Brian O’Neil is a Managing Director at Certuity, where he advises business owners and high-net-worth families. Mr. O’Neil will establish Certuity’s presence in Denver, Colorado.
Mr. O’Neil has 30 years of private wealth management experience spanning leadership roles at major financial institutions. As a Certified Exit Planning Advisor (CEPA®), he has developed deep expertise guiding business owners through growth, valuation, strategic exits, and succession planning.
Prior to Certuity, Mr. O’Neil served as Senior Vice President and Private Wealth Advisor at U.S. Bank, where he specialized in providing comprehensive wealth planning, investment management, legacy and estate planning, and private banking solutions to his clients.
Before U.S. Bank, Mr. O’Neil served as Senior Wealth Director at BNY Mellon, where he was responsible for business development across the Rocky Mountain region and delivered innovative wealth management solutions to high-net-worth families, foundations, and endowments. Earlier in this career, he served as a Senior Manager at TIAA, where he led large institutional plan initiatives for the Wealth Management Group and generated over $750 million in new business opportunities.
Mr. O’Neil has a Master of Business Administration (MBA) and holds the Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®) designations. Mr. O’Neil is a Level II candidate in the CFA Program (Chartered Financial Analyst).
