Stewardship for generations

Private Wealth Management

Plan comprehensively, manage risk sensibly

Who we are. We’re an experienced, eight-person team that has been guiding our affluent clients—successful families, entrepreneurs, financial executives and entertainment professionals—through every type of market environment over the last 30 years.

What we do. From multigenerational estate planning strategies to business transition to tax-efficient retirement income planning, we collaborate to deliver a disciplined strategy with the service and attention to see it through.

How we do it. We plan comprehensively, manage risk sensibly and commit to earning your confidence every day.

Get started on my financial plan

Within our firm’s exclusive UBS Private Wealth Management division, we can connect you to an extensive professional network inside and outside of UBS. We’ve helped create opportunities for our clients to build new relationships with like-minded peers.
- Mark Axelowitz, Managing Director - Wealth Management

“Our Family Office clients have unique needs and often complex circumstances. It gives me great satisfaction to help them align their needs with custom strategies that UBS platforms enable me to provide.”

-Todd Kauffmann, Senior Vice President - Wealth Management

Relationships come first

Many of our clients have demanding careers and competing priorities. We want you to rely on us to handle your finances so you can confidently focus on other areas of your life. We want that responsibility, but realize that successful execution of your financial strategy requires that we’re available when you need us and attentive to every detail.

“There’s nothing more important to us than building trust and providing a service experience that exceeds your expectations.”

Michael DaSilva
Senior Wealth Strategy Associate

As a wealth management practice, we are dedicated to building long-lasting relationships with you—helping to ensure that our advice and solutions grow and evolve with your career, your family and each milestone in your financial world.

Discipline and diversification shape our risk-managed approach

Our team understands that everyone has unique needs and different comfort levels with risk. Because each of us has gained the perspective of managing investments through multiple markets cycles, we know that challenging conditions and unpredictability are a given. That’s why we stay focused on strategies that help minimize volatility but still allow for returns.

“I enjoy clarifying complex concepts for our clients using the breath and depth of UBS’s global capabilities to help them make informed decisions.”

Joy Christian
Senior Wealth Strategy Associate

More specifically, we may recommend select dividend-paying stocks, given that over the past 100 years, dividends have contributed nearly half of the total return from US equity markets.2 What’s more, we believe that strong balance sheets, solid free cash flow generation and low dividend payout ratios support corporations’ ability to fund continued dividend growth.

Keep in mind investing in dividend-paying stocks involves risks. Companies cannot assure or guarantee a certain rate of return or dividend yield; they can increase, decrease or totally eliminate their dividends without notice. A fund’s investment return and principal value will fluctuate with market conditions, and it is possible to lose money.

Planning helps keep your goals on track

As a multigenerational team with experience that spans several decades, each of us has worked successfully with members of our clients’ families. Grandparents, parents and children alike have benefitted from our direction and our thoughtful approach to planning for what’s most important to them.

“With a plan in place, you have a clear yet flexible road map to guide you forward, no matter how life may change or the markets may shift.”

Nick Scordato
Senior Wealth Strategy Associate

We begin with an in-depth discussion to uncover all the critical information that gives us a better understanding of you, your needs and priorities. Where do you see yourself in five, 10 or 20 years? What are the factors that could affect your ability to grow and preserve your wealth today? Do you have a vision for a comfortable retirement? What will your family’s legacy be? Our conversations will focus on these questions and more as we work together to identify your goals and design a long-term plan for helping you pursue them.

Access, opportunities and collaboration for complex wealth

UBS Private Wealth Management. As members of the exclusive Private Wealth Management division, our team also accesses the capabilities, global solutions and intellectual strengths of our UBS teams in Wealth Management, Asset Management and our Investment Bank. Our collaboration with these financial professionals helps us deliver the resources and solutions our sophisticated clients and their families need to pursue their lifelong goals.

Family Advisory. Our team has extensive experience with family wealth and the issues it can raise—from generational transfer of businesses to liquidity management to private foundations and philanthropy. Working with the Family Advisory Group, we can facilitate productive family meetings, help you transform family values into a shared family vision and create engaging wealth education for the next generation.

