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The Feldman-Simon Group
The Feldman-Simon Group
212-626-8663
212-626-8912 fax
Team Members:
Todd Feldman
Senior Vice President - Investments
todd.feldman@ubs.com

Christine L. Abbott
Account Vice President
christine.abbott@ubs.com

Marie Samaroo
Client Service Associate
marie.samaroo@ubs.com

Isaac Simon
Vice President - Investments
isaac.simon@ubs.com

Kathleen O'Brien
Senior Client Service Associate
kathleen.obrien@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

Exchange: The municipal market: A whole new world
Investment Strategy Guide: Disorderly Geopolitics
Municipal Bonds Update
The Decade Ahead: "Summary"
Emerging Market Equities: Seek Exposure to U.S. Economy
Global Risk Watch: Global Inflation Barometer

Our Perspective
Market Outlook Our_Market_Outlook.pdf (1292kb)
Corporate Profile CorporateProfile.pdf (370kb)
News
UBS reports first quarter 2011 earnings

Spotlight Articles
It's never too soon to save for your children's education
Market Outlook: Climbing the wall, not hitting it
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