Anthony Ocallaghan
Senior Vice President at Ubs
Based in New York, United States
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Seniority
Vp
Department
General Business & Management
Location
New York
Industry
Financial Services
Company size
118K
Contact information
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a•••••••@ubs.com
Phone
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Background
About Anthony Ocallaghan
I have well over 30 years of experience as an investment professional starting my career in 1982 at Kidder Peabody. Prior to joining UBS Financial Services Inc. in 2015, I was with DLJ/Credit Suisse for 21 years where I was among the most senior advisors. My focus is on providing wealth management solutions for ultra-high net worth individuals, senior corporate officers and family offices. I have expertise in wealth management, asset allocation & fixed income. I earned my BA in Economics from Michigan State University. In addition to my securities licenses, I also hold a series 3 futures license and an insurance license for New York are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
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