Experience Makes all the difference

At The Broad Group, our team is focused on each client relationship, seeking to provide an incomparable level of personal service. We’re passionate about helping our clients and providing wise, confident advice that leads to effective and appropriate wealth planning decisions.

Casey S. Kriedman, CFP®

Managing Director - Wealth Management
CERTIFIED FINANCIAL PLANNER™
212-309-3247

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After spending four years in client management within the advertising industry, Casey moved into the financial services business in 2001. Since then, Casey has provided clients with comprehensive, collaborative and confidential guidance. She and Carryn McLaughlin co-founded their practice in 2005 on the simple philosophy that clients’ wealth management needs are best served by a holistic approach to their complex personal and financial lives. To that end, Casey focuses on creating wealth strategies designed to prepare each family member to collectively manage, sustain and grow their wealth across multiple generations.

Casey joined UBS in 2014 after seven years at J.P. Morgan Private Bank. She previously served in leadership roles at Lenox Advisors and Prudential Securities. Casey earned her B.A. in sociology and spanish at the University of Pennsylvania, and is a Certified Financial Planner® Professional. She holds Series 7, 63 and 65 securities licenses. Casey lives in New York City with her husband and their children.

My professional achievements

– Forbes America's Top Women Advisors, 2020

Working Mother Magazine Top Wealth Advisor Moms, 2018, 2019, 2020


Registered States:
CA, CO, CT, DE, FL, MA, MI, MO, NJ, NY, PA, PR, SC, TX, WA, WY


Carryn L. McLaughlin, CFP®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
212-309-3244

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Carryn has been providing a holistic approach to wealth management for a select number of ultra high net worth clients since 2005, when she and Casey Kriedman co-founded their practice. With a specific focus on wealth planning and asset preservation, Carryn excels at demystifying investment solutions and helping her clients simplify complex financial decisions.

After seven years with J.P. Morgan Private Bank, Carryn joined UBS in 2014. Prior to J.P. Morgan, she worked at Lenox Advisors. Carryn earned a B.S. in international business management from The Pennsylvania State University and is a Certified Financial Planner® Professional. She holds Series 7, 63 and 65 securities licenses, as well as her insurance license. Carryn lives in New York City.

My professional achievements

– Forbes America's Top Women Advisors, 2020

Forbes America’s Top Next-Generation Wealth Advisors, 2018, 2020

– Forbes Best-In-State Next-Generation Wealth Advisors, 2019

– UBS Top 35 Under 35, 2018, 2019

 


Registered States:
CA, CO, CT, DE, FL, MA, MI, MO, NJ, NY, PA, PR, SC, TX, WA, WY


Sonia Trivedi, CRPC ®

Senior Wealth Strategy Associate
Chartered Retirement Planning Counselor (CRPC®)
212-309-3036

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As The Broad Group's Senior Wealth Strategy Associate,  Sonia has a deep knowledge of UBS wealth management solutions to help clients pursue their goals. Sonia understands that each client is different and personalizes her approach to meet their needs. Sonia provides clients with access to comprehensive financial plans to drive focus on what's really important to them.

After four years working as a financial advisor at the UBS Wealth Advice Center, Sonia joined The Broad Group in May 2020. Sonia earned her Chartered Retirement Planning Counselor (CRPC®) designation, and is currently a Level III Candidate in the Chartered Financial Analyst Program (CFA) with an expected completion date in 2021. Sonia received her B.A. in Economics and Psychology at Rutgers University. Outside of work, Sonia enjoys baking and going on long hikes. She holds Series 7, 63 and 66 securities licenses. Sonia lives in Brooklyn with her dog, Max.

 


Registered States:
CA, CO, CT, DE, FL, MA, MI, MO, NJ, NY, PA, PR, SC, TX, WY


Brett L. Richter

Wealth Strategy Associate
212-309-3016

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Brett started his career at UBS Private Wealth Management in June of 2016 after graduating from the University of Maryland with a B.S in Finance. Brett joined The Broad Group in September 2018 and has taken an active role in all aspects of the teams' business. He is the point of contact for onboarding clients as well as helping with manager due diligence and connecting the group with our next generation clients.

Brett is passionate about working with entrepreneurs in all aspects of their personal, financial, and planning needs using a consultative approach. Having seen and worked within his family's small business, he has a unique perspective into what it takes to succeed as an entrepreneur. Outside of work, Brett enjoys reading, traveling, and golf. He is Series 7 & 66 licensed, and is a CFP® candidate. Brett resides on the Lower East Side of Manhattan.


Registered States:
CA, CO, CT, DE, FL, MA, MI, MO, NJ, NY, PA, PR, SC, TX, WA, WY