Strategic philanthropy. The better we understand your philanthropic passions, the more effectively we can help you transform them into meaningful impact. We’re committed to helping you develop a charitable giving program that reflects your vision and your values, but also aligns strategically with your overall wealth plan.

The UBS Optimus Foundation. Some of our clients view their wealth as a powerful catalyst for positive change. To that end, our team is proud to introduce the UBS Optimus Foundation, a global network of charitable foundations. The UBS Optimus Foundation focuses on programs in the areas of child health, education and protection. Through the Foundation, we can work with you to transform good ideas into great programs for the benefit of vulnerable children around the world.

Portfolio Advisory Group. A truly customized portfolio should be informed by insights that align with your goals. The Portfolio Advisory Group provides us with advanced quantitative analysis and proprietary research for a dynamic asset allocation designed to address your specific needs.

The UBS Investment Bank. If you’re considering the sale of your business, we can help assemble the right presale advisory team, including coordinating with our investment banking team for insight into structuring your transaction, appraisals and valuations. Working together, we’ll help ensure you have the appropriate strategy and take the right steps at the right time to make the most of your sale.

Wealth management research. By drawing upon our investment analysis and the global body of thought leadership and market insight of our Chief Investment Office (CIO), we help ensure our clients are receiving the firm’s best strategic and tactical allocation guidance.

“For us, a well-diversified asset allocation is key to managing risk and to helping preserve our clients’ long-term financial well-being.”

Michael DaSilva - Senior Private Wealth Strategy Associate - Wealth Management

Mark Axelowitz, CIMA, FOC

Managing Director–Wealth Management

Private Wealth Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- VA
- WA
- WI
It takes a dedicated advisor with deep Private Wealth experience to help deliver the kind of exceptional service and insights that ultra-high net worth families and institutions require. For more than 30 years, Mark has been building lasting relationships with a wide-array of clients, both domestic and international, and works with many of the most successful Hedge Funds, Private Equity Funds and, increasingly, key players in the entertainment industry.

As a young man, Mark endured the impact on his family when his father lost their entire savings in the stock market. The experience cemented his commitment to helping others navigate their investments and formed the cornerstone of his investment philosophy of diversification and asset allocation. As his team's portfolio manager, he oversees investment strategy, vets ideas and tracks his clients' allocations. Perhaps even more importantly, Mark promotes his well-being mantra by overseeing the team's dedication to clients' total financial health through their comprehensive planning process.

Mark began his career in the financial services industry in 1987 after leaving a successful management role at Northern Telecom. Even though he didn't yet know anyone in the industry, his determination and love of the business put him on the path to success as a financial advisor.

Outside the office, Mark has a unique 'hobby', as he describes it: "Other's play golf, I produce and act in movies." A member of the Screen Actors Guild, he has performed in a number of films, including two featuring Robert DeNiro. Mark has served as executive producer on "The Yellow Birds", "The Comedian" and "Burn Your Maps".

Education and certification
- Certified Investment Management Analyst^TM (CIMA®) certification, Wharton School of Business
- B.A. degree, Hofstra University
- FINRA Series 7, 63, 65, 3 securities licenses, as well as Life and Health Insurance licenses
- Private Wealth Advisor
- Certified Investment Management Analyst®
- Senior Portfolio Manager
1285 Avenue Of The Americas
New York, NY 10019
Todd Kauffmann, FOC

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- VA
- WA
- WI
Todd has been in the wealth management industry for over 25 years.

Todd concentrates on providing clients with investment advice, including estate planning strategies, asset allocation, portfolio construction and manager selection. He is responsible for integrating clients' risk tolerance, needs, goals and investment experience with UBS research to fulfill clients' investment objectives.

