![Brian Patrick O’Neill](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Brian Patrick O’Neill
Directeur Général chez
Cahaba Wealth Management, Inc.
Profil
Mr. Brian P.
O’Neill is President at Cahaba Wealth Management, Inc. He founded the firm in late 2009 with the goal of focusing the firm’s efforts to provide customized financial planning, tax and estate planning, and active investment advisory services to corporate executives, business owners and high net worth individuals.
He specializes in the areas of retirement transition planning, executive compensation and investment management.
Mr. O’Neill began his career in private banking with Bank of America in 1995.
Eighteen months later, he joined Creative Financial Group where he spent over 13 years.
During that time, he opened and ran the company’s Birmingham office and later served as Senior Vice President over company operations in Atlanta.
He graduated from Rhodes College in 1994 with a Bachelor’s degree in Economics.
Postes actifs de Brian Patrick O’Neill
| Sociétés | Poste | Début |
|---|---|---|
Cahaba Wealth Management, Inc.
 Cahaba Wealth Management, Inc. Investment ManagersFinance Cahaba creates an investment portfolio that aims to generate the best possible return for client’s personal level of risk. The firm primarily invests in mutual funds, ETFs, common stock and fixed income securities. Their strategic approach is to invest each portfolio in accordance with the Investment Plan that has been developed specifically for each client. | Directeur Général | 01/01/2009 |
Formation de Brian Patrick O’Neill
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
15
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Rhodes College
 Rhodes College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cahaba Wealth Management, Inc.
Cahaba Wealth Management, Inc. Investment ManagersFinance Cahaba creates an investment portfolio that aims to generate the best possible return for client’s personal level of risk. The firm primarily invests in mutual funds, ETFs, common stock and fixed income securities. Their strategic approach is to invest each portfolio in accordance with the Investment Plan that has been developed specifically for each client. | Finance |
