Felicia Davis O’Malley serves as a wealth advisor at Eastgate Capital Advisors LLC. With over 15 years of wealth management, financial planning, and trading experience, she brings a wealth of knowledge and insight to the team. Felicia held a number of key positions in the financial services industry, including Vice President and Financial Consultant with Charles Schwab & Co; and Director of Institutional sales for New York Life Asset Management. She also played a role in Institutional Sales at Merrill Lynch on the derivatives desk, where she focused on building fixed Income hedges for Institutional portfolios. Before earning her MBA, Felicia was a financial consultant for Merrill Lynch and Drexel Burnham Lambert.
Felicia received her BA from DePauw University and her MBA with a concentration in Finance from the University of Notre Dame. Outside of work, she is an active member of her community, the Woodlands Academy Alumnae Association Board, and Tri-Delta sorority. She takes pride in her work with various women’s organizations and in serving as the financial council of her parish. She lives in Winnetka, IL with her husband of 25 years and her three children.
Eastgate Capital Advisors LLC is a holistic wealth advisory firm and family office with an important distinction – a focus on you. The firm understands clients’ needs and customizes its service offerings to meet individual needs. No responsibility too large and no detail too small, Eastgate’s mission is to understand your unique goals for the future and then work with you to accomplish them.