$3.9 trillion
In invested assets globally
As of 12/31/2022
Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.
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.
As a private client advisor, Armand works closely with senior-level executives, business owners, professionals and their families to not only navigate the complexities of their wealth, but also to preserve and grow their assets. Before joining UBS in 2009, Armand was a Senior Vice President and Wealth Advisor for Morgan Stanley for more than 10 years. Prior to his joining Morgan Stanley, Armand had an extensive career in the sports industry. In that role, Armand was President/CEO of a privately held sports products company, which included overseas marketing, player representation and public relations. Armand has both a Certified Financial Planner™ (CFP®) and Certified Investment Manager Analyst (CIMA®) certification.
Armand's specializes in being a "Personal Chief Financial Officer" to clients, whether stewarding the relationship through life transitions, such as job changes, loss in the family, divorce, or advising on long term solutions. Armand offers value by providing security and support within the relationship. By having a deep understanding of his client's personalities and needs Armand is able to offer this guidance in a unique and holistic way.
Armand is a member of Cento Amici, a charitable organization that provides scholarships to NJ students. He is a graduate of Sacred Heart University with a bachelors degree in Finance/Economics. He resides in Connecticut with his wife, Carolyn, and they have a son Andrew who lives in San Francisco. Armand enjoys playing golf in his free time, embracing his Italian heritage through language and culture, and competing in triathlons.
Craig Martone graduated from Emerson College in 1983 with a Bachelor of Science in Business Communications. After that he has spent nearly 40 years in Finance, over 30 of those years at Morgan Stanley in various roles across the Institutional Sales and Trading Businesses. Craig has also worked as Head of Interest Rate Sales at HSBC and on an Institutional Global Macro sales team at Merrill Lynch. Some pf the other roles he has held include Global Futures Sales, US Treasury Trading and Sales, Interest Rate Derivative Sales, and Global Macro Distribution. In 2010 Craig transitioned into Senior Relations Management for Morgan Stanley representing some of the largest clients in the firm across all products. In this role he was able to connect clients to firm resources and established some of the strongest relationships thus far in his career.
Craig is currently on the Board of Partnership for After School Education in New York City. There he is actively involved in helping to bring resources to the organization. He has served on several boards in the past including the Nantucket Film Festival and Cancer Care. Craig has also been a consistent supporter of the NY Football Giants Foundation, Boys Hope and Girls Hope, and Hopes and Heroes.
Craig currently resides in Greenwich Connecticut with his son Philip and his daughter Jane.
Jamal joined UBS in 2016 after working for GE Capital for 5 years. While at GE Capital, he successfully completed GE’s Financial Management Program. After finishing the program, Jamal joined the Sales and Trading desk for middle market loans in New York City, where he focused on compliance and trading activity. Jamal was also part of the African American Forum while at GE Capital. Upon joining UBS, he focused solely on creating goal based and cash flow plans for high net-worth prospects and clients. From planning to purchase a home to preparing for retirement, he values getting to know clients and making sure they have the right tools in place to reach their goals. Through this extensive planning process, Jamal is able to help clients identify and strategize ways to achieve their goals. He does this by aiding clients through managing risk, gaining insight into their estate planning, and continually utilizing the resources of UBS and the team's network to provide clients with the services they are seeking. Along with this, Jamal is a CERTIFIED FINANCIAL PLANNER (CFP) and has earned the Accredited Wealth Management Advisor (AWMA) designation. He is also licensed to sell life and health insurance in New York State and California.
Jamal graduated from Middlebury College and is very involved as he co-leads the NYC Middlebury Alumni chapter. Jamal, his wife, Kaitlyn, and son James reside in Fort Greene, Brooklyn. This is also where he currently serves on the board of Compass Charter School. In his free time Jamal enjoys training for triathlons, reading about technology and business, and traveling with his family.
As a private client advisor, Armand works closely with senior-level executives, business owners, professionals and their families to not only navigate the complexities of their wealth, but also to preserve and grow their assets. Before joining UBS in 2009, Armand was a Senior Vice President and Wealth Advisor for Morgan Stanley for more than 10 years. Prior to his joining Morgan Stanley, Armand had an extensive career in the sports industry. In that role, Armand was President/CEO of a privately held sports products company, which included overseas marketing, player representation and public relations. Armand has both a Certified Financial Planner™ (CFP®) and Certified Investment Manager Analyst (CIMA®) certification.
Armand's specializes in being a "Personal Chief Financial Officer" to clients, whether stewarding the relationship through life transitions, such as job changes, loss in the family, divorce, or advising on long term solutions. Armand offers value by providing security and support within the relationship. By having a deep understanding of his client's personalities and needs Armand is able to offer this guidance in a unique and holistic way.
Armand is a member of Cento Amici, a charitable organization that provides scholarships to NJ students. He is a graduate of Sacred Heart University with a bachelors degree in Finance/Economics. He resides in Connecticut with his wife, Carolyn, and they have a son Andrew who lives in San Francisco. Armand enjoys playing golf in his free time, embracing his Italian heritage through language and culture, and competing in triathlons.
Craig Martone graduated from Emerson College in 1983 with a Bachelor of Science in Business Communications. After that he has spent nearly 40 years in Finance, over 30 of those years at Morgan Stanley in various roles across the Institutional Sales and Trading Businesses. Craig has also worked as Head of Interest Rate Sales at HSBC and on an Institutional Global Macro sales team at Merrill Lynch. Some pf the other roles he has held include Global Futures Sales, US Treasury Trading and Sales, Interest Rate Derivative Sales, and Global Macro Distribution. In 2010 Craig transitioned into Senior Relations Management for Morgan Stanley representing some of the largest clients in the firm across all products. In this role he was able to connect clients to firm resources and established some of the strongest relationships thus far in his career.
Craig is currently on the Board of Partnership for After School Education in New York City. There he is actively involved in helping to bring resources to the organization. He has served on several boards in the past including the Nantucket Film Festival and Cancer Care. Craig has also been a consistent supporter of the NY Football Giants Foundation, Boys Hope and Girls Hope, and Hopes and Heroes.
Craig currently resides in Greenwich Connecticut with his son Philip and his daughter Jane.
Jamal joined UBS in 2016 after working for GE Capital for 5 years. While at GE Capital, he successfully completed GE’s Financial Management Program. After finishing the program, Jamal joined the Sales and Trading desk for middle market loans in New York City, where he focused on compliance and trading activity. Jamal was also part of the African American Forum while at GE Capital. Upon joining UBS, he focused solely on creating goal based and cash flow plans for high net-worth prospects and clients. From planning to purchase a home to preparing for retirement, he values getting to know clients and making sure they have the right tools in place to reach their goals. Through this extensive planning process, Jamal is able to help clients identify and strategize ways to achieve their goals. He does this by aiding clients through managing risk, gaining insight into their estate planning, and continually utilizing the resources of UBS and the team's network to provide clients with the services they are seeking. Along with this, Jamal is a CERTIFIED FINANCIAL PLANNER (CFP) and has earned the Accredited Wealth Management Advisor (AWMA) designation. He is also licensed to sell life and health insurance in New York State and California.
Jamal graduated from Middlebury College and is very involved as he co-leads the NYC Middlebury Alumni chapter. Jamal, his wife, Kaitlyn, and son James reside in Fort Greene, Brooklyn. This is also where he currently serves on the board of Compass Charter School. In his free time Jamal enjoys training for triathlons, reading about technology and business, and traveling with his family.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
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UBS is a world-leading wealth manager
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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