With more than 35 years in the financial services industry, Bill prides himself on finding out all he can about his clients, so he can create a full picture of their financial and life goals. By understanding his clients’ unique needs, he provides holistic wealth management that sets the course for achieving long-term success. Rooted in his deep knowledge of fixed income securities, Bill began his career in 1980 with Lebenthal and Co. Over the next 15 years, he transitioned to Salomon Brothers, Bear Stearns and First Boston. In 1995, Bill joined UBS predecessor firm PaineWebber. Throughout his career, he has been dedicated to protecting the financial well-being of his clients—primarily ultra-high net worth individuals and families—by focusing on providing comprehensive financial planning and investment management.

 Having built his practice on a disciplined and well-defined wealth management process, Bill offers guidance that is based on in-depth conversations with his clients and a thorough understanding of their goals, challenges and comfort with risk. Bill’s passion and commitment to exceptional service and developing long-lasting relationships has helped him achieve recognition from Barron’s Top 1,200 Financial Advisors for 2014 – 2019 and Top 1,000 Financial Advisors for 2009 – 2013. Bill was also named to the Forbes Best-In-State Wealth Advisors List for 2018 and 2019, the Financial Times Top 400 U.S. Financial Advisors list for 2014 and 2013, and Registered REP’s Top 100 Wirehouse Advisors list for 2016, 2014, 2013, 2011, and 2009.

 Bill earned his degree in economics from Trinity College in Hartford, CT. He has earned Series 3, 5, 7, 15, 63 and 65 securities licenses, as well as annuity and life insurance licenses. He and his wife of over 30 years have three grown children. Outside of work, Bill enjoys tennis, golf, squash, skiing, fishing and his latest passion, participating in triathlons.

Registered States:
AL, CA, CO, CT, DC, FL, GA, HI, IL, KY, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NY, PA, RI, SC, TX, VA, WA, WY

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 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