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David O’Leary

Head of Insu. & Annuities, Managing Director 

David O’Leary is a Managing Director and the Head of Insurance Solutions at Rockefeller Capital Management. In this capacity he manages the insurance, annuity, private placement, long term care businesses, as well as the property and casualty and commercial insurance partnerships.

Prior to joining Rockefeller, David was Vice President, Wealth Strategies Group, at Goldman Sachs Ayco, responsible for the annuity business, private placement insurance, and led a nationwide team responsible for various insurance businesses.

Prior to joining Ayco in 2009, he served as a Regional Vice President at the Equitable Life Ins. Co. responsible for distribution in the state of Maryland and as an Advanced Markets Attorney.

David served as a trustee at Make-A-Wish Northeast New York from 2015 – 2024.

He is a Cross and Crown, magna cum laude graduate from Boston College’s Honor’s Program, received his J.D. from Boston College Law School, and MBA from the Boston College Carroll School.  He is also a Certified Financial Planner.