Brian O’Leary joined the Bridgemark team in January 2024, after 25 years in the financial services industry. He began his career as a full-service advisor at Citicorp Financial Services before accepting a position at Lord Abbett, the 95-year-old financial management firm. During his 23-year tenure as a wholesaler, Brian covered various New York territories, servicing wirehouses, independent firms and banks. He successfully marketed mutual funds, managed accounts and retirement plans.
Throughout his wholesaling career, Brian was a trusted source of information regarding not just the markets, but global and political issues, as well. He also maintained outstanding relationships with the advisors he served.
Brian graduated from Penn State University, where he majored in