The OSM Global Wealth Management Group

Ana Paula O’Keefe Senior Registered Client Relationship ManagerAna Paula is a Senior Registered Client Relationship Manager possessing in-depth knowledge of the wealth management industry and private banking management services to ultra-high net worth families with large, complex investment portfolios and financial planning.

Over 15 years ago, she started her professional career as Client Assistant for JPMorgan International Private Bank in New York where she obtained her FINRA Series 7, Series 63 and Series 66. She collaborated actively with top producers in maintaining and acquiring client relationships focusing on the Brazilian ultra-high net worth clients and their family businesses through Investment Bank capabilities as well.

In 2005, she joined UBS International Financial Private Bank in New York as a Senior Client Advisor and an Authorized Officer. Years later she played a key role as UBS-Pactual Brazil Business Manager, responsible for the management of over $800MM in assets. As the main liaison between UBS and the Pactual team in Brazil, she contributed to the successful management programs targeted to highly sophisticate clientele with innovative strategies of products and services including structured notes, private equity and portfolios management.

In 2014, she rejoined JPMorgan as a Financial Advisor Assistant at International Financial Services (IFS) New York. She supported a group of well experienced Financial Advisors with a large Latin American client base. She forged a strong client-advisor relationship that included client acquisition efforts through referrals and cross-sales opportunities. During her tenure at IFS she obtained her Insurance Licensing. In 2018, she joined Wells Fargo Advisors in New York as an International Senior Registered Client Associate along with Financial Advisors peers. She promptly conducted extensive tasks Durant the transition of several key relationships effectively.

Ana Paula was born and raised in Rio de Janeiro, Brazil, where she graduated with a B.A. in Architecture and Urban Planning. She moved to New York in 1993 and joined the financial industry. She holds several certifications from NYU in Investment Banking, Portfolio Management, Accounting and Financial Statement Analysis. She is well-skilled in interacting with clients and, during her tenure at JPMorgan and UBS Financial, she constantly received rewards for top performance.

Ana Paula enjoys spending time with her family, which includes two dogs, traveling and strolling through the city. She loves opera, art exhibitions, spending time with her friends and following sport evets, such as tennis and football. She is a great supporter of animal shelters and Cure for Cancer.