• UBS

Michael O'Hara

Senior Portfolio Manager Financial Advisor

Michael O'Hara CFP®, CPM® is a Senior Vice President and Private Wealth Advisor at UBS, where they lead a team managing over $5 billion for high net worth families. Their extensive experience spans roles at prominent financial institutions, including Morgan Stanley, J.P. Morgan Securities, and Bear Stearns, where they have consistently provided expert guidance in complex financial situations. Previously, O'Hara served as a Financial Consultant at RBC Dain Rauscher and Bear Stearns. Currently, they are pursuing further education at Hofstra University Frank G. Zarb School of Business.

Location

New York City Metropolitan Area, United States

Links


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices