Trust. Experience. Confidence.

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

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Maximize your potential wealth

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Approach your financial future with confidence

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Advice for business owners & entrepreneurs

Edward M. Foley Jr. CFA, CFP, CEPA

Senior Vice President–Wealth Management

Financial Advisor

Edward M. Foley's main focus is assisting high-net worth individuals and business owners. He works with individuals and business owners on their business, financial and personal goals. By aligning these goals and using a multi-disciplinary team approach, he ensures his clients are given the best guidance and advice for their ideal future. Mr. Foley is with his clients every step of the way; making sure that all the decisions being made put the client first. Mr. Foley also focuses on the goals and futures of Family Offices, ESG Investors and Corporate Executives, as well as their families.

Mr. Foley is currently a Senior Vice President of UBS, Wealth Management USA with over 30 years of experience in the financial services industry. Before joining UBS in 2012, Mr. Foley was a Director at Credit Suisse, Private Banking USA. Prior to his career at Credit Suisse, he was a Managing Director and Regional Market Executive for the Bank of New York's Private Bank, where he worked for nearly 20 years. Mr. Foley graduated from the Lubin School of Business at Pace University.

In addition to being a Chartered Financial Analyst, Certified Financial Planner and Certified Exit Planning Advisor, Mr. Foley also holds the following licenses from Financial Industry Regulatory Authority [FINRA]: Series 3, 7, 24, 63 and 66. He is also a current or former member of the American Association of Individual Investors, Financial Planning Association and the New York Society of Security Analysts.


Personal & Community

  • Board Member, Ferncliff Cemetery
Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • MA
  • MD
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • TN
  • TX
  • UT
  • VA
  • VT
  • WI
  • WV

Education

  • BS, Pace University, Lubin School of Business

Credentials

  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER®
  • Certified Exit Planning Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Estate planning strategies
Investing
Custom portfolios
Retirement planning
Education planning
299 Park Avenue
New York, NY 10017
  • (212) 309-3179

Email Me

A leader in wealth management

Backed by the strength of our parent company, UBS AG

More than 160 years

offering financial advice

Global leader

UBS is a leading and truly global wealth manager

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Financial Advisor

    Edward M. Foley Jr.

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DE
    • FL
    • MA
    • MD
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • TN
    • TX
    • UT
    • VA
    • VT
    • WI
    • WV

    Edward M. Foley's main focus is assisting high-net worth individuals and business owners. He works with individuals and business owners on their business, financial and personal goals. By aligning these goals and using a multi-disciplinary team approach, he ensures his clients are given the best guidance and advice for their ideal future. Mr. Foley is with his clients every step of the way; making sure that all the decisions being made put the client first. Mr. Foley also focuses on the goals and futures of Family Offices, ESG Investors and Corporate Executives, as well as their families.

    Mr. Foley is currently a Senior Vice President of UBS, Wealth Management USA with over 30 years of experience in the financial services industry. Before joining UBS in 2012, Mr. Foley was a Director at Credit Suisse, Private Banking USA. Prior to his career at Credit Suisse, he was a Managing Director and Regional Market Executive for the Bank of New York's Private Bank, where he worked for nearly 20 years. Mr. Foley graduated from the Lubin School of Business at Pace University.

    In addition to being a Chartered Financial Analyst, Certified Financial Planner and Certified Exit Planning Advisor®, Mr. Foley also holds the following licenses from Financial Industry Regulatory Authority [FINRA]: Series 3, 7, 24, 63 and 66. He is also a current or former member of the American Association of Individual Investors, Financial Planning Association and the New York Society of Security Analysts.


    Personal & Community

    Board Member, Ferncliff Cemetery

          299 Park Avenue
          New York, NY 10017
          edward.m.foley@ubs.com
          Edward M. Foley Jr.
          299 Park Avenue,New York,NY,10017
        • Senior Client Associate

          Natella Zabarskiy

          Senior Client Associate

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          • CA
          • CO
          • CT
          • DC
          • FL
          • IL
          • KY
          • LA
          • MA
          • MD
          • NC
          • NH
          • NJ
          • NM
          • NY
          • PA
          • SC
          • TX
          • VA
          • VT
          • WA

          A client service associate with a passion for service

          With a passion for working with people, Natella focuses on all aspects of a client's needs and places exceptional service as her top priority. She is responsible for all day-to-day administrative duties and assisting with any client requests and queries.

          Insight grounded in experience

          Working in the financial services industry since 2000, Natella started her career as a sales assistant at Smith Barney working for the compliance manager, sales manager, and a Financial Advisor team. She joined UBS in 2009 and has been working as a Senior Client Service Associate ever since.

          Credentials that build confidence

          Natella maintains her series 7 and 63 securities licenses. She earned her B.S. in Information Technology and Finance from LIU.

          Outside of UBS

          In her free time, Natella enjoys reading, museums and art, and spending time with her family. Natella and her husband Vitaliy live in Morganville, New Jersey with their two children Isabelle and Shane.

                299 Park Avenue
                New York, NY 10017
                natella.zabarskiy@ubs.com
                Natella Zabarskiy
                299 Park Avenue,New York,NY,10017
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                Richard Meyers

                Associate Director

                Client Associate

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                • AL
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IL
                • IN
                • MA
                • MD
                • NC
                • NJ
                • NV
                • NY
                • OH
                • OR
                • PA
                • RI
                • TN
                • TX
                • VA
                • WV

                 

                With an impressive 35 year tenure at UBS, Richard has established himself as a seasoned professional in the wealth management industry. As an Associate Director and Registered Client Service Associate, he plays a pivotal role in managing client relationships and providing comprehensive financial solutions. 

                Before transitioning to wealth management, Richard built a strong foundation in trading, having worked as in Institutional Agency Trader at Correspondent Services Inc., a wholly owned subsidiary of UBS Financial Services Inc. In this role, he honed his skills in executing complex trading strategies and serving the needs of institutional clients. 

                Richard holds the following FINRA licenses: Series 7, 63, 55, and 24. 

                Outside his professional life, Richard is an avid New York sports fan, and passionately supports local teams. He brings the same enthusiasm for sport to his work, making him a deeply valued member of the UBS team and community. 

                      299 Park Avenue
                      New York, NY 10017
                      richard.meyers@ubs.com
                      Richard Meyers
                      299 Park Avenue,New York,NY,10017
                    • Strategic Partner

                      Gerard Cella

                      Senior Vice President–Wealth Management

                      Financial Advisor

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                      • AL
                      • CA
                      • CT
                      • FL
                      • MA
                      • MD
                      • NJ
                      • NV
                      • NY
                      • TN
                      • TX
                      • UT

                      Gerard is a Senior Vice President, Wealth Management in New York. He focuses on providing tailored solutions from across the firm to High Net-Worth Individuals and sophisticated Family Office clients.

                      He has been in the industry for more than 30 years, and has investment product know-how as well as managerial expertise. Some of his most recent positions held included Head of OTC Structured Derivative Solutions and Senior Solutions Provider at UBS Family Office Group in the US. Before joining UBS, Gerard was a Managing Director and Executive Committee Member for Deutsche Bank and Head of Product and Services for UBS – Swiss Bank Corporation in Zurich. His experience allows him to provide complex derivative hedging solutions and investment ideas in a portfolio context.

                      Gerard holds a B.B.A. in economics from Pace University in New York. He is fluent in English, French, Italian, and is conversational in German.

                          • Strategic Partner
                          299 Park Avenue
                          New York, NY 10017
                          gerard.cella@ubs.com
                          Gerard Cella
                          299 Park Avenue,New York,NY,10017
                        • Strategic Partner

                          Jerrold Bertner

                          Vice President–Wealth Management

                          Financial Advisor

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                          • CA
                          • CO
                          • CT
                          • FL
                          • MA
                          • MD
                          • NC
                          • NH
                          • NJ
                          • NY
                          • OH
                          • PA
                          • UT
                          • VT
                          • WI

                          With more than 45 years of experience in the financial services industry, Jerry has led clients through decades of market cycles enabling him to provide an unparalleled perspective to our clients. He began his career in 1967 at Dreyfus & Co which later became Moore Schley Cameron & Company where he was instrumental in creating the Investment Advisory Division. After that, Jerry spent eight years as the Senior Investment Officer and Divisional Manager of the Personal Investment Division at Fidelity Union Trust Company and then five years as a Portfolio Manager at Lehman Management. Jerry then joined Furman Selz Capital Management for 18 years as a Partner, Managing Director and Portfolio Manager before he began working at UBS in 2002 as a Senior Portfolio Manager.

                          Jerry focuses on managing portfolios for the team's High Net Worth clients while utilizing equity, fixed income securities and cash equivalents to provide comprehensive diversification and asset allocation strategies. His previous institutional experience gives him a unique and seasoned perspective on markets and investment strategy, as well as an ability to communicate with our more financially sophisticated clients. As graduate of New York University with a B.S. in both Finance and Economics, Jerry and his wife Joyce live in Short Hills, NJ. They have two grown children, Dana and Brad, and five grandchildren, all residing on the West Coast.

                              • Strategic Partner
                              299 Park Avenue
                              New York, NY 10017
                              jerrold.bertner@ubs.com
                              Jerrold Bertner
                              299 Park Avenue,New York,NY,10017
                            • Elizabeth Cribbs Photo

                              Elizabeth Cribbs

                              Executive Director

                              Senior Strategist - Family Advisory and Philanthropy Services

                              Professional History
                              As part of the UBS Family Advisory and Philanthropy Services team, Elizabeth serves as a thought partner to advisors and their client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

                              Prior to joining UBS, Elizabeth served in a dual capacity as President of the Neuberger Berman Foundation and Head of Corporate Social Responsibility from 2012 to 2019, leading all aspects of Neuberger Berman’s global philanthropic efforts, with a focus on education, workforce development and employee engagement. In 2018 she launched the firm’s client Philanthropic Advisory Services practice and co-chaired the firm’s Environmental, Social and Governance (ESG) Advisory committee from 2012 to 2016. She also served as a board member of the Neuberger Berman Foundation from 2009 – 2019.

                              Prior to this, Elizabeth worked at Lehman Brothers as a Senior Vice President of Corporate Philanthropy with a focus on the arts and strategic community partnerships. Before this, Elizabeth spent ten years at HSBC North America, where she served in various leadership roles in strategic planning; internal consulting; and community and philanthropic services. Elizabeth began her career in the audit group at Coopers & Lybrand LLP as a Certified Public Accountant. Liz is also Series 7 and 63 licensed.

                              Community Leadership
                              Elizabeth serves as Vice Chair of the New York City Youth Board, which advises the Department of Youth and Community Development on its programs. She is also a member of the Executive Committee of Enterprise Community Partners New York Advisory Board, whose mission is helping families find safe, affordable housing, connected to opportunity.

                              Education

                              Elizabeth has a Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania and a Master in Public Policy from the Kennedy School of Government at Harvard University.
                            • Emily Lau

                              Executive Director

                              Wealth Planning Strategist

                              Responsibilities & Professional History

                              Emily is a Wealth Planning Strategist in our Manhattan and Soundview markets. In
                              this capacity Emily is responsible for providing Financial Advisors and their ultrahigh
                              net worth clients with unbiased, product neutral, advanced planning
                              strategies, design and implementation. As an advanced financial planner, she
                              provides expertise in the following areas:
                              • Estate and multi-generational planning
                              • Retirement income and cash flow analysis
                              • Business continuity and succession planning
                              • Charitable giving strategies
                              • Executive compensation and benefit strategies
                              • Special needs and disability planning
                              Utilizing the wealth planning framework, Emily aims to deliver the full breadth of UBS
                              services to aid clients in achieving their wealth planning goals.

                              Past experience

                              Emily has held various roles within UBS through her long tenure at the firm. Prior to her
                              current role, Emily headed up the Wealth Planning Specialists. In that role she led a team
                              of wealth planners working with FAs and high net worth clients. Emily was also a Senior
                              Wealth Strategy Associate on a team that had $1 billion assets under management. In
                              that capacity, she was responsible for the development, delivery, and implementation of
                              comprehensive financial plans for clients.

                              Education

                              Emily received her Bachelor of Science from Carnegie Mellon University with a
                              concentration in finance. She is a CERTIFIED FINANCIAL PLANNER™ and a Chartered
                              Financial Consultant®. Emily has a Series 7 and Series 66 with FINRA and her life
                              and health insurance licenses

                              Life

                              Emily lives in New York with her husband, son, and their two cats.
                            • Stephen Darby

                              Executive Director

                              Alternative Assets

                              Steve is an Executive Director with UBS Wealth Management where he oversees Alternative Investments Distribution for the Metropolitan Region.

                              Professional History

                              Steve rejoined UBS Wealth Management in 2015 after spending four years in ETF distribution with Russell Investments and Deutsche Asset & Wealth Management. During his previous 14 years at UBS Wealth Management Steve held several sales roles including, Regional Sales Manager, Co-Head of Non-Discretionary Sales  based in Zurich, Switzerland and Assistant Branch Manager in the Private Wealth Office in Stamford, CT.

                              Education

                              Steve is a graduate of Bucknell University and he holds a BSBA in Business Management

                              Licenses and Certifications

                              Series 7, 9, 10, 24, 63 and 66 licensed

                            • Gianna

                              Gianna Ferrara

                              NMLS #801932

                              Wealth Management Banker, UBS Bank USA

                              Current role and areas of expertise

                              Gianna Ferrara joined UBS Bank USA in 2020 and she is currently a Wealth Management Banker covering the NYC PWM Market.

                              Gianna has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

                              Professional history

                              Gianna has over 15 years of experience in the financial services industry, concentrated in the banking and lending platform. She has had successful prior careers with Morgan Stanley Private Bank and Merrill Lynch. Her various roles included Associate Private Banker and Internal Banking and Liquidity Specialist. Gianna has spent the bulk of her career partnering with Financial Advisors and their high net worth clients to provide cash management and lending solutions.

                              Education and personal information

                              In Gianna’s role as a Wealth Management Banker her NMLS # is 801932. She holds her Series 7 and 66 securities licenses. She also holds a degree in Business Administration with an emphasis in Finance from Loyola Marymount University.

                              Outside of the office, Gianna enjoys traveling, hiking, yoga, and the beach.

                              Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender

                            White House

                            ElectionWatch 2024

                            24 questions for the '24 US election

                            Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                            The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                            Download the report

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                            Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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