Wealth Advisor, Senior Analyst
Brian O’Leary is a Wealth Advisor and Senior Analyst at ALINE Wealth. He brings more than 15 years of financial industry experience and a wide-ranging background in research, trading and client service.
As a Wealth Advisor, Brian often works with up and coming professionals. Brian ensures the next generation experiences the high level of care that ALINE Wealth is known for while integrating new solutions tailored for a rapidly evolving financial services industry.
Brian is responsible for executing trades, developing financial plans, and communicating portfolio changes and capital market updates to ALINE Wealth’s clients. His diverse professional background allows him to offer a distinct perspective to our team’s comprehensive approach to helping clients achieve their long-term goals. He utilizes financial planning analysis to implement clients’ investment strategies and support our wealth management services. Brian specializes in portfolio construction, investment manager and mutual fund research, and stock, bond and alternative investment analysis.
Prior to joining ALINE, Brian helped financial advisors develop their investment practices through case design and product management. Brian began his career at Bear Stearns and Deutsche Bank, where he worked with institutional clients. As an Analyst with an institutional investor team focusing on the Utility and Energy sectors, he was a publishing researcher responsible for equity and fixed income coverage. He later served as Head Trader and Assistant Portfolio Manager for a hedge fund under the Deutsche Asset Management umbrella.
Brian earned his Bachelor of Science degree in Finance from Boston College’s Carroll School of Management. He holds the Series 7, 63 and 66 licenses.
Brian is a founding member of the Don Scott Memorial Foundation, which focuses on initiatives to support the fight against colon cancer. In addition, he supports Manhasset High School cross-country and track and field student athletes.
Brian and his wonderful wife, Erin, live in Manhasset, Long Island and have two young daughters, Gwen and Claire. When he isn’t busy working or playing with the girls, he enjoys exercising, skiing and participating in various other sports.