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, OR, PA, SC, TX, UT, VA, VT
Christopher James Metter, CFP®, CRPC®
Christopher joined UBS as a Financial Advisor in 2013 after starting his career with Merrill Lynch Wealth Management. Christopher comes to us from the UBS Wealth Advice Center where he was the Head of Training and Financial Advisor Development. Christopher was responsible for the build of many successful training initiatives, committed to the development and growth of Financial Advisors.
In addition to his role at the Wealth Advice Center, Chris has held various positions across UBS, resulting in a deeper understanding of the firm’s resources and capabilities and, more importantly, the needs of clients. Christopher specializes in wealth management strategies that include cash management, advisory solutions, legacy planning, equity awards, mutual fund analysis, and portfolio recommendations. He is proficient in delivering in-depth retirement planning and utilizing Financial Goals Analysis to help his clients achieve their life long goals.
Chris graduated with a B.S. in Finance & Economics from Franklin & Marshall College in Lancaster, Pennsylvania and spent time after graduation studying at the London School of Economics. Chris is a Certified Financial Planner (CFP®), as well as a Chartered Retirement Planning Counselor (CRPC®) and maintains his Series 7, Series 66, Series 9, and Series 10 securities licenses as well as his Insurance licenses.
Chris and his wife, Katie reside in West Chelsea, NYC. Chris is passionate about cars and enjoys spending his free time playing golf, skiing, and attending car meets
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Gabrielle Angelini O'Leary, CEPA®
When it comes to providing a Ritz-Carlton level of service to the O'Leary Partners' client base, Gabrielle has 8 years of industry experience. As the second generation to join the growing family practice, she is honored to robustly contribute to the legacy her father, John built from the ground level. Gabrielle strives to deliver a multi-generational approach that addresses families' evolving priorities based upon their liquidity, longevity and legacy needs by creating a plan which can adapt to dynamic financial markets. She plays an active role in legacy planning by establishing life-long relationships with their clients' spouses, children and grandchildren in order to help them achieve their short-term and long-term goals along with maximizing financial literacy and education.
Gabrielle has previously excelled in financial sales roles at both J.P. Morgan Asset Management and OppenheimerFunds, respectively. Her extensive background in mutual fund and ETF sales has led to strong knowledge of capital markets, investment research and analysis along with portfolio construction. Additionally, she earned a Bachelor of Science degree in Marketing and minor in Finance with honors from The University of Tampa. She currently holds her series 7, 63 and 65 licenses and plans to continue further education tailored to fit the sophisticated needs of their ultra-high net worth and high net worth clientele. Gabrielle also holds the Certified Exit Planning Advisor designation from the Exit Planning Institute which enables her to assist business owners in pre and post-sale planning, business succession planning and business community networking.
Furthermore, Gabrielle is an advocate for women both personally and professionally and frequently hosts women's only "Own Your Worth" investment seminars and speaks at women empowerment conferences on innovative and creative ways women can break the cycle of financial abdication and take control of their wealth. Also, Gabrielle is on the New York City Womankind Young Professionals Board.
Gabrielle lives in the Financial District in Manhattan with her fiancé, Drew. She enjoys HIIT classes, reading about nutrition and fitness, travelling, and attending NY sporting events.
CA, CT, DC, FL, GA, IA, IL, MA, MD, MN, ND, NE, NH, NJ, NM, NY, OH, PA, SC, SD, TX, VA, VT, WI
Jake joined UBS Financial Services following his graduation from Monmouth University in May of 2019. He earned a Bachelor of Science in Finance with a minor in Information Technology. He currently holds his SIE, Series 7 and 66 Licenses while planning to continue his education. Jake focuses primarily on client services, including operational and administrative duties, as well as marketing and business development.
Jake lives in Manhattan, NY and enjoys watching a variety of sports, traveling and volunteering.
AR, AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, ME, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA