Experience Makes all the difference

Dana Macaluso, CFP®, CPWA®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Senior Portfolio Manager
Wealth Advisor
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212-713-3603

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Registered States:
AZ, CA, CO, CT, DC, FL, GA, ID, IL, MA, MD, ME, MO, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WA

Elizabeth M. Bybordi, CRPC®

Chartered Retirement Planning Counselor (CRPC®)
212-713-1434

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Liz started her financial services career in 2012 and joined UBS in 2016. She has her series 7 and 66 licenses as well as the Chartered Retirement Planning Counselor (CRPC®) designation. She loves to travel and enjoys living in Manhattan with her husband.


Registered States:
CA, CT, DC, FL, IL, MA, NJ, NY, PA