Tim O’Leary is a Vice President, Advisor Consultant with Callodine Wealth Solutions. In this capacity, Tim is responsible for coordinating all aspects of advisory relationships. He works closely with financial advisors in the Metro Atlantic region.

Tim joined the firm in 2023 and has over 26 years of experience in the financial services industry. Prior to joining Manning & Napier, Tim worked as a National Business Development Director at SEI, as a Vice President, Advisor Consultant for Nuveen, and as a Regional Vice President for Calvert Investments.

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Employed by Manning & Napier Advisors, LLC ("Manning & Napier"), a subsidiary of Callodine Group, LLC. Callodine Wealth Solutions is a brand of Manning & Napier, an SEC registered investment advisor. Securities offered through affiliate, Manning & Napier Investor Services, Inc., member FINRA. For important information about Manning & Napier, please visit our disclosures page.