People

Colleen O’Callaghan

Colleen O’Callaghan

Formal First Name
Colleen
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Colleen O’Callaghan is a Managing Director, Financial Advisor, and Founding Member of The O’Callaghan Thomas Group at J.P. Morgan Securities. With a passion for financial markets, Colleen has almost two decades of experience in the industry. She 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. Prior to joining JPMorgan, she was a Managing Director with Lehman Brothers, and Morgan Stanley. Colleen has also been a guest speaker at leading wealth management conferences as well as a speaker at the Barron’s conference.

Professional Experience


Academic History

  • Forbes America's Top Wealth Advisors, 2020
  • Forbes Top Women Wealth Advisors , 2017-2020
  • Forbes Best-in-State Wealth Advisors, 2020
  • Barron's Top 100 Financial Advisors, 2016
  • Barron's Top 100 Women Financial Advisors, 2016-2020