Your financial life encompasses much more than the current markets. It’s about what’s most important to you, how you want to live right now and what your goals are for the future. We can work with you to help gauge how cash flow may impact saving for college and retirement. How borrowing can work with investing. How managing your assets today can help preserve your legacy tomorrow . Our advice has helped many clients achieve their goals and we’d like to do the same for you. It all starts with a plan.
Through the advice and use of sophisticated tools by O'Leary Partners of UBS we create a Financial Goal Analysis, Preferred plan, or Private plan, our planning process informs every solution we provide.
The O'Leary Partners team works out of the UBS Office across from the Rockefeller Center, New York City location.
John P. O'Leary, CDFA
With more than 25 years of industry experience, John’s approach to working with his clients sets him apart from other advisors. He identifies the needs of institutional clients and acts as a liaison to our Business Development Group/Investment Bank. Additionally, his Wealth Management team focuses on primarily professionals, business owners, doctors, retirees and women investors. He concentrates on the client’s risk tolerance and investment objectives by combining a strategy that preserves capital while growing assets.
John has been a member of the UBS President's Council since 2009 and has appeared in Research Magazine. He holds his Series 7, 31, 63 and 65 securities licenses, as well as insurance licenses. Additionally, John holds the designation of Certified Divorce Financial Analyst (CDFA).
John graduated magna cum laude with a Bachelor's of Arts from Saint Leo University in Florida and serves on their Board of Trustees. He also serves as a board member for the Key West Art & Historical Society and the Florida Keys National Marine Sanctuary Advisory Council.
Outside of work, John enjoys boating, reading and volunteering in his community. He and his wife, Karen, spend time between their residences in Westfield, NJ and Key West, FL and are parents to three adult children.
AR, AZ, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, ME, MN, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TX, UT, VA, VT
Samuel W. Kim
Senior Wealth Strategy Associate
Sam has been with the O'Leary Partners since 2008. He graduated with a Bachelor of Science from the Leonard N. Stern School of Business at New York University with a dual degree in Finance and Accounting. He currently holds his series 7 and 66 securities licenses and plans to continue with his certifications.
Sam resides in Fort Lee, NJ and enjoys participating in sports.
CA, CT, DC, FL, GA, IL, MA, MD, NJ, NY, OH, PA, SC, TX, VA, VT
Gabrielle Angelini O'Leary
Senior Wealth Strategy Associate
Gabrielle joined O'Leary Partners in June 2018. She graduated with a Bachelor of Science in Marketing and minor in Finance with honors from The University of Tampa. Gabrielle has previously excelled at financial sales roles at both J.P. Morgan and OppenheimerFunds, respectively. She currently holds her series 7, 63 and 65 licenses and plans to continue further education. Gabrielle's contributions to the team include establishing relationships and monitoring investment strategies. Gabrielle is an advocate for women investors and frequently hosts women's only "Own Your Worth" investment seminars. Also, Gabrielle is on the New York City Womankind Young Professionals Board.
Gabrielle lives in Battery Park City, NY and enjoys Equinox HIIT classes, reading about nutrition and fitness, volunteering, and attending NY sporting events.
IA, MN, ND, NE, NY, SD, WI
Charlotte Soehl O'Leary
Client Service Associate
Charlotte joined UBS Financial Services as a Client Service Associate in April 2016. She graduated with a Bachelor of Arts in Communication from The University of Tampa. Charlotte focuses primarily on client services, including operational and administrative duties, as well as marketing and business development.
Charlotte lives in Manhattan, NY and enjoys traveling and practicing yoga.