Mr. O'Callaghan has over 30 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 corporations, foundations and pension plans as well as senior corporate officers, family offices and high net worth individuals.  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.

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

Joel has over 10 years of experience working in private wealth management.  Prior to joining UBS, he worked with Mr. O'Callaghan in the Private Banking Division at Credit Suisse.  Joel acts as the teams COO.  He is fully registered and experienced in equity and fixed income trading, structured securities, margin, and asset allocation.  He closely follows the firm's research and is very aware of how that research relates to our client's security holdings.  He earned his BA in Business Management from Pace University, Lubin School of Business in New York City.

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

William is fully registered and moved with his previous team from Lehman Brothers. Shortly after moving to UBS, he joined the Branch Service Associate team within UBS Private Wealth Management. William joined Tony and Joel's team in April 2016. He brings to the team his considerable operations and client service experience from his previous positions as an Operations Analyst in the Retail Client Margin Department at Lehman Brothers and as a Branch Service Associate within UBS Private Wealth Management. He is a graduate of the University of Miami, with a degree in finance and a minor in accounting. William resides in Hoboken, NJ.

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

Brad, the newest member of the O'Callaghan Wealth Management Group, is a recent graduate of Brown University. While at Brown, Brad studied Political Science, and has particular expertise in analyzing the influence that politics has on markets and the economy. He has always had a strong interest in finance and wealth management, compelling him to pursue internships with the Brown University Endowment, Seacrest Wealth Management, and Morgan Stanley Private Wealth Management during his time at Brown. Following graduating from Brown, Brad completed the Tuck Business Bridge Program at Dartmouth College, an integrative program on developing practical skills and knowledge for business analysis. Brad is now fully registered, and assists the O'Callaghan Wealth Management Group with new business development opportunities and providing a first-class client service experience.