angelini O'Leary, CIMA®, CEPA®

Jake Leo Marsico, CRPC®

Mike Giacone

Jeffrey A Karitis, CFP®, CEPA®

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