Brian is a Senior Partner and Co-Founder of Schiller-Haskell Partners with 19 years of experience providing wealth management advice and guidance to C-suite executives and entrepreneurs. He joined UBS in 2009 from the Merrill Lynch Private Banking & Investment Group.

As co-lead of the team, Brian is primarily responsible for overseeing client relationships and focuses on advising corporate executives in the areas of comprehensive financial planning, concentrated equity risk management, portfolio construction and oversight, trust and estate planning, and creative lending solutions.

When he's not spending time with his family, Brian enjoys playing golf and watching sports. He supports No Greater Sacrifice, the Cystic Fibrosis Foundation and Penn State students through an Annually Funded Scholarship. Brian is a Family Office Consultant and holds the Certified Investment Management Analyst® designation. He is proud to have been named to the Forbes "Best-in-State Wealth Advisors" list in 2018 & 2019 and to the Financial Times "Top 400 Financial Advisor" list in 2019.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA

Mike is a Senior Partner and Co-Founder of Schiller-Haskell Partners with 19 years of experience providing wealth management advice and guidance to C-suite executives, entrepreneurs and family offices. He joined UBS in 2009 from the Merrill Lynch Private Banking & Investment Group. As co-lead of the team, Mike is primarily responsible for overseeing client relationships and focuses on advising corporate executives in the areas of comprehensive financial planning, concentrated equity risk management, portfolio construction and oversight, trust and estate planning, and creative lending solutions. Mike resides in Garden City, NY with his wife, Michelle and four children, Michael, Ava, William and Luke. He enjoys spending time with his family at their house in the Adirondack Mountains. Mike is a supporter of No Greater Sacrifice and is a member of the UBS Veterans Network. He is a mentor to military veterans transitioning from active duty to Wall Street through a program sponsored by American Corporate Partners. Mike is a Family Office Consultant and is proud to have been named to the Forbes "Best-in-State Wealth Advisors" list in 2018 & 2019 and to the Financial Times "Top 400 Financial Advisor" list in 2019.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA

Greg is a founding member and senior partner of MSH Wealth Management within UBS' Private Wealth Management Division. He joined UBS in 2008 from Merrill Lynch's Private Client Group where he was a Producing Sales Manager and Wealth Management Advisor. Greg has 20 years of experience in the financial services industry and focuses primarily on helping high net worth families with comprehensive financial planning, advanced portfolio construction and alternative investments.  Greg resides in Summit, New Jersey with his wife, Susanne, and two daughters, Hayden and Finley.  Greg is a supporter of The Special Olympics, The American Cancer Society, Memorial Sloan Kettering, The Navy SEAL Foundation, The Wounded Warriors Foundation, and The Billfish Foundation. Greg is a member of the Board of Trustees at the Beacon Hill Club in Summit, New Jersey.

Greg has a BA in Economics from Fordham University. He has completed the UBS Private Wealth Advisor accreditation program and the UBS Wealth Advisor program. Greg has also received the Certificate of Completion for the Private Wealth Executive Education Program offered by the Wharton School of Business and Columbia Business School. Greg has been proudly named to the Forbes "Best-in-State Wealth Advisor" list in 2019.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, KS, KY, MA, MD, MI, MO, MT, NC, NH, NJ, NV, NY, OH, PA, SC, TX, UT, VA, WA, WI

Christina is a seasoned leader with over 22 years of financial services experience. She joined UBS in 2015 from Credit Suisse, where she spent eight years as a Director in Global Wealth Management. Prior to her tenure at Credit Suisse, Christina spent a decade in Private Banking at Lehman Brothers. She is the Team Business Manager and is primarily responsible for overseeing ongoing business operations and development. Christina is a graduate of Stockton University and has a Bachelor's of Science. She also holds her Series 7 & 63 licenses. Christina is a member of the Board of Directors for the Arthritis Foundation-NJ Chapter. She is also a supporter of No Greater Sacrifice and numerous animal welfare organizations. Christina resides in Old Bridge, NJ with her husband Joe and their two children, Hailey and Cole. 

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, MA, NC, NJ, NY, PA, TX, VA

Portfolio Associate

Kevin is a Portfolio Associate for Schiller-Haskell Partners. He has 13 years of experience in the financial services industry and focuses on market research and portfolio analysis. Kevin is a Chartered Financial Analyst charter holder  (CFA®) and is a member of the CFA Society of New York.  He maintains Series 3, 7, and 66 securities licenses.  Kevin graduated with a B.A. from Bates College in Lewiston, Maine where he played Division III Golf.  He resides in New York, NY and enjoys playing golf, tennis, swimming and cycling.  He volunteers with Achilles International NYC and Catholic Charities of NY.

Registered States:
CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, MN, NC, NH, NJ, NV, NY, PA, TN, TX, VA, WA

Sandra is our most Senior Registered Client Associate, bringing 24 years of experience in the financial services industry.  She is focused on cultivating close relationships with our clients to help them manage their day to day service needs.  She also leads our Client Service Team, and is responsible for overseeing our other Client Associates to ensure we deliver the highest level of proactive service to our clients.

Born and raised in the UK, she initially worked in the court system after which she became a Police Officer before relocating to the United States.  Sandra and her husband live on Long Island with their two college aged children.  In their free time the whole family enjoys Soccer (Football) and Baseball.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA

Zachary Fu joined Private Wealth Management from the UBS Wealth Advice Center.  Zach focuses on providing the highest level of service with our clients by keeping strong communication and helping with day to day operational requests.  He is also responsible for assisting clients with retirement services, charitable giving, as well as alternative investments.

Zach maintains his Series 7 and 66 Securities licenses. He graduated from Bentley University, where he studied Finance and Computer Information Systems. Zach resides in Long Island and pursues an active lifestyle in his spare time. He loves hiking, working out and playing tennis and golf.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA

Tom is an Investment Associate with Schiller-Haskell Partners.   For the past 15 years, his work has largely involved the surveillance and administration of a large number of specialized hedged accounts serving as financing vehicles.   He also participates in other client services.

Tom has worked at UBS (+PaineWebber) for 26 years; before that, he spent 5 years at Merrill Lynch and 13 years at several commodity futures firms.   He lives in Brooklyn NY with his wife and enjoys watching baseball and listening to music.

Registered States:
CO, CT, FL, MA, NJ, NY, OH, VA