Experience

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.

Christopher earned a Bachelor of Arts from Franklin & Marshall College, majoring in Business Administration with a minor in Economics. He holds his Series 7, 66, 9, 10, and insurance licensing. 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 building of many successful training initiatives, committed to the development and growth of Financial Advisors. 

Christopher 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, alternative investments, legacy planning, equity awards, mutual fund analysis, and portfolio recommendations. Christopher is a Certified Financial Planner with over a decade of industry experience. He collaborates closely with high-net-worth families to create tailored retirement plans that align with their desired goals.   

Chris, his wife, Katie, and their son, Ethan reside in New Canaan, CT. Chris is passionate about cars and enjoys spending his free time playing golf, skiing, attending car meets, and being outdoors.

As the second generation in the O’Leary Partners family practice at UBS, Gabrielle O’Leary combines deep-rooted legacy with forward-thinking strategy. She partners with business owners, founders, senior executives, and legal and medical professionals—as well as multi-generational families—to simplify complex financial lives and help clients build lasting, purpose-driven wealth.

Known for her warm yet strategic approach, Gabrielle helps clients make confident financial decisions in both stable and shifting market environments. Her expertise spans optimizing portfolios for tax efficiency, managing concentrated equity positions, designing bespoke fixed income sleeves, and providing access to private alternative investment opportunities.

Before joining UBS, Gabrielle worked at J.P. Morgan Asset Management and OppenheimerFunds, where she developed a strong foundation in capital markets, portfolio construction, and investment research. She holds the Certified Investment Management Analyst® (CIMA®) designation through the Investments & Wealth Institute and the University of Chicago Booth School of Business, and the Certified Exit Planning Advisor® (CEPA®) designation, allowing her to support business owners in preparing for and navigating life before and after a sale.

Gabrielle is also the host of O’Leary Partners Observations, a fresh and approachable podcast delivering “aha!” moments that connect personal priorities with financial decision-making. She regularly delivers UBS’s Own Your Worth content, helping women break the cycle of financial abdication and step confidently into their roles as wealth decision-makers.

Deeply invested in the Miami community, Gabrielle is an active member of the Rotary Club of Miami and United Way Miami. She lives in Brickell with her husband, Drew, and their spirited Maltipoo, Pearl. Outside of work, she enjoys exploring new restaurants, cheering on her favorite teams, and staying active with HIIT workouts.

Jake is a Wealth Strategy Associate at UBS who delivers a Ritz-Carlton level of service, ensuring every client experience is seamless, personalized, and top-tier. Wearing multiple hats, he blends financial knowledge, strategic problem-solving, and an unwavering commitment to excellence to help clients navigate their wealth with confidence.

Since joining UBS in 2019 after earning his B.S. in Finance with a minor in Information Technology from Monmouth University, Jake has been a key player in client service and operations. Armed with his SIE, Series 7 & 66 Licenses, he thrives in the fast-paced world of wealth management, bringing the same passion, precision, and competitive mindset he honed as a lifelong sports enthusiast.

A proud resident of Hoboken, NJ with his wife Jillian, Jake is a die-hard sports fan who loves catching games, traveling to new destinations, and playing golf. Whether on the course or in the office, he brings the same dedication and strategy—always looking for the next great opportunity.