Experience Makes all the difference

The Hall-Conti Group is a boutique multi-generational family practice. We partner with our clients to deliver a personalized roadmap designed to meet life's critical financial events, both planned and unexpected. We understand the importance of protecting all you've built by creating sensible strategies that address liquidity, longevity and legacy planning. For us, this is a continuing process; remaining knowledgeable about your goals and helping you pursue them. In today's markets of heightened volatility, it is imperative to work with an experienced team that offers the entire scope of Private Wealth Management.

Stephen J. Hall

Senior Vice President - Wealth Management
212-713-3049
stephen.hall@ubs.com

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, DE, FL, GA, IN, KS, KY, MA, MD, MI, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC


Peter J. Hall, CFP®

Senior Vice President - Wealth Management
212-713-3050
peter.j.hall@ubs.com

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, DE, FL, GA, IN, KS, KY, MA, MD, MI, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC


William Conti Jr.

Senior Vice President - Wealth Management
212-713-2407
william.conti@ubs.com

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, DE, FL, GA, IN, KS, KY, MA, MD, MI, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC


Nichole Chiusano

Senior Client Service Associate
212-713-2904
nichole.chiusano@ubs.com

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:
CT, FL, KY, MD, NJ, NY, PA


Kimberly Attridge

Client Service Associate
212-713-3456
kimberly.attridge@ubs.com


Registered States:
CT, FL, KY, MA, MD, NJ, NY