Todd specifically works with Family Office clients to better understand their overall situation and to coordinate all of the resources at UBS to provide and implement a comprehensive multi asset class investment portfolios. The comprehensive plans incorporate financial planning, lending, tax & estate planning strategies and philanthropy into the overall investment strategy.
- Private Wealth Advisor
Home Worker MA
Home Worker MA, MA 000
Michael DaSilva

Associate Director

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- VA
- WA
- WI
Michael has over 10 years of experience in the financial services industry. He handles all operational responsibilities for our clients including trading across asset classes, account opening for individuals and complex structures, online account features and all banking services.

Michael has an exceptional combination of professional experience and a broad knowledge of financial planning - these characteristics facilitate the group’s ability to provide high quality service. Over the years, Michael has focused on client education and specializes in creating customized financial plans for our clients.

Michael earned a Bachelor of Science degree from Montclair State University and currently resides in New Jersey with his wife.
51 JFK Parkway
Suite 303
Short Hills, NJ 07078
Joy Christian

Associate Director

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- VA
- WA
- WI
Joy has more than 15 years of experience in the financial services industry. In his main role, Joy assists in creating customized asset management strategies providing fundamental/technical analysis, while trading across various security platforms.

Joy takes pride in his ability to put advanced concepts to work and to effectively communicate these concepts to clients. He makes an effort to simplify the investment and planning process by learning the clients’ goals and values.

Joy earned a MBA in Management from St. Peter's University, is fluent in Gujarati and resides in New Jersey with his wife and three children.
1285 Avenue Of The Americas
New York, NY 10019
Nicholas Scordato

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- MA
- MD
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
Nick joined UBS with The Aronoff Group following a career that started at Morgan Stanley in 2006. Nick graduated from Dickinson College in 2004 with a degree in International Studies. His credentials include Series 7, 63, 65, 31 and Life, Accident & Health licenses. Nick has moved up from his position as a Client Service Associate to Wealth Strategy Associate to Senior Wealth Strategy Associate during his time with the Aronoff Group. He is responsible for all research, asset allocation, performance analysis and prepares all Financial Goal Analysis reviews for the team's clients.

Nick lives in Lynbrook, NY and enjoys spending time with his wife and two young children. He is an avid baseball and softball player and is extremely active at his local CrossFit gym.
One Jericho Plaza
Jericho, NY 11753
Mallory Krauss

Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- VA
- WA
- WI
1285 Avenue Of The Americas
New York, NY 10019

Jennifer Gusz

Client Associate
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- MD
- MI
- NC
- NE
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
Jennifer Gusz joined UBS in 2016 as a Registered Certified Service Associate. Throughout her 19 year career in the financial services industry, she has always been devoted to exceptional client service. Jenn focuses on the opening and maintenance of client accounts and various other administrative and operational matters. She supports her team and clients with a professional outlook while trading securities, executing money transactions, investment implementation, scheduling meetings, assisting with online set-up and navigation, and leading all other technology initiatives.

Jenn was born and raised in New York, where she received a Bachelor's Degree in Business Administration from Baruch College. She is FINRA Series 7 and 63 licensed.
One Jericho Plaza
Jericho, NY 11753

Mark Axelowitz, CIMA, FOC

Managing Director–Wealth Management

Private Wealth Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- VA
- WA
- WI
It takes a dedicated advisor with deep Private Wealth experience to help deliver the kind of exceptional service and insights that ultra-high net worth families and institutions require. For more than 30 years, Mark has been building lasting relationships with a wide-array of clients, both domestic and international, and works with many of the most successful Hedge Funds, Private Equity Funds and, increasingly, key players in the entertainment industry.

As a young man, Mark endured the impact on his family when his father lost their entire savings in the stock market. The experience cemented his commitment to helping others navigate their investments and formed the cornerstone of his investment philosophy of diversification and asset allocation. As his team's portfolio manager, he oversees investment strategy, vets ideas and tracks his clients' allocations. Perhaps even more importantly, Mark promotes his well-being mantra by overseeing the team's dedication to clients' total financial health through their comprehensive planning process.

Mark began his career in the financial services industry in 1987 after leaving a successful management role at Northern Telecom. Even though he didn't yet know anyone in the industry, his determination and love of the business put him on the path to success as a financial advisor.

