John O'Malley serves as the Managing Director at Eastgate Capital Advisors LLC, a distinguished boutique multi-family office and holistic wealth advisory firm. With over 28 years of professional experience, John has honed his expertise in wealth management, private equity, and legal advisory, making him a...
John O'Malley serves as the Managing Director at Eastgate Capital Advisors LLC, a distinguished boutique multi-family office and holistic wealth advisory firm. With over 28 years of professional experience, John has honed his expertise in wealth management, private equity, and legal advisory, making him a pivotal figure in guiding families through complex financial landscapes. His multifaceted background includes nine years dedicated to private equity fund-of-funds and co-investments, where he has developed a keen understanding of portfolio management and alternative investments.
At Eastgate, John leads key initiatives focused on comprehensive financial planning, including retirement and college funding strategies, as well as multi-generational estate planning. His legal, accounting, and tax experience uniquely positions him to navigate the intricacies of family finance, ensuring that clients' long-term goals are met with precision and care. John’s commitment to client relations is evident in his hands-on approach, where he emphasizes personalized service and tailored investment strategies that align with each family's unique needs.
In addition to his wealth advisory role, John is actively involved in compliance and regulatory matters, ensuring that Eastgate remains a trusted Registered Investment Advisor. His skills in financial advisory, investor relations, and estate tax planning are instrumental in fostering a culture of transparency and integrity within the firm. As a thought leader in the industry, John O'Malley continues to leverage his extensive knowledge to empower families, helping them achieve financial security and legacy preservation in an ever-evolving market.
