Knowledge Powered by experience

Maureen E. Kelly

Senior Wealth Strategy Associate
212-713-2719

email   Connect with me on LinkedIn



Maureen began her career in financial services in 1991 with Smith Barney and joined UBS predecessor firm, PaineWebber, in 1994. She has been an essential part of Bill Einstein’s team since 1998.

Working primarily with affluent individuals and families, Maureen is dedicated to helping clients build more than a financial plan, but also a life plan focused on their individual goals and needs. Beyond investment management, Maureen understands that clients want superior service and holistic wealth management that is centered on their individual financial situation.

Maureen grew up on Long Island, and after living in New York City and Hoboken for over 20 years, she now resides in Babylon, NY. She studied accounting at the New York Institute of Technology and has earned Series 3, 7, 63 and 66 securities licenses, as well as annuity and life insurance licenses. Outside of work, Maureen enjoys skiing, hiking, traveling and spending quality time with her family, friends and chocolate lab, Luna.


Registered States:
AL, CA, CO, CT, DC, FL, IL, MA, ME, MI, NH, NJ, NY, PA, RI, TX, VA, WA


Christina Argento

Client Service Associate
212-713-2730

email   Connect with me on LinkedIn



Christina entered the financial services industry in 2006 and joined UBS in 2011. For Bill Einstein’s team, she handles administration, client service, account maintenance and daily monetary transactions. She also works closely with accountants and attorneys to assist with any questions they may have regarding clients. Attentive, thoughtful and efficient, Christina is committed to building client trust by providing a personal touch and treating every client with respect.

Christina graduated from St. John’s University with a B.S. in finance. She earned Series 3, 7, 63 and 66 securities licenses. Outside of work, she enjoys running and working out. She has helped raise money for the Leukemia and Lymphoma Society by training for, and completing, the NYC Marathon. Christina is married, a mom, and enjoys spending time with her family.


Registered States:
AL, CA, CO, CT, DC, FL, IL, MA, ME, MI, NH, NJ, NY, PA, RI, TX, VA, WA