Beth O’Malley focuses on investment portfolios and analysis. Before joining Waddell & Reed, she worked as a UBS Associate Director and as a Vice President at ABN AMRO.
Beth received a BS in Accounting from the University of Illinois and a MBA from the Northwestern University Kellogg School of Management.
Though she grew up in Homewood, Beth now calls Wheaton home. She lives there with her husband, and their two Chihuahuas. She has two children who are off at college.
At TriWealth Partners we spend our days focused on the ‘what if’ scenarios of the lives for our clients. Here are some ‘what if’ scenarios of our own:
What if you could only give one financial tip? What would it be?
Save early!
What if you had the day off to do anything you wanted? What would you do?
Walk my dogs, go out for a nice lunch and maybe catch a movie..., I would prefer to have more than one day off and go on vacation.
What if you had the job you wanted when you were 5 years old? What would you be?
I would have been Mary Tyler Moore – I loved the show.
What if you had to describe yourself in three words?
Smart, funny, independent.