UBS
Home | |
About UBS Wealth Management Bookmark this Page
UBS Wealth Management

UBS Home

UBS Wealth Management


Home

EastRock Wealth Management
EastRock Wealth Management
203-562-0700 ext. 3308
203-498-3308
203-624-1248 fax
Send us an e-mail: james.dorney@ubs.com
Team Members:
Stephen P. August
First Vice President - Investments
Senior Portfolio Manager, Portfolio Management Program
Advisory and Brokerage Services
stephen.august@ubs.com

James B. Dorney
Vice President - Investments
Portfolio Manager, Portfolio Management Program
Advisory and Brokerage Services
james.dorney@ubs.com

Marc A. Ciociola
Vice President - Investments
Advisory and Brokerage Services
marc.ciociola@ubs.com

Janet S. Berry
Senior Client Service Associate
janet.berry@ubs.com

Where does the investor with complicated investment needs find the personalized service and attention he or she requires? As a firm with vast resources, we are equipped to address these complex issues. We recognize that high-net-worth investors need sophisticated wealth management strategies, individualized portfolio design and periodic reviews.

Some of the benefits our team offers include:

  • Personalized attention to financial goals
  • A well-defined and structured investment strategy
  • Strength in numbers: Our team has different experiences and perspectives working in concert for the benefit of the client
  • A broad range of investment and financial products and services
  • UBS Wealth Management Research  

Investment Insights
Our Perspective
The Decade Ahead the_decade_ahead.pdf (1778kb)
Weekly Guide weekly_guide.pdf (215kb)
Cashin's Comments cashin_comments.pdf (108kb)
Fixed Income in a Rising Rate Environment JE12908_31974_Nuveen_Revitalizing_America.pdf (1440kb)
The UBS Monthly Market Outlook Call market_watch_wednesday.pdf (115kb)
The Guide to Retirement Plans for Business Owners and Professionals ret_business_owners.pdf (2831kb)
Distribution options from employer retirement plans Retire_Plan_Distributions_Circular.pdf (105kb)
The Decade Ahead: The great deleveraging the_decade_ahead_great_deleveraging.pdf (1369kb)
Investment Strategy Guide investment_strategy_guide.pdf (1431kb)
Revitalizing America: Forging a new path toward economic prosperity Revitalizing_America_WMR_report.pdf (567kb)
News
Print this page E-mail this page  
Key Information
Account Login
User Name
Password
Benefits of Enrolling
Enroll Now
First-Time User
View Mailbox
Market Update
DJIA 12878.20
NASDAQ 2904.08
S&P 500 1347.05
30yr Tsy 3.14
Market Info
Quotes delayed at least 20 minutes Market Information, Copyright 2002 Reuters Limited. All rights reserved.

Revitalizing America: LA
Credit Cards
Terms of Use | Privacy Statement | E-mail Disclosure
Products and services in these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. www.ubs.com
© UBS 2011. All rights reserved.
Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA.
Notice for Non-U.S. InvestorsOrder Routing DisclosureStatement of Financial ConditionBest Execution StatementLoan Disclosure StatementAccount Sweep YieldsAdvisory & Brokerage ServicesCFP Board's Trademark DisclaimerImportant Information About Auction Rate Securities.