"There is no greater responsibility than being trusted with a client’s wealth and legacy—I strive to earn that privilege every day."

Wendy has been guiding multigenerational families and institutions to successfully shape their legacies for more than two decades.  As a Private Wealth Advisor and Family Office Consultant, Wendy is masterful at integrating every aspect of a client’s financial life, including asset management, trust and estate planning, philanthropy—and, above all, a client’s vision and purpose—to deliver a plan that is truly personal.

Wendy is adept at marshalling the extensive resources available through UBS, the world’s largest wealth manager, for the benefit of each of her clients.  Her extensive background working with boutique firms as well as large financial institutions gives her a unique perspective and ability to offer an extraordinarily personalized experience.

Wendy is acutely tuned to the needs of women, partnering with and empowering them—especially through periods of transition.  Wendy’s intimate knowledge of her clients’ goals and aspirations means she is often the first phone call when they need advice on issues that impact their lives.

Previous Experience

• Credit Suisse Private Bank
• UBS Private Bank
• BBR Partners
• Citigroup Private Bank
• Salomon Smith Barney Asset Management 

Education 

• B.A., psychology, Syracuse University

Designations, registrations and accolades 

• Forbes America’s Top Women Advisors, (2018 – 2020)
• Forbes Best-In-State, Wealth Advisors, New York, (2019 – 2021) 
• Working Mother magazine Top Wealth Advisor Moms, (2018 – 2020)
• Series 7 and 66 securities licenses
• Life, accident and health insurance licenses

Life 

• Wendy serves on the National Investment Committee of the American Heart Association.
• Wendy is a member of the executive leadership team for the American Heart Association’s Go Red for Women Campaign in New York City.  She is also the chairwoman of the NYC Go Red for Women Luncheon.
• Wendy serves on the board of managers of the East Side House Settlement, a community-based organization serving the Bronx and Northern Manhattan.  Since 2013, she has held a number of roles including positions on the program, finance and nominating committees.  Wendy is a vice chair of the Winter Show, an annual benefit for East Side House and the leading art, antiques and design fair in America.
• She supports numerous other charitable organizations including the Breast Cancer Research Foundation and Same Sky.
• Outside of UBS, Wendy loves spending time with her family, exercising and playing tennis.  She has also completed an Ironman Triathlon. 
• She resides in Armonk, NY with her husband and daughter. 

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, LA, MA, MD, MN, MO, NC, NJ, NV, NY, OH, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

“We strive to understand our clients on a deeper level, both personally and financially, and to collaborate with them to lead a more fulfilled life.”

For more than 32 years, Eric has been an advisor to a diverse group of clients ranging from family offices, entrepreneurs and corporate executives, to clients in the entertainment industry, foundations and endowments.  His knowledge encompasses all dimensions of a client’s personal and financial life, including investments, business, passion and legacy.  As a Family Office Consultant, Eric empowers families, helping to define the core values that unite successive generations for preserving and sustaining their wealth.

Eric leads the team’s due diligence process for all investments.  He is passionate about analyzing changing trends in the economic, political, and financial environment and understanding how these shifting dynamics impact clients’ lives and portfolios.  Having guided clients through multiple economic cycles, Eric draws upon his deep experience to construct portfolios that can help mitigate risk and capitalize on opportunities.

Previous experience 

• Credit Suisse Private Bank
• Wachovia
• Salomon Smith Barney

Education 

• B.A., economics, Stony Brook University

Designations, registrations and accolades

• Forbes Best-In-State Wealth Advisors, (2019 - 2021) 
• CIMA® certification, Wharton School, University of Pennsylvania
• CEPA® designation, The Exit Planning Institute
• Series 7 and 65 securities licenses
• Life, accident and health insurance licenses

Life 

• Eric serves as the co-chair of the annual New York International Auto Show Gala, a benefit for East Side House, one of New York City’s oldest not-for-profit community service organizations.
• In 2020, he cofounded the Farms to Food Banks initiative, a program created to feed hungry New Yorkers in the wake of the COVID-19 outbreak.
• Eric is a member of Gen Next, an organization of successful individuals dedicated to learning about and becoming engaged with the most pressing challenges facing future generations.
• Eric is also a longtime supporter of the Breast Cancer Research Foundation and numerous other charities.
• Eric is a classic car enthusiast and has participated in numerous rallies throughout the United States and Europe. He also enjoys cycling and skiing.
• He resides in Bedford, NY, with his wife and son.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, LA, MA, MD, MN, MO, NC, NJ, NV, NY, OH, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

“The best part of my job, hands down, is the deeply personal relationships we develop with our clients and their families. Our goal is to be the first place our clients turn when they need help with anything—and I mean anything. We are there to celebrate the good times and also, more importantly, support them through challenging times.”

