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Colleen O'Callaghan
J.P. Morgan Wealth ManagementNew YorkManaging Director
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Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#32
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#10
New York - NYC (Private Wealth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#1
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.
#1
New York - NYC
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
Source: Forbes.com (Awarded Nov 2023) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
About Colleen O'Callaghan
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. Colleen is highly responsive to client needs and her unbiased and detailed approach helps cultivate exceptional and long-lasting relationships. She has built The O... Read More
The description above is provided by Colleen.

Colleen O'Callaghan's Awards

2022
Barron's Top Women Financial Advisors
2022
Barron's Top 100 Advisors
2020
Crain's NY Notable Women in Financial Advice
2020
Barron's Top 50 Private Wealth Management Teams
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Contact Colleen
colleen.ocallaghan@jpmorgan.com
212-272-0280
277 Park Avenue, New York, New York 10172
Asset Summary
As of Mar, 2024
$25M
Min Account Size For New Business
$25-75M
Typical Size Of Households
$25-100M
Typical Net Worth Of Relationships
$3.2B
Team Assets (Custodied)
Appears On