I am a Private Wealth Advisor and Senior Portfolio Manager located at our New York City headquarters with over 25 years of experience in the financial services industry. 

I have been nationally recognized by Barron's, Forbes, and the Financial Times (among others), and my 13 member team of investment specialists consists of four Certified Financial Planner™ professionals, four Certified Investment Management Analyst® professionals, and one member holding the Chartered Financial Analyst® designation.  In working with me you will experience the customized attention of a boutique investment firm, while backed by UBS' global wealth management resources. Our comprehensive process centers around financial planning and features investment management, wealth transfer strategies, banking, financing, and insurance among many more capabilities.

• Fox Business – "Countdown to the Closing Bell" with Liz Claman (July 2018)
• Barron's – "Reframing the Reitrement Picture" (May 2018)
• Fox Business – "Closing Bell w/ Liz Claman" (April 2018)
• Fox Business – "Closing Bell w/ Liz Claman" (March 2018)
• Financial Times – "Wealth advisers assess impact of Trump tax overhaul" (March 2018)
• On Wall Street – "Client Won the Lotto? Why They'll Need Help with More Than Just finances" (August 2017)
• Fox Business- "Mornings with Maria" (August 2017)
• MarketWatch – "Don't Buy a House – and Other Financial Tips for NBA Rookies" (July 2017)
• Worth Magazine - "Sudden Wealth and Young Athletes" (June 2017)
• Fox Business – "Closing Bell with Liz Claman" (April 2017)
• On Wall Street – "How to Talk to Clients About President Trump" (November 2016)
• Private Wealth Magazine – "Pro Athletes: The Clients Who Scoff At Risk" (September 2016)
• The Washington Post - "U.S. Stocks Drop Significantly to Close the Week" (January 2016)
• New York Times - 'Supersavers' Focus on the Goal (November 2015)
• CBS News, MoneyWatch - The Secrets of America's "Supersavers" (November 2015)
• Time Magazine - "HBO's Ballers Puts Financial Advisors in the Limelight" (July 2015)
• The Wall Street Journal - "How Big, Round Market Numbers Influence Investors" (February 2015)
• The Washington Post - "How to Pass Money on to Your Children" (November 2014)
• The Wall Street Journal - "More Clients Using Securities-Based Loans" (May 2014)
• The Wall Street Journal - "Sudden Wealth: Ensure That Today's Windfall Lasts" (May 2014)
• Planadviser.com - "Exchange-Traded Funds - Future Funds" (May 2014)
• Financial Times - "Wealthy Investors’ Alternative Direction" (March 2014)
• The Wall Street Journal - Gender Diverse Boards Draw Investors (February 2014)
• Bungei Shunju - About the Big Money and Baseball Players (January 2014)
• The Wall Street Journal – Big-Name IPOs May Lure Individuals (September 2013)
• On Wall Street - "We Were Also Victims of the Crisis," Says UBS Advisor (September 2013)
• On Wall Street - "Key Retirement Trends for Advisors" (September 2013)
• New York Times - From a Prominent Divorce in the Affluent Class, Lessons for All (August 2013)
• Investment News - Athletes Finish Out of the Money (August 2013)
• CNBC - "Talking Numbers with Mandy Drury" (June 2013)

• Participant in the Clinton Global Initiative Small Business Advisory Program
• Commissioner and Head Coach for the Roslyn youth and young adult Travel Basketball and Scholarship Program
• Chairman of the Jewish Community Center Special Needs Basketball Clinic
• Mentor for the American Corporate Partners Veteran Program
• Head Coach for Roslyn Basketball Booster
• Lead Sponsor for the North Shore Autism Tennis Clinic
• Town Chair of the Alley Oop for Autism Fundraiser