Through customized financial planning, Lizzie focuses on helping people achieve their life goals. Lizzie joined the UBS Private Wealth team, Wittenberg Holmes Decarlo Partners in 2013, as the team’s third advisor. Today, as a next-generation Private Wealth Advisor, Lizzie and her colleagues advise some of the country’s most successful individuals and families.

Lizzie works closely with clients to develop and then implement their financial plans. She delves into each client’s unique situation, making sense of existing structures and creating custom “blueprints” to help them meet future goals. She particularly enjoys working with women and young families as they navigate life’s personal and financial challenges. Lizzie is proud to be both a female Financial Advisor as well as a millennial—segments that are typically underrepresented in the broader industry.

Previous experience

• Credit Suisse Private Bank
• Amity Search Partners
• SG Partners

Education 

• M.B.A., Darden School of Business, University of Virginia
• B.A., history and art history, Williams College

Designations, registrations and accolades

• Forbes Top Next-Generation Best-In-State Wealth Advisors, New York, 2019
• Forbes America's Top Next-Generation Wealth Advisors, 2018
• Certified Exit Planning Advisor (CEPA®) 
• Series 7 and 66 securities licenses
• Life, accident and health insurance licenses

Life

• A lifelong sports enthusiast, Lizzie captained the women’s varsity squash team and was a founding member of the women’s varsity golf team at Williams College.
• Lizzie is an active alumni volunteer for Deerfield Academy and the Greenwich Country Day School.
• She supports many local charitable organizations, including Hackers for Hope and the Same Sky.
• Lizzie lives in New Canaan, CT with her husband.
• In her free time, she enjoys playing golf, skiing and traveling to new destinations.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, LA, MA, MD, MN, MO, NC, NJ, NV, NY, OH, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

“I have always been passionate about taking care of others. It is a great privilege and personal joy to be able to help our clients in any aspect of their life.”

Katie has a dynamic role on the team, combining her passion for working with clients with a process-driven approach to client service. She joined Wittenberg Holmes Decarlo Partners while at Credit Suisse and was indispensable in helping the team successfully transition to UBS in 2015. Today, Katie is focused on fostering the next generation of client relationships by sharing meaningful and relevant content, as well as offering helpful advice during periods of life transition.

Katie enjoys using skills learned as a part of her CFP^® designation to help prepare for client review meetings, build financial plans, and review asset allocations. She also uses her leadership expertise as the business operations manager of Wittenberg Holmes Decarlo Partners. She partners with both the advisors and service associates to efficiently facilitate all requests and answer any questions. Katie is committed to each client having the best possible experience.

Previous experience

• Credit Suisse Private Bank
• UBS Private Wealth Management
• UBS Private Wealth Management

Education

• B.S., business administration, minor in English literature, University of Richmond

Designations, registrations and accolades 

• Certified Financial PlannerTM(CFP^®) professional
• Series 7 and 66 securities licenses
• Life, accident and health insurance licenses

Life

• Katie enjoys reading, traveling and running in her free time.
• She supports St. Jude Children’s Hospital, philanthropy focused oneducation and human rights.
• Katie lives in New York City, on the Upper East Side.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, LA, MA, MD, MN, MO, NC, NJ, NV, NY, OH, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

“I am an outgoing individual who genuinely wants to help people. I thoroughly enjoy and embrace the challenges involved as I help our clients solve their financial problems and pursue their goals.”

Thomas’s passion for mathematics inspired him to shift from a pre-medical path in college to become an economics major. Today, as a Senior Wealth Strategy Associate for Wittenberg Holmes Decarlo Partners, Thomas knows that his decision was the right one for him.

As a Chartered Financial Analyst^® (CFA^®), Thomas works with the senior partners on investment analysis and portfolio construction. He also manages the team operations related to alternative investments and structured products. Supporting his team and their service commitment, Thomas always puts clients’ needs first and strives to achieve the best possible outcome.

