The Kahner Smith Wealth Management team works intimately to deliver unique, tailored advice coupled with top-tier client service. Utilizing UBS's wealth of intellectual capital and resources, our team provides customized solutions to a range of clients, from emerging business owners, to multi-generational family offices, corporate retirement plans, senior-level executives, professional athletes and entertainment professionals. Focusing on each individual client, we offer customized services including:
- Portfolio Management & Trading Strategies
- Business & Estate Plan Design
- Retirement Plan Consulting
- Personal Wealth Solutions
- Creative Lending
Andrew Howard Kahner
As a wealth advisor, Andrew's success relies on delivery of advice that is fully tailored to each client and their goals. Whether you're an emerging business owner seeking expansion, a family office utilizing advanced portfolio management, or an athlete or entertainer in need of efficient cash management, Andrew and his team strive to provide quality service and a seamless client experience. Andrew's comprehensive wealth management approach begins with you; listening to your needs and goals. He then devises a plan that takes into account your holistic profile; your family, business and legacy.
Andrew graduated top of his class from the University of Maryland with a B.S. in Business Information Systems and Logistics. Prior to UBS, Andrew worked at Lehman Brother's bond trading department. His desire for increased autonomy and fulfillment from helping others led him to pursue financial advisory services. Since joining UBS, he's operated as an entrepreneur; building his business from the ground up, one client at a time, until his ascendance to creating a full-service team of his own. Implementing and executing a client-centric business model has led to client referrals and accolades, including admission to UBS's Top 35 Under 35 and the firm's Presidents' Council.
Andrew serves on advisory boards for the University of Maryland Alumni NY Chapter, Made in Brooklyn, and Sunrise Day Camps under the UJA Federation. He is a sponsor of Entrepreneurship Organization and is on the leadership committee of the largest Business Network International chapter in the US. Philanthropically, Andrew is involved with Little Essentials, benefitting Brooklyn's underprivileged families and Beyond the Boroughs, a national scholarship foundation.
Andrew resides in Brooklyn with his wife Noa and their daughter Kyla.
AR, CA, CT, DC, FL, GA, IA, IL, MA, MD, MI, MN, MT, NC, NJ, NY, OH, OR, PA, RI, TX, UT, VA, WA
Mark C. Smith
Mark advises private clients, companies, and large institutions on a plethora of financial matters. By utilizing financial planning and investment research, Mark provides a complete wealth management experience to a wide and diverse group of private clients. Over the years, Mark has also developed a wide array clients in professional sports and entertainment.
Prior to joining UBS, Mark graduated from Fordham University with a double major in History and Sociology with a concentration in African American Studies. After becoming a Fulbright Fellowship finalist, he managed a campaign for Attorney General for the State of New York. He secured Congressional and Senate support for the candidate, and assisted in raising millions in campaign contributions. Mark has been in the finance industry for 10 years beginning his career at Lord Abbett and Company, one of the oldest money management firms in the country. Mark also opened a restaurant, Supreme Fish Delight, in Harlem NY which he ran for 4 years and recently sold. He is also co-owner of Harlem Tour Group LLC, a company based in Harlem that provides historical tours of Harlem's jazz scene.
Philanthropically, Mark is actively involved in a number of not for profit organizations. He serves on the Board of Directors of Safe Horizon, the largest victim assistance not-for-profit in the country. Heis a member of the Fordham University President's Group, his alma mater, and led research for the Bronx African American History project. Mark was also awarded with Mentor of the Year by the Eagle Academy for Young Men and the 100 Black Men of New York.
Politically, Mark was on National Finance Committee for President Barack Obama.
AZ, CA, CO, CT, FL, IL, MA, ME, NC, NJ, NY, OH, PA, TX, WA
Ariana Campos Acosta
Wealth Management Associate
Ariana joined the Kahner Smith Group in 2013, bringing 7 years of experience in the financial services industry. Prior to UBS, she worked as a Registered Client Service Associate at Morgan Stanley Smith Barney.
Ariana provides world-class and tailored service to our clients. She is a key person in managing our clients' administrative and banking needs as well as account maintenance.
Ariana is registered and currently holds series 7, 31, 63, and 65 securities licenses, as well as Life and Health Insurance licenses. She speaks Portuguese and Spanish.
Ariana enjoys traveling, nature, and learning about different cultures.
She resides in Clark, NJ with her husband, George, sons, David and John, and English Labrador, Jack.
CT, NJ, NY, PA
Bernard Salomon Cohen
Wealth Strategy Associate
Bernard conducts investment research and due dilligence, manages client relations, and spearheads the team's business development. He has a Bachelor of Finance and a Master of International Business from the University of Florida. Bernard is fluent in French and Spanish and holds Series 7 and 66 licenses.
CA, CT, FL, NJ, NY, TX