Colleen O’CallaghanColleen O’Callaghan
Managing Director
Wealth Partner

"Offering guidance based on a deep understanding of immediate and long-term needs, I develop strategies tailored specifically to clients’ challenges and aspirations."

Awards and Industry Recognition

Barron's

Top 100 Women Financial Advisors
2022 • 2021 • 2020 • 2017 • 2016
Top 50 Private Wealth Management Teams
2020
Top 100 Financial Advisors
2016

Forbes

America’s Top Wealth Management Teams
2022
Top 100 Women Wealth Advisors
2022 • 2021 • 2020 (#1 New York) • 2017 (#1)
Best-In-State Wealth Advisors
2021 • 2020
America's Top 100 Wealth Advisors
2021 • 2020
America’s Top 250 Wealth Advisors
2022

Crain’s NY

Notable Women in Financial Advice
2020

About Colleen

Colleen O'Callaghan is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. As a founding member of The O'Callaghan Thomas Group, Colleen works directly with a select group of ultra- high-net-worth individuals, multigenerational families, corporate executives and entrepreneurs to help them address the complexities of significant capital.

Offering guidance based on a deep understanding of immediate and long-term needs, Colleen develops strategies tailored specifically to her clients' challenges and aspirations. She leverages the global resources and financial strength of J.P. Morgan to provide full service capabilities that help meet individualized goals. Colleen is highly-responsive to client needs and her unbiased and detailed approach helps cultivate exceptional and long-lasting relationships.

With a passion for financial markets, Colleen has spent almost two decades as a steward for sizable assets. She has built The O'Callaghan Thomas Group upon the shared vision of excellence, critical thinking and discipline. Most recently, Colleen and her team were in the Private Wealth Management division at Morgan Stanley. Together, they joined J.P. Morgan in 2017 to provide clients with the personal touch of a small boutique setting coupled with the firm's global reach and renowned investment platform.

Colleen began her career in 1996 in the MBA program of Brown Brothers Harriman and later joined Credit Suisse to institute a wealth management practice in the United States. The O'Callaghan Thomas group moved to Lehman Brothers in 2000, where she was a leading advisor and served on the philanthropy group of the Women's Initiative of Leadership and Learning. Colleen has been a guest speaker at leading wealth management conferences as well as a speaker at the Barron's conference.

A graduate of Miami University in Ohio, Colleen holds a Bachelor's Degree in Political Science and History.

Insights

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