Jacqueline Bianco is Senior Vice President – Investments at the UBS Financial Services headquarters branch in Manhattan. Jackie brings over 30 years of experience in the financial markets, first as head of a global derivatives desk for a major investment bank and currently as an advisor to families and corporate executives. While her key focus is total wealth management, she also offers discretionary portfolio management as well as hedging, diversification and income producing strategies. She is experienced in providing advice on concentrated positions, estate planning, philanthropy, asset allocation and all managed asset alternatives including foreign exchange and commodity hedging.

She is a graduate of Columbia University and Treasurer of the Ovarian Cancer Research Fund.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, VA, VT, WA, WI, WV, WY

Christopher has been developing and implementing financial plans at an advanced level for close to 25 years. Whether addressing the needs of a wealthy family, business owner or corporate executive, Chris’s expertise lies in providing investment and wealth management planning strategies that encompass all areas of clients’ financial lives. As the head of the team’s investment research process, Chris has been responsible for identifying and monitoring investment managers and alternative investments for over two decades. He graduated cum laude from Lynn University with a B.S. in business finance.

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV, WY

Joel has 25 years of financial advisory and investment experience between investment banking and private wealth management. Leveraging his personal and professional network, Joel develops and services client relationships based upon a deep situational understanding. Joel also provides planning and investment advice supported by analytics and specialist resources.

Joel graduated from Harvard College cum laude and earned an M.B.A from the Wharton School at the University of Pennsylvania. He chairs the investment committee of the American Farm School and resides in Manhattan with his wife Valerie and son Luke.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, NC, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WA, WV

Berkley brings over 30 years of experience in the financial markets.  First, as a leader in Institutional Equities, then as a member of a major Investment Bank’s Executive Committee and an investor and operator of technology startups.  He brings his first-hand financial and corporate executive experience together to help provide custom purpose-built advice to individuals, families and endowments.  Berkley leverages his unique professional experience and knowledge of financial markets and business to help ensure clients meet their life’s personal and investment goals and objectives.   Berkley is a graduate of UCLA Anderson and resides in New York City.

Registered States:
AZ, CA, CO, DC, FL, GA, MN, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, WA, WI, WY

Michael has over a decade of financial services experience addressing the needs of wealthy families. As a CERTIFIED FINANCIAL PLANNER™(CFP®), Michael assists in the complex phases of planning and asset allocation. He is also well-versed in the intricacies of trust and estate planning and administration. Michael earned a B.A. in finance from Geneseo University at SUNY and holds the CFP® certification.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, KY, MA, MD, ME, MI, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WV

Regina has been in the securities industry since 2013 and is a Senior Wealth Strategy Associate focused on relationship and portfolio management needs of the practice. Regina received her M.S. in Global Affairs, with a concentration in International Business and the Private Sector from NYU, and her B.S. in Finance from the University of Florida. She is a CFA Charterholder and an active member of the CFA Society of New York. Regina also sits on the Board of Directors of AfterWork Theater and is a NextGen Advocate for Broadway Cares Equity Fights AIDS.

Registered States:
CA, CO, CT, FL, GA, MA, MD, ME, NC, NJ, NY, OH, RI, SC, TX, WV

Troy is a Wealth Strategy Associate responsible for assisting our clients with all aspects of their financial and operational needs. Troy earned a B.S. in Business Administration from Babson College with All-Academic Honors where he was Captain of the Varsity Hockey program.  He holds his Series 7, 66, and 3 licenses.

Registered States:
CA, CO, CT, FL, IA, IL, MA, MD, MI, NC, ND, NE, NJ, NY, PA, SC, TN, TX, VA

Registered States:
AZ, CA, CO, CT, DE, FL, GA, KY, MA, MD, ME, MI, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WV