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 English. He then earned his commission as a US Marine Corps officer. He served for 30 years, in both the active and reserve components, including combat tours in Somalia and Iraq, and command of an infantry battalion in Afghanistan. In 2014, he earned his master’s degree in National Security Studies from the US Army War College.
He retired as a colonel in 2021.
Brian enjoys writing, golfing and running. His eldest, Meghan, graduated from Notre Dame in 2021, and his son, Danny, from Loyola Chicago in 2023. His youngest, Catherine is a sophomore at the University of Colorado.
Email: brian.oleary@bridgemarkstrategies.com
Phone: 631-987-9649