Colleen O’Callaghan
Colleen O’Callaghan is the Managing Director and Wealth Partner with J.P. Morgan Wealth Management. She is the Founding Member of The O’Callaghan Thomas Group, working directly with a select group of ultra-high-net-worth individuals, multi-generational families, corporate executives and entrepreneurs to help them address the complexities of significant capital. Colleen has a passion for financial markets and has almost two decades of experience as a steward for sizable assets. Most recently, Colleen and her team were in the Private Wealth Management division at Morgan Stanley. Together, they joined J.P. Morgan Securities 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. She has also been a guest speaker at leading wealth management conferences as well as a speaker at the Barron’s conference.
Colleen O’Callaghan Professional Experience / Academic History
Professional Experience
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Managing Director and Wealth Partner
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Managing Director and Private Wealth Advisor
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Managing Director
Academic History
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B.A., Political Science and History
THE O'CALLAGHAN THOMAS GROUP
Together with her partner Norm Thomas, she started the team more than 20 years ago, doing stints at Lehman Brothers and Morgan Stanley before moving to JP Morgan.
She is highly responsive to client needs and her unbiased and detailed approach helps cultivate exceptional and long-lasting relationships.
She leverages the global resources and financial strength of J.P. Morgan to provide full service capabilities that help meet individualized goals, and also develops strategies tailored specifically to her clients' challenges and aspirations.
EARLY CAREER
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.
At Lehman Brothers, she was a leading advisor and served on the philanthropy group of the Women’s Initiative of Leadership and Learning.
She has been a guest speaker at leading wealth management conferences as well as a speaker at the Barron’s conference.
Throughout her career, she has been featured or profiled in \Forbes, Barron's, Fortune, CNBC, and Yahoo! Finance.
RECOGNITIONS
Forbes America's Top Wealth Advisors, 2020-2025
Forbes Top Women Wealth Advisors , 2017-2025
Forbes Best-in-State Wealth Advisors, 2020-2025
Barron's Top 100 Financial Advisors, 2016-2017, 2020-2024
Barron's Top 100 Women Financial Advisors, 2016-2017, 2020-2024