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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jane Ringel

    Jane Ringel

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • DC
    • FL
    • MA
    • MD
    • NJ
    • NV
    • NY
    • OR
    • PA
    • WA

    My practice focuses on the needs of high net worth families, foundations/endowments and small to mid-size businesses. I have spent over 20 years in asset management including Senior Vice President positions with Capital Guardian Trust Company, Neuberger Berman and Sanford C. Bernstein (Principal). I also held a number of senior sales positions at IBM Corporation and ROLM Corporation. Prior to my business and financial services industry experience, I worked as a social worker in London, England. I have an M.B.A. from Pace University, a C.Q.S.W. from the London School of Economics and a B.A. from Hampshire College. Non-profit board affiliations have included the Concordia Orchestra, The Long Island Philharmonic and The Juvenile Diabetes Research Foundation. I currently serve as the Co-Chair of Development for the Bank Street School for Children.

      • Pace University, M.B.A.
      • London School of Economics, C.Q.S.W.
      • Hampshire College, B.A.
        1285 Avenue Of The Americas
        New York, NY 10019
        jane.ringel@ubs.com
        Jane Ringel
        1285 Avenue Of The Americas,New York,NY,10019
      • AH - B&W Photo

        Andrew Halpern, CFP

        Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • LA
        • MA
        • MD
        • MI
        • NC
        • NJ
        • NV
        • NY
        • OR
        • PA
        • SC
        • TN
        • WA

        Andrew Halpern works with individuals, families, endowments and foundations to achieve their financial planning and investment goals. He provides advice on Asset Allocation, Insurance, Retirement Planning, Educational Savings Planning and Estate Planning including Intergenerational Wealth Transfer. Working with a network of highly skilled tax and legal professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.

            • CERTIFIED FINANCIAL PLANNER®
            • Portfolio Manager
            3560 Lenox Rd NE
            28th Floor
            Atlanta, GA 30326
            andrew.halpern@ubs.com
            Andrew Halpern, CFP
            3560 Lenox Rd NE,Atlanta,GA,30326
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          Turn possibilities into a plan

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          A leading global wealth manager

          UBS Year Ahead 2025

          Roaring 20s: The next stage

          Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

          A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

          Read the report

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          $5.9+ trn

          UBS Group invested assets
          As of 06/30/2024

          51 countries

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          UBS is a leading and truly global wealth manager

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