Category Archives: Team News

“What Matters” To Cahaba Wealth?

An Interview with Brian O’Neill

Have you ever wondered about Cahaba Wealth Management’s origin story? 

The “What Matters Podcast” recently hosted our President and Founder, Brian O’Neill, to discuss this (and much more). “What Matters” is on a mission to showcase best-in-class RIAs, Wealth Managers, and Investment Professionals who have built businesses that are changing the game in the field of wealth management.  

In this episode, “Navigating the Financial Frontier: Insights from a Wealth Management Visionary“, Mike and Brian delve  into Brian’s decision to establish Cahaba Wealth Management in 2009 and the entrepreneurial lessons he gained.

Brian discusses the key factors driving Cahaba Wealth Management’s success, emphasizing organizational culture. He shares his perspective on the future of wealth management and the impact of AI on the workforce.

Topics include:

  • What made Brian decide to build Cahaba Wealth Management in 2009
  • Brian’s entrepreneurial learnings from starting his own firm
  • Why both stocks and bonds posted losses last year
  • The role of human decision-making in investing
  • The secrets behind the success of Cahaba Wealth Management over the years
  • The importance of culture in business organizations
  • Brian’s vision of the future of wealth management
  • The impact of AI on the future of the human workforce
  • What the future looks like for Cahaba Wealth Management

Click here to listen!

Cahaba Wealth Management is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Cahaba Wealth Management is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation. Content should not be construed as personalized investment advice. The opinions in this materials are for general information, and not intended to provide specific investment advice or recommendations for an individual. Content should not be regarded as a complete analysis of the subjects discussed. To determine which investment(s) may be appropriate for you, consult your financial advisor.

Cahaba Welcomes Michelle Collier

Michelle Collier
Executive Assistant

Cahaba Wealth Management is delighted to announce that Michelle Collier has joined our team as an Executive Assistant in the Birmingham office!

Michelle began her career at Cahaba Wealth Management in January 2023 after being part of the accounting team at a multi-family real estate developer in Birmingham. Michelle strives to provide excellent administrative support to the advisors, to serve to the day-to-day needs of clients, and to assist daily operations within the company.

Michelle is originally from Auburn, Alabama, and graduated from the Auburn University with a B.A. in Mass Communication. She currently lives in Birmingham with her daughters Reese and Wynn. When not at work, Michelle enjoys her daughters’ sporting events and spending time with family, watching Auburn athletics, trying new restaurants and shopping.

Cahaba Welcomes Charlotte Disley

Charlotte Disley
Financial Planning Analyst

We are delighted to share that Charlotte Disley has joined our team as a Financial Planning Analyst in the Atlanta office! Previously, Charlotte spent nearly three years working for the benefits department of Global Payments where she gained a unique understanding of employer provided benefit plans.  We look forward to having Charlotte on the team!

Charlotte was born and raised in England, and moved to the U.S. in 2015 to attend Oglethorpe University. She graduated in 2019, Magna Cum Laude, with a Bachelor’s degree in Psychology and a minor in Business Administration. Alongside her studies, Charlotte was a student-athlete as a member of Oglethorpe’s women’s tennis team. She continues to pursue her passion of playing tennis competitively as a member of an ALTA team in the Atlanta area.

Charlotte currently resides in Brookhaven, GA with her husband Hunter and their cat Luna. In her spare time, she enjoys exploring the Atlanta dining scene, attending sporting events and travelling the world.