Certuity, a multi-family office serving high-net-worth and ultra-high-net-worth individuals and families, has announced the appointment of Brian O’Neil as Managing Director. O’Neil will establish Certuity’s presence in Denver, Colorado.
O’Neil brings 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, 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, O’Neil served as Senior Wealth Director at BNY Mellon, where he drove 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.
“Brian’s extensive experience providing holistic support to business owners and high-net-worth families, combined with his leadership across major institutions, enhances our ability to serve clients across the country,” said Rich Bursek, President and Partner of Certuity.
“I am excited to join a firm that shares my commitment to delivering comprehensive and customized guidance. Certuity has built a reputation as a multi-family office that delivers sophisticated wealth solutions with a client-first approach. I look forward to introducing business owners, entrepreneurs and high-net-worth families to Certuity,” O’Neil said.O’Neil has a Master of Business Administration (MBA) and holds the Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®) designations.
About Certuity
Certuity is a multi-family office and wealth management firm specializing in tailored financial services for high- and ultra-high-net-worth individuals, entrepreneurs, business owners, C-suite executives and family offices. Core offerings include investment advisory, tax mitigation strategies, estate and legacy planning, access to private investments, family office services and consolidated performance and tax reporting, With a strong emphasis on wealth preservation, institutional-level strategies and legacy planning, Certuity delivers a personalized family office experience designed for the current and next generation of global families.