Passionately delivering the very best of UBS to my clients
A 25-year veteran of the financial services industry, Andrew joined UBS in 2008. Throughout his career, Andrew has been passionate about bringing investment opportunities to an affluent clientele. He helps to develop and execute customized financial plans utilizing a variety of products including equities, equity derivatives, fixed income and exchange traded funds. Appreciated for his honest and service-oriented approach, Andrew provides clients with invaluable insight from both his institutional and wealth management background.

Previous experience

• Managing Director, Deutsche Bank
• Founding partner, the Perry Group, Merrill Lynch
• Financial Advisor, Salomon Brothers

Accolades

• Barron‘s Hall of Fame, 2019
• Forbes Best-In-State Wealth Advisors, 2018, 2019
• Barron‘s Top 1,200 Financial Advisors, 2014 – 2019
• Barron‘s Top 1,000 Financial Advisors, 2010 – 2013
• Barron‘s Top 100 Financial Advisors, 2010 – 2017

Education

• Bachelor’s degree, economics/finance, Rutgers University

Life

• Andrew is active with the Rutgers Alumni Association and currently is on the board of Rutgers Business School.
• He is actively involved with a variety of charities including the Valerie Fund, Wild Earth, Team Academy Charter School and several Jewish charities.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Prudent planning and portfolio management
With over 20 years’ experience as a Financial Advisor, Todd brings to the ViewPoint Partners a keen understanding of the markets and a comprehensive approach to portfolio management. He has built long-standing relationships with a select clientele of affluent families and entrepreneurs who rely on him for custom asset allocation strategies and implementation, fixed income solutions, as well as partnering with firm professionals in trust and estate planning to resolve the complex issues his clients face. In addition, he works with planning professionals to create and implement financial plans specific to the individual needs of each client.

Previous Experience

• Managing Director, Deutsche Bank Alex Brown
• Founding partner, the Perry Group, Merrill Lynch
• Financial Advisor, Lehman Brothers

Accolades

• Forbes Best-In-State Wealth Advisors, 2018, 2019
• Barron’s Top 1,200 Financial Advisors, 2014 – 2019
• Barron’s Top 1,000 Financial Advisors, 2010 – 2013
• Barron’s Top 100 Financial Advisors, 2010 – 2017

Education

• Bachelor’s degree, Rutgers University

Life

• Todd is active with a number of charitable organizations including: RENS, KSK, and WSP Foundation.
• Todd lives with his wife and their four children in Maplewood, NJ.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Defining integrity in Private Wealth Management
With a career that spans more than three decades—five bear markets and three recessions—Sharon’s insight and experience are reflected in the holistic solutions and clarity she delivers to her clients’ financial lives. Backed by the global resources and partners of UBS, she can be a single point of contact to provide advice on all aspects of financial life.

Everyday Sharon is inspired to listen and discover more about her clients’ goals and concerns. She is gratified knowing that she has had the opportunity to impact multiple generations. Integrity is the guiding principle in her career and in life, although collaboration and transparency are also top priorities in her practice.

Previous experience

• Kidder, Peabody & Co., which was later acquired by Paine Webber Inc. and UBS
• Earlier, a career in fashion and textiles

Accolades, credentials, registrations

• UBS Chairman’s Circle
• Barron‘s Hall of Fame, 2019, 2020, 2021
• Barron’s Top 50 Private Wealth Management Teams, 2020, 2021
• Barron‘s “Top 100 Women Financial Advisors,“ 2006 – 2021
• Barron’s feature contributor, “All in the Family,” Best Advice column, 2012
• Forbes America’s Top Women Advisors, 2017 – 2021
• Forbes Best-In-State Wealth Advisors, 2019
• Irish America Magazine, “The Wall Street 50,“ 2006 – 2019
• REP. Magazine and WealthManagement.com‘s “Top 50 Wire house Women,“2012 – 2015
• Financial Times “Top 400 Advisers,“ 2014
• Contributor to CNBC‘s “Squawk on the Street,“ “Closing Bell,” andon Barrons.com and WSJ.com
• Certified Investment Management Analyst® (CIMA®)

Education

• B.A., the College of Mount Saint Vincent, Riverdale, NY

Life

• Sharon is chairman of the board of overseers of the Alzheimer’s Drug Discovery Foundation (ADDF).
• She is the secretary of the board of directors of the Careers through Culinary Arts Program (C-CAP).
• She is a Sustaining Angel (SA) of the 100 Women in Finance, a global association of over 13,000 women.
• She is a member of the Economic Club of New York and in the Chairman’s Council of the James Beard Foundation.
• She was an original member of the UBS Small Business Advisory Program, a joint venture with the Clinton Global Initiative.
• She was a former co-chairman and a member of the board of the Women’s Venture Fund.
• Outside of UBS, Sharon enjoys family, cooking, gardening, golf, fine art, and mentoring and sponsoring young women.
• She resides in New York City and Remsenburg, Long Island with her husband.

