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Philip O'Shea

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

Philip O'Shea

Recognized as an industry leader:

Forbes Best-in-State Wealth Advisors, 2020, 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Philip O'Shea

Credentials

Certified Investment Management Analyst®
Senior Portfolio Manager

Philip O'Shea

299 Park Avenue
New York, NY 10171

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Philip O'Shea

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

Recognized as an industry leader:

Forbes Best-in-State Wealth Advisors, 2020, 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.