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.	Directeur Général	01/01/2009

Formation de Brian Patrick O’Neill

Rhodes College

Undergraduate Degree