Jamie O’Neill brings more than 30 years of experience in investment management and wealth advisory, working closely with high-net-worth individuals and families. His background includes serving on an investment committee overseeing more than $2 billion in assets, providing him with deep insight into portfolio strategy and long-term planning.
He takes a comprehensive approach to wealth management—integrating investments, estate planning, tax strategies, and risk management into one cohesive plan.
Jamie earned his Bachelor of Arts from Michigan State University in 1992.
He believes strong client relationships are built on trust, transparency, and communication. Many of his client relationships span decades, and he takes pride in providing steady guidance through all market environments, always with a long-term perspective.
Outside of the office, Jamie enjoys golf, cooking, and travel. He values spending time with his two sons and is naturally curious, with a strong interest in the markets, history, technology, and innovation.