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

Delivering institutional and wealth management insight to investors
While obtaining her M.B.A. in Geneva, Switzerland, Heather discovered her passion for private wealth management. She joined UBS in 2008 after previous positions at Credit Suisse and Lehman Brothers.

Heather and her team bring the diversity of thought that comes with their complementary experience in both institutional and private wealth management. Heather’s goal is to find the right solution as she strives to help clients—successful individuals and family offices—achieve their goals. Most important, she hopes to instill in them a sense of confidence in their financial health today and for the future.

Previous experience

• Director, Credit Suisse
• Financial Advisor, Lehman Brothers

Accolades 

• Barron's Top 50 Private Wealth Management Teams, 2020, 2021
• Forbes Best-In-State Wealth Advisors, NY, 2020, 2021
• Forbes America's Top Women Advisors 2021
• Working Mother Magazine "Top Wealth Advisor Moms," 2019

Education

• B.A., Arizona State University
• M.B.A., The American Graduate School of International Management (Thunderbird), Glendale, AZ

Registrations

• Series 7 and 66 securities licenses

Life

• Heather is a born competitor. She was a three-time US National Gymnastics team member and an alternate for the 1984 Olympic team.
• Heather is passionate about volunteering for the Special Olympics as well as Part of the Solution (POTS) in the Bronx with her daughter.
• She resides in New York City with her two children.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Delivering the historical perspective of seven bear markets and six recessions
As one of the principal Private Wealth Advisors within ViewPoint Partners, Loring provides customized, holistic wealth management advice to help affluent individuals and families invest and plan for their long-term goals and legacy. His primary focus within the team is portfolio management and asset allocation. Having navigated so many market cycles, Loring brings true historical perspective to his relationships, which helps his clients make more informed, less reactive, decisions.

Loring grew up in financial services, having followed in the footsteps of his father. With nearly five decades of experience, his knowledge and passion for this business run deep.

Previous experience

• Kidder, Peabody & Co. (later acquired by Paine Webber Inc., which was later acquired by UBS)

Designations, registrations and education

• A lifelong financial services career
• Certified Investment Management Analyst® (CIMA®)
• Series 3, 4, 7, 12, 24, 53, 63 and 65 securities licenses
• PC-AMEX Put and Call Exam
• B.A., University of North Carolina

Accolades 

• Barron's Top 50 Teams, 2020

Credentials

• Lieutenant, United States Navy
• Navy League of the United States

Life

• Loring enjoys spending time with family.
• He is a member of the Chairman’s Circle of the James Beard Foundation.
• He and his wife live in New York City.

Registered States:
AR, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OH, PA, TX, UT, VA, VT, WA, WI

Where private wealth management and relationshipbuilding meet.
Matt began his career in equity sales and equity research. While this experience allowed him to build a deep knowledge of the equity markets, it didn’t satisfy his desire to connect more with people and create long-lasting relationships. His transition to Private Wealth Management capitalized on both of these strengths. He has never looked back.

As a Private Wealth Advisor on the ViewPoint Partners team, Matt strives to become his clients’ first call for advice. That means putting their needs first, encouraging thoughtful dialogue and focusing on collaboration to achieve the best possible outcomes. Working with successful families, family offices and institutional clients, Matt provides advice on asset allocation and investments. From delivering truly customized solutions to service and transparency, Matt always tries to exceed client expectations.

Previous experience

• Equity Research Analyst, UBS Investment Bank
• Equity Research Sales, UBS Equity Advisory Group

Registrations, designations, and licenses

• Chartered Financial Analyst® (CFA®)
• Series 3, 7, 63, 66 and 87 securities licenses
• Insurance-licensed

Accolades

• Barron's Top 50 Teams, 2020

Education

• M.B.A., with honors, New York University, Leonard N. Stern School of Business
• B.A., with honors, Fairfield University, Charles F. Dolan School of Business

Life

• Matt is a member of the Paramus Environmental Committee, which works to improve the environmental footprint that we will leave for future generations.
• He coaches his children’s flag football, basketball, soccer and lacrosse teams.
• He is also a member of the Columbus Citizens Foundation, a nonprofit organization that fosters an appreciation of Italian-American heritage and achievement.
• Matt enjoys living a healthy lifestyle, competing in triathlons, snowboarding, playing basketball and spending time with his wife and three children.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

A thoughtful, quantitative approach to investment advice
As a 20 year veteran of UBS Wealth Management, Hillary brings a personalized approach to investing, which incorporates her global macroeconomic background coupled with her quantitative thinking. Hillary helps clients align their investments with their goals, be it family legacy, philanthropic or estate planning.