Previous experience

• Credit Suisse Private Bank

Education 

• B.A., economics, University of Virginia

Designations, registrations, and accolades

• Chartered Financial Analyst^® (CFA^®)
• Chartered Alternative Investment Analyst (CAIA)
• Chartered SRI Counselor (CSRIC^TM) 
• Series 7 and 66 securities licenses
• Notary public

Life

• Thomas enjoys soccer, running, lacrosse and water sports.
• His favorite sports teams include the Denver Broncos, Real Madrid and any UVA Team.
• He is an avid reader and specifically loves reading biographies and the classics while listening to music.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, LA, MA, MD, MN, MO, NC, NJ, NV, NY, OH, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

"I strive to have an impact on everyone that I meet. I truly enjoy working with clients, building deep relationships, and solving problems. There’s nothing more gratifying than exceeding clients’ expectations."

While Caitlin’s knowledge and experience in the communications field helps in building strong, long-lasting client relationships, her financial acumen and marketing expertise equips her to deliver exceptional client service experiences throughout every aspect of a client’s life.

As a Client Service Associate, Caitlin always puts clients’ needs above all else and is committed to helping clients meet their goals. She also assists in the team’s daily operations and delivers customized service and solutions to clients, always striving to exceed their expectations.

Previous experience

• Stone Harbor Project Advisors
• Havas Media Group
• Integrated Corporate Relationships Inc.

Education

• B.A., strategic communications, Elon University

Designations, registrations and accolades

• Securities Industry Essential Exam 

Life

• Caitlin was actively involved with Elon University’s Student Government Association.
• She played on the women’s club lacrosse team at Elon University as a low defenseman.
• She is an avid sports fan and player, including ice hockey, golf and skiing. She enjoys traveling, hiking and being outdoors with family and friends

“All of us at Wittenberg Holmes Decarlo Partners work together to help ensure we are going above and beyond for all our clients. Being the best in the business is our top priority.”

Linda brings more than 10 years of UBS Private Bank experience to her role as Team Administrator for Wittenberg Holmes Decarlo Partners ultra high net worth clients and their families. She is responsible for helping to ensure that our clients’ operational requests are managed efficiently and that they receive the assistance they need in all aspects of their financial lives.

Linda’s goal is to provide the most positive client experience, and she works diligently to understand our clients and find solutions for them. By showing respect and having a strong knowledge of our products, Linda helps our team deliver high-touch service.

Previous experience

• UBS Private Bank

Education

• Professional diploma, Institute of Bankers in Ireland

Designations, registrations and accolades 

• Series 7, 63 and 65 securities licenses

Life

• Linda loves spending time with her husband, Chris, and her children, Keeley and Conor.
• She enjoys running and working out.
• She is a Liverpool football fan and enjoys watching soccer and golf.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

"I believe our team culture is what differentiates us. We go to great lengths to help our clients and to provide the highest level of service possible. I strive to foster meaningful relationships with our clients to ensure their goals and expectations are exceeded."

Cameron spent a year in the Financial Advisor Program at Morgan Stanley further developing his interest in Wealth Management before joining Wittenberg Holmes Decarlo Partners at UBS.

Cameron is an integral part of Wittenberg Holmes Decarlo Partners responsible for managing all team operations, client requests, account administration, and problem-solving. His experience in the financial services industry has further strengthened his commitment to building and maintaining long-lasting client relationships. He upholds the team’s commitment to integrity and honesty while ensuring all client needs are met.

Previous experience

• Morgan Stanley

Education

• B.A., finance, minor in business analytics, Villanova University

Designations, registrations and accolades

• Series 7 and 66 securities licenses

Life 

• Cameron enjoys travel and sports.
• He is especially passionate about Villanova football, where he was a starting defensive back for the Wildcats.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, LA, MA, MD, MN, MO, NC, NJ, NV, NY, OH, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

“No two days of working with our clients are the same. The ability to collaborate with such a dynamic team and to create personal relationships with each of our clients is very rewarding.”

Jay works closely with the operations team ensuring all daily operational tasks are completed in an orderly and timely fashion. Additionally, he assists in the operations of the team’s alternative investments.

Before joining Wittenberg Holmes Decarlo Partners, Jay was an Analyst at Astor Realty Capital and Berko & Associates, a commercial real estate private equity and brokerage firm. He is ecstatic to be a member of such a high-powered team and to learn from every one of his coworkers.

Previous experience

• Astor Realty Capital
• Berko & Associates
• Guy Carpenter

Education

• B.S., economics, minor in accounting, John Jay College

Designations, registrations and accolades 

• Securities Industry Essentials Exam

Life

• Jay is a passionate New York Rangers fan as well as a fan of all New York sports teams.
• His other interests include listening to music, watching and playing golf, and collecting sports memorabilia.
• Jay is Irish American and is from Woodlawn, an Irish neighborhood north of New York City.