Todd's experience in the financial services industry spans past three decades, beginning at PaineWebber, which later became UBS.

His business model is built around getting to know you personally. Todd wants to know about your life, your family, your interests, what you dream about and what keeps you up at night. By learning about the lifestyle you desire, his investment plan becomes a reflection of who you are.

Todd lives in Fairfield, CT, where he raised three boys. In his free time he enjoys kite boarding, snowboarding and mountain biking. He also cannot pass up a visit to the flea market. Todd's passion is helping people simplify their lives, and he is also a licensed health counselor with the American Association of Drugless Practitioners.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, UT, VA, VT, WI

Christine is a CERTIFIED FINANCIAL PLANNER ™ who takes a holistic approach to managing wealth. 

Chris has the power to listen.  She has been told that when she listens, her world shuts down around her.  She wants to see her clients succeed in life, and is resourceful to find a way to make it happen.  She will keep looking for the right match until she is satisfied with the right fit.

After obtaining her undergraduate degree from Rutgers University, Chris received her MBA from the University of Connecticut.  She lives with her partner, Erica, and their son, Garrett, in New Jersey.  They have such a love for outdoor activities and nature that they named their son after their favorite place to go hiking. 

Registered States:
CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, KY, LA, MA, MD, MI, MN, NC, NJ, NM, NV, NY, OH, PA, SC, TX, UT, VA, VT

Kathleen has over 26 years of experience in the financial services industry. Kathleen is the Senior Client Service Associate on the team and is responsible for overseeing all aspects of client service, operations and administration. Her duties include ensuring appropriate account documentation and maintenance, opening accounts, checks, credit lines and much more. She began her career at PaineWebber in 1989 and has been with our team ever since. Kathleen lives with her husband in Long Island where she enjoys biking along Long Beach.

Frank joined The Feldman Abbott Wealth Management Group in 2011 and has over 33 years of industry experience. Frank’s strong background as an institutional trader enables him to play a key role in day to day operations and implementation of the team's investment plans. He specializes and oversees all option executions and handles the team’s initial public offering distributions.  It is this experience that makes him the lead and our client’s point of contact for the trading side of the business. Frank enjoys jet skiing in his spare time.

Registered States:
CA, CO, CT, DE, FL, GA, HI, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NY, OH, PA, SC, TX, VA, VT, WI

With a career spanning a decade in Financial Services, Matthew joined UBS in 2011 and received the CERTIFIED FINANCIAL PLANNER designation in 2019.

He works first hand cultivating new and old client relationships to help them achieve their financial goals.

By collaborating with individual business owners, C-Suite executives, ahtletes, families and entertainers, Matthew helps clients get to the point in life where their they are no longer working for their assets, rather, their assets are working for them.

Realizing early in his career that every individual has a different relationship to money and that clients do not need him to make them succussful, his job is protect and grow their wealth.  He leverages all that UBS has to offer to make sure clients use financial planning to acheive their individual dreams.

Matthew graduated from the Rockefeller College of Public Affairs and Policy at the State University of New York at Albany. He now resides in Westchester, NY for the past 4 years with his wife Claudia. Being a native New Yorker, he is an avid New York sports fan who enjoys spending his free time with his wife, playing softball in Manhattan during the week, baseball on Sundays in Staten Island. Close to his heart is the  Lustgarten Foundation to battle Pancreatic Cancer and he stays involved in Alumni Relations for SUNY in the New York City area.

Registered States:
CA, CT, FL, MN, NC, NJ, NY, TX