Patrick O’Leary


Patrick O’Leary


Bane O’ Leary

Senior Vice President, CIO and Managing Partner
2008 – Present

American Express/Ameriprise Financial

Financial Advisor, Advisor Coach
2004 – 2008

Education

B.A. in Business Administration, emphasis in Finance, University of North Dakota

Patrick T. O’Leary, Founder, Senior Vice President and Managing Partner of Bane O’Leary Wealth Management, began his career in the financial services industry over 15 years ago. He and his partners have built a wealth management firm that specializes in helping retirees and pre-retirees generate and preserve wealth, and protect their legacy. Patrick graduated from the University of North Dakota with a degree in Finance. He is recognized as an Ed Slott IRA Advisor.  He holds the Registered Financial Consultant (RFC ®) designation and a Series 66 Securities Investment Law License.

Patrick resides in Chaska, MN, with his wife and four daughters.