Stephen launched his career at Merrill Lynch in 1971. He joined UBS in 2009 from Smith Barney when the firm was acquired by Morgan Stanley. Stephen's expertise draws on his 40 plus years of experience working with his clients in almost every market environment, guiding them to achieve their individual investment objectives.

He and his team bring a holistic approach to wealth management, developing a road map for each client that encompasses lifestyle planning, risk management, liability management and portfolio construction in a long term plan that incorporates life's events both expected and unexpected.

Stephen is a graduate from Franklin and Marshall College with a B.A. in sociology. He enjoys traveling, skiing, fishing, gardening and spending time with his family and friends. Stephen has served on the Board of Golden Blossom Honey, his local country club, and his local library. He currently resides in Waccabuc with his wife of almost 50 years. Together they have 3 children and 8 grandchildren.

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

Peter is a second-generation professional in the financial services industry, following his father who is a 40-year veteran of the industry and his role model. A part of the industry for fifteen years himself, he focuses on estate planning, new business development and asset allocation strategies. He and his team primarily serve high net worth individuals, and non profit organizations. Peter earned a BA from Williams College in Williamstown, Massachusetts. He holds Series 7, 63 and 65 securities and life insurance licenses. In addition, he holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

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

Bill joined UBS after serving for 25 years at distinguished companies such as PaineWebber, Merrill Lynch and Smith Barney. He uses a planning based team approach to wealth management, with defined roles and responsibilities for each member, along with a client service platform that helps clients prepare for life’s critical financial events. Bill and his team serve individuals, professionals and retirees, focusing on the areas of asset allocation, investment consulting and managed account services. Bill earned a B.S. in business economics from Bloomsburg University in Bloomsburg, PA.

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

Sinead entered the financial services industry straight out of college, starting as an intern at Bear Stearns. She joined UBS in 2006, where she worked her way up from an Investment Associate role to becoming a Private Wealth Advisor in 2009.

Sinead and her team, Long Trail Wealth Partners, work with high net worth individuals and families on developing and implementing comprehensive wealth management and wealth preservation strategies. She is a Certified Financial Planner (CFP), demonstrating her true commitment to serving the complex needs of individuals and families with substantial wealth. Sinead does her best to earn her clients’ trust by delivering sound and practical advice and solutions unique to their needs. 

Sinead received her Bachelors of Business Administration from Berkeley College with a concentration in International Business.  Aside from work, Sinead actively supports charities promoting causes that improve the lives of women and children including Girls on the Run & KEEN New York. Sinead is an active member of The Ireland Fund Young Leaders in New York and she was awarded Young Leader of the Year in 2018. In her spare time, Sinead enjoys staying active through running and swimming. Sinead resides in Manhattan

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

Nichole’s 12 years of experience in the financial services industry serves as a valuable asset in support of the team and it’s clients—most particularly in the areas of retirement planning, annuities, mutual funds and alternative investments.

Registered States:
CA, CT, FL, IA, KY, LA, MD, MN, NH, NJ, NM, NY, OK, PA, VT, WI, WY

Registered States:
CT, FL, IA, KY, LA, MA, MD, MN, NH, NJ, NM, NY, OK, VT, WI, WY