Denis O'Leary
Director of Wealth Management
Corporate Headquarters- Port Jefferson, Woodbury, Toms River
Denis recently joined the Coastline team in August 2022 as the Director of Wealth Management. Prior to joining Coastline, Denis was a Wealth Management, Trust and Investment Executive for over Twenty-Five years with the Bank of New York Asset Management, US Trust Co and Capital One Wealth Management. He served in various capacities during his career most notably as a Senior Discretionary Portfolio Manager and most recently as the Northeast Regional Director of Wealth Management for Capital One/Hancock Whitney where he oversaw all facets of the Wealth Management business.
One of Denis's core tenants is the belief in the fiduciary responsibility that the firm and the advisor bring to the client experience. Trust and communication are the keys to a long-standing client relationship. With those beliefs in mind, Denis has managed individual, trust and institutional relationships in the Long Island market and beyond for over two decades. His life motto is "gratitude is the foundation for abundance, if you are not truly grateful for what you have why would you be entitled to more?"
He is also an advocate of the importance of balance in the work and home life. Denis loves spending time with his children, enjoys the beach, golfing and is an avid baseball and football fan. As a long-term cancer survivor, Denis speaks publicly and mentors for Cohen's Childrens Hospital Long-Term Care Survivorship Program.
He is a proud graduate of Adelphi University and Chaminade High School and resides in Holbrook with his fiancé Christine.