Tom Kelleher
About Tom Kelleher
Tom Kelleher serves as the Executive Director and Head of the Advisory Investment Group at UBS, where he leads a team focused on providing tailored solutions for high-net-worth clients. With over 15 years of experience in the wealth management industry, he has held various leadership roles at UBS and JPMorgan Chase & Co.
Current Role at UBS
Tom Kelleher serves as the Executive Director and Head of the Advisory Investment Group at UBS, a position he has held since 2021. Based in Weehawken, New Jersey, he leads a team of investment professionals dedicated to providing tailored solutions for high-net-worth clients. His leadership focuses on empowering both clients and team members while fostering new opportunities within the wealth management sector.
Previous Experience at UBS
Before his current role, Tom Kelleher worked at UBS in various capacities. He was the Director and Head of the Advisory Investment Group from 2019 to 2021 and served as the Director of Advisory Consulting West Lead from 2018 to 2019. In these roles, he contributed to the growth and development of financial advisors, particularly across the West region, enhancing the firm's advisory services.
Experience at JPMorgan Chase & Co.
Tom Kelleher began his career at JPMorgan Chase & Co., where he worked as an Analyst in the JPMorgan Private Bank from 2006 to 2009. This three-year experience provided him with foundational knowledge and skills in wealth management, which he has built upon throughout his career.
Education and Expertise
Tom Kelleher holds a Bachelor of Science degree in Business Administration from Muhlenberg College, where he studied from 2002 to 2006. He also completed his secondary education at Ridge High School. With over 15 years of experience in the wealth management industry, he possesses core competencies in strategic planning, portfolio construction, risk management, and client relationship management.
Background in Education and Coaching
Before fully transitioning into the finance sector, Tom Kelleher worked at Bergen Catholic High School from 2009 to 2014. There, he served as the Associate Director of Admissions and Enrollment Management while also coaching football and golf. This experience contributed to his leadership skills and ability to mentor others.