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The O’Callaghan Thomas Group

Wealth Partners at J.P. Morgan

The O’Callaghan Thomas Group

We are proud to have built a highly responsive, high-touch practice that seeks to grow and preserve our clients’ wealth and help them leave a legacy for future generations.

212.272.0280

277 Park Avenue
New York, NY 10172

Welcome

The O’Callaghan Thomas Group is committed to providing exceptional investment guidance to ultra-high-net-worth individuals, families, executives and entrepreneurs. We are proud to have built a highly responsive, high-touch practice that seeks to grow and preserve our clients’ wealth and help them leave a legacy for future generations.

We draw on the strength and capabilities of each team member to deliver a family office-style experience. By limiting our practice to a select number of individuals, we interact in a dynamic and attentive manner. Our discovery process is detailed, and we seek to understand the nuances of clients’ unique aspirations and complexities. These insights enable us to offer truly comprehensive institutional-quality investment management strategies and full-service support to address the sophisticated challenges of significant wealth.

The portfolios we develop are tailored to differentiated financial goals with a focus on preserving capital and balancing liquidity. Emphasis is placed on appropriate asset allocation as the foundation for both tactical and long-term strategies. All of this is done holistically, with an eye on the total financial picture. We take into account the entirety of each client’s capital and analyze both sides of their balance sheet to design approaches that reflect specific concerns. Individualized needs may include diversification strategies, liquidity management, tax considerations, multigenerational planning and philanthropic giving.

As a part of J.P. Morgan, we are backed by one of the largest and most respected companies in the world. Our direct access to the global resources and platforms of the firm enables us to convey the highest caliber of wealth management services in the areas of investment management, personalized banking and individualized lending.

Investment Approach

We are proud to have built a highly responsive, high-touch practice that seeks to grow and preserve our clients’ wealth and help them leave a legacy for future generations.

A client-centered approach to wealth management
We serve the wealth management needs of ultra-high-net-worth individuals, families, executives and entrepreneurs, delivering comprehensive and personalized investment guidance. We seek to grow and preserve our clients’ wealth and help them leave a legacy for future generations. Our team comprises highly seasoned professionals who blend more than 30 years of investing proficiency and market knowledge to offer a family office–style experience. This client-centric approach enables us to attend to differentiated goals and objectives in a truly tailored manner.

High-touch level of service
We pride ourselves on being a highly responsive, high-touch team that seeks to grow and preserve wealth and help leave a legacy for future generations. Customer service is our utmost consideration, and we keep clients’ interests at the forefront of each interaction. By working with a limited number of individuals, we are able to provide a trusted and value-added relationship.

A focus on capital preservation
We develop portfolios targeted to each client’s individualized needs through a conservative method that places emphasis on preserving capital and balancing liquidity. Our intent is to help ensure that strategic plans balance the demand for strong investment management, effective estate planning and accounting requirements.

A detailed and disciplined investment process
Recognizing that each financial situation is different, we use a consultative process that is attuned to clients’ specific needs and goals. Our mission is to offer institutional-quality investment management strategies and full-service support to address the sophisticated challenges of significant wealth.

Listening to understand—By getting to know the financial nuances of each individual and their families, we can develop a plan to address specific concerns. This involves a deep diagnostic assessment that looks at both sides of the balance sheet, analyzing assets as well as liabilities to see how they may be better managed.

Creating strategic asset allocations—A diversified allocation forms the foundation of investment plans, and we choose from a broad array of asset classes and third-party managers to select the most appropriate vehicles for our clients.

Addressing tax, trust and estate considerations—Our practice is a holistic one, and we strive to develop a seamless connection with our clients’ trust attorneys, accountants and other outside professionals to ensure that the entirety of each financial picture is considered.

Designing tailored wealth management portfolios—The wealth management strategies we build and implement are tailored to our clients’ objectives—whether they seek to manage the complexities of concentrated positions and restricted stock, desire investment ideas for a specific goal or have multigenerational wealth planning challenges.

Integrating planned flexibility—We typically manage a sleeve of short-duration assets, which enable us to remain tactical and adjust to temporary market fluctuations.

Performing ongoing assessments—Continuous portfolio evaluation allows us to rebalance strategies as personal goals and market conditions evolve.

J.P. Morgan brand
Our team affords direct access to the intellectual capital and global financial resources of J.P. Morgan to help care for the full complement of each client’s unique objectives. We are pleased to provide a broad array of products and services, including credit and lending opportunities, private banking, generational wealth transfer ideas and philanthropic giving.

Awards & Recognition

Web
Forbes Top Women Wealth Advisors 2021
Barron's Top 100 Women Advisors 2021
Forbes Top 100 Wealth Advisors 2020
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Barron's Top 50 Private Wealth Teams 2020

Barron's1

Top 50 Private Wealth Management Teams

2020

Top 100 Women Financial Advisors

2021 · 2020 · 2017 · 2016

Top 100 Financial Advisors

2016

Forbes2

Best-In-State Wealth Advisors

2021 · 2020

Top 100 Women Wealth Advisors

2021 · 2020

America's Top 100 Wealth Advisors

2021 · 2020

Crain’s NY3

Notable Women in Financial Advice

2020

Meet Our Team

Click a profile to learn more about each member

1. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. Awards or rankings are not indicative of future success or results.
2. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.
America’s Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Awards or rankings are not indicative of future success or results.
3. Barron's “Top 100 Women Financial Advisors,” June 18, 2021. Barron’s “Top 100 Women Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, formal succession plans, high client retention, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice.  The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The rating is not indicative of the Financial Advisor’s past or future performance.  Neither J.P. Morgan Wealth Management nor its Financial Advisors or Private Wealth Advisors pay a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 
4. Honorees were selected based on several factors related to their particular roles in the field of financial advice. For those who personally provide financial advice — those with titles including wealth advisor and financial advisor, for example — the level of assets under management, whether personally or as part of a team, inclusion in reputable advisor rankings and professional certifications and accomplishments were taken into account. For those who work in organizations that provide financial advice online, who work in a management capacity in an organization that provides financial advice or who in some way are expanding the boundaries of financial advice, criteria included the scope of the potential influence of the honoree’s work on the delivery and quality of advice, the size of the honoree’s organization and/or the extent of its innovation.

 

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