Today, as a Private Wealth Advisor, Hillary applies her experience when overseeing all aspects of investing for her distinguished UBS Private Wealth team, ViewPoint Partners. From market strategy and manager selection to performance monitoring and client reviews, Hillary’s insight and process enable her to offer her clients truly tailored advice and solutions that are well-aligned with their goals throughout their lives.

Previous experience

• Macroeconomic research, ISI (International Strategy and Investments)
• Director and finance manager, Charitable Development, Archdiocese of New York
• Associate, private trust and estate law firm

Designations, registrations and education

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Series 7, 63 and 65 securities licenses
• B.A., mathematics, Wheaton College

Accolades

• Barron's Top 50 Teams, 2020

Life

• Hillary enjoys cooking, skiing and spending time with family and friends.
• She and her husband live in New York City.

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

Planning advice for all aspects of your financial life
Throughout her career in financial services, Aileen has held a number of roles, and her focus continues to be financial planning. Today, working within the firm’s Private Wealth Management division, she and her colleagues, industry-leading Private Wealth Advisors, serve some of the country’s most successful individuals and families.

Aileen spearheads the advanced financial planning services for her team, which includes complex cash flow projections, customized insurance reviews and solutions, asset allocation strategies, as well as investment manager selection and monitoring. In addition to her planning focus, Aileen also manages her team’s retirement plan business, overseeing relationships with 401(k) and 403(b) plan providers.

Previous experience

• Investment Associate, Smith Barney
• Financial Advisor, Merrill Lynch
• Associate Director, Element Financial Group

Education

• B.A., history, Yale University

Designations, registrations and accolades

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Certified Divorce Financial Analyst® (CDFA®)
• Chartered Retirement Plan CounselorSM (CRPC®)
• Barron's Top 50 Teams, 2020
• 2017 MVP list of Top Women Advisors by NAPA (National Associate of Plan Advisors)
• Series 7, 31 and 66 securities licenses

Life

• Aileen is involved with the next generation board of ADDF, the Alzheimer’s Drug Discovery Foundation.
• She lives in New York City with her husband and two young children.

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

Jim joined UBS Private Wealth Management in 2008 after several years at Deutsche Bank and before that, Prudential Securities. Today, as a Financial Advisor with the Private Wealth team, Perry Molin Group – now ViewPoint Partners, he focuses on providing affluent clients with strategic asset allocation, investment manager selection, and alternative investment and concentrated stock strategies. His team's four-step process includes the creation of investment policy guidelines, the development of a strategic asset allocation, the selection of appropriate investment vehicles and the monitoring of investment performance.

Experience

• Deutsche Bank
• Prudential Securities

Education

• B.A., mathematics, Kean University

Life

• Jim lives in Cranford, NJ with his wife and two children.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Mark joined UBS Financial Services in 2010. Working within UBS Private Wealth Management has given him invaluable experience working with clients and their investment goals. As a Senior Wealth Strategy Associate on the Perry Molin Group – now ViewPoint Partners, he focuses on providing asset allocation, structured solutions, portfolio management and financial planning solutions.

Education

• Student Scholar Athlete, Kean University
• B.S., finance, Kean University

Life

• Mark lives in Montclair, NJ with his fiancé and retired racer greyhound.
• He enjoys giving back to his alma mater and sits on the board of its business school.
• He is also chairs the Kean University's committee for mentorship and professional preparation.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Ashley joined UBS Private Wealth Management in 2008. Prior to UBS, she worked at Deutsche Bank and also held positions at Merrill Lynch and Salomon Smith Barney. Today, as a Client Service Associate with her team, Perry Molin Group – now ViewPoint Partners, Ashley focuses on client and account services and trade execution. She also has extensive experience in various investment-related activities and lending.

 Experience

• Deutsche Bank Alex. Brown
• Merrill Lynch
• Salomon Smith Barney

Life

• Ashley lives in Long Island City with her husband.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Keryn joined UBS Private Wealth Management in 2008. Within her team, Perry Molin Group – now ViewPoint Partners, she focuses on providing trading and client service to the team's most successful clients.

Experience

• Deutsche Bank Alex. Brown
• Goldman Sachs
• Sanford C. Bernstein

Education

• Washington and Lee University

Life

• Keryn lives in Summit, NJ with her husband and two children.

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