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 and was named by Barron's as one of the top 100 advisors in New York (#54) for 2015.  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.

• 25+ Years Chairman's Club Member
• Barron's Top 100 Advisors

• BA Economics Michigan State University

• Securities License Series 3, 7, 63 & 65
• Insurance Life & Health for NY, NJ & CT

• The Family Center for at-risk families
• Resurrection Church, Rye NY
• Westchester Country Club
• Rye Fish & Game Club

CA, CT, DC, FL, IL, IN, MA, MD, ME, MI, MN, NC, NJ, NY, OH, PA, RI, TX, VA, VT