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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Though my clients often choose me for my comprehensive wealth management experience, I look beyond the tactical guidance and take a much more expansive view of my role. I commit to understanding you, your family, business and personal priorities, as well as your total financial picture.
With the firm's rich tradition of advising the most accomplished individuals, I am not only well-positioned to provide highly specialized guidance, but to also directly access and execute solutions with ease and efficiency.
Senior Vice President–Wealth Management
Mr. O'Callaghan has over 37 years of experience as an investment professional. Prior to joining UBS Financial Services Inc. in 2015, he was with Credit Suisse for 21 years. Mr. O'Callaghan's focus is on providing wealth management solutions for ultra-high & high net worth individuals as well as corporations, senior corporate officers and family offices. Mr. O'Callaghan was among the most senior advisors at Credit Suisse and was a perennial Chairman's Club member. He has particular expertise in asset allocation, estate planning and fixed income. He earned his BA in Economics from Michigan State University. In addition to his securities licenses, he also holds a series 3 futures license and an insurance license for New York State.
Education
Credentials
Senior Vice President–Wealth Management
Mr. O'Callaghan has over 37 years of experience as an investment professional. Prior to joining UBS Financial Services Inc. in 2015, he was with Credit Suisse for 21 years. Mr. O'Callaghan's focus is on providing wealth management solutions for ultra-high & high net worth individuals as well as corporations, senior corporate officers and family offices. Mr. O'Callaghan was among the most senior advisors at Credit Suisse and was a perennial Chairman's Club member. He has particular expertise in asset allocation, estate planning and fixed income. He earned his BA in Economics from Michigan State University. In addition to his securities licenses, he also holds a series 3 futures license and an insurance license for New York State.
Education
Credentials
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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