At The Dellomo-Mahony Group, we specialize in tailoring unique solutions to your financial challenges. So much of your future relies on our ability to understand you and the things that are important in your life.
Our experience with multigenerational families will provide you with the planning you desire and an implementation strategy supporting your values for future generations. We work with busy executives and small business owners on managing their current financial needs while planning for future liquidity events.
we will use our firm's global expertise and experience to develop personalized strategies for your individual needs and goals. In doing so, we will make your life easier by coordinating with your accountants and attorneys for a balanced comprehensive view of your entire financial picture.
From giving advice when you ask for it to ancitipating your changing needs, we are dedicated to helping you pursue your goals.
Senior Vice President - Wealth Management
Certified Investment Management Analyst (CIMA®)
Tracy joined UBS Financial Services Inc. in January 2009 after a 15-year career as a Wealth Management Advisor at Merrill Lynch. Before her career in financial services, she had a successful career in commercial real estate with Cushman & Wakefield. Tracy has a B.S. from Fairfield University and holds an M.B.A. from Hofstra University. She has extensive experience in dealing with ultra high net worth clients in all areas of concentrated stock, alternative investments and all phases of money managment. She is also very experienced on the credit side of client relationships, ranging from personal mortgages, secured lines of credit, mezzanine finance and multimillion dollar business loans.
Tracy obtained the Certified Investment Management Analyst designation from the Investment Management Consultants Association (IMCA) after successfully completing the course work at the Wharton School of the University of Pennsylvania in 2003. Tracy has also completed the CPWA program through IMCA in conjunction with the University of Chicago Booth School of Business. She holds the Series 7, 63 and 65 securities license, has a 31 managed futures license and is a licensed insurance agent. Tracy lives in Locust Valley, NY, with her husband Clifford Packingham. She is also involved in numerous local community efforts.
AZ, CA, CT, DE, FL, GA, KS, MA, ME, MI, MO, MT, NC, NH, NJ, NY, OH, PA, SC, TX, VA, VT
First Vice President - Wealth Management
Chartered Retirement Planning Counselor (CRPC®)
Kevin joined UBS Financial Services, Inc. In January 2009 after a 15-year career at Merrill Lynch. Before becoming a Financial Advisor in 2002, he had been a trust specialist with Merrill Lynch Trust Company. His unique experience includes 19 year in the estate and trust industry, having started his career with Manufacturers Hanovers Trust and later Midlantic National Bank. Kevin has a B.B.A. in finance from Adelphi University. He specializes in estate and trust planning for our high net worth clients and the ongoing management of their trusts. He also has extensive experience in charitable giving strategies and retirement planning.
Kevin obtained the Chartered Retirement Planning Counselor designation from the college for Financial Planning in 2006. He has also completed the CPWA program through the Investment Management Consultants Association in conjunction with the University of Chicago Booth School of Business. He Holds the Series 7 and 66 securities licenses and a series 31 managed futures license. He is also a licensed insurance agent. Kevin lives in Forest Hills, NY.
AZ, CA, CT, DC, DE, FL, GA, KS, MA, MI, MO, MT, NC, NH, NJ, NY, OH, PA, SC, TX, VA, VT
Client Service Associate