Outside the office, Mark has a unique 'hobby', as he describes it: "Other's play golf, I produce and act in movies." A member of the Screen Actors Guild, he has performed in a number of films, including two featuring Robert DeNiro. Mark has served as executive producer on "The Yellow Birds", "The Comedian" and "Burn Your Maps".

Education and certification
- Certified Investment Management Analyst^TM (CIMA®) certification, Wharton School of Business
- B.A. degree, Hofstra University
- FINRA Series 7, 63, 65, 3 securities licenses, as well as Life and Health Insurance licenses
- Private Wealth Advisor
- Certified Investment Management Analyst®
- Senior Portfolio Manager
1285 Avenue Of The Americas
New York, NY 10019
Todd Kauffmann, FOC

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- MO
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- VA
- WA
- WI
Todd has been in the wealth management industry for over 25 years.

Todd concentrates on providing clients with investment advice, including estate planning strategies, asset allocation, portfolio construction and manager selection. He is responsible for integrating clients' risk tolerance, needs, goals and investment experience with UBS research to fulfill clients' investment objectives.

Todd specifically works with Family Office clients to better understand their overall situation and to coordinate all of the resources at UBS to provide and implement a comprehensive multi asset class investment portfolios. The comprehensive plans incorporate financial planning, lending, tax & estate planning strategies and philanthropy into the overall investment strategy.
- Private Wealth Advisor
Home Worker MA
Home Worker MA, MA 000
Michael DaSilva

Associate Director

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- VA
- WA
- WI
Michael has over 10 years of experience in the financial services industry. He handles all operational responsibilities for our clients including trading across asset classes, account opening for individuals and complex structures, online account features and all banking services.

Michael has an exceptional combination of professional experience and a broad knowledge of financial planning - these characteristics facilitate the group’s ability to provide high quality service. Over the years, Michael has focused on client education and specializes in creating customized financial plans for our clients.

Michael earned a Bachelor of Science degree from Montclair State University and currently resides in New Jersey with his wife.
51 JFK Parkway
Suite 303
Short Hills, NJ 07078
Joy Christian

Associate Director

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- SD
- TN
- TX
- VA
- WA
- WI
Joy has more than 15 years of experience in the financial services industry. In his main role, Joy assists in creating customized asset management strategies providing fundamental/technical analysis, while trading across various security platforms.

Joy takes pride in his ability to put advanced concepts to work and to effectively communicate these concepts to clients. He makes an effort to simplify the investment and planning process by learning the clients’ goals and values.

Joy earned a MBA in Management from St. Peter's University, is fluent in Gujarati and resides in New Jersey with his wife and three children.
1285 Avenue Of The Americas
New York, NY 10019
Nicholas Scordato

Senior Wealth Strategy Associate
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- MA
- MD
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
Nick joined UBS with The Aronoff Group following a career that started at Morgan Stanley in 2006. Nick graduated from Dickinson College in 2004 with a degree in International Studies. His credentials include Series 7, 63, 65, 31 and Life, Accident & Health licenses. Nick has moved up from his position as a Client Service Associate to Wealth Strategy Associate to Senior Wealth Strategy Associate during his time with the Aronoff Group. He is responsible for all research, asset allocation, performance analysis and prepares all Financial Goal Analysis reviews for the team's clients.

Nick lives in Lynbrook, NY and enjoys spending time with his wife and two young children. He is an avid baseball and softball player and is extremely active at his local CrossFit gym.
One Jericho Plaza
Jericho, NY 11753
Mallory Krauss

Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- MO
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- VA
- WA
- WI
1285 Avenue Of The Americas
New York, NY 10019
Jennifer Gusz

Client Associate
View bio
- CA
- CO
- CT
- DC
- FL
- GA
- MD
- MI
- NC
- NE
- NJ
- NY
- OH
- PA
- SC
- TN
- TX
- VA
Jennifer Gusz joined UBS in 2016 as a Registered Certified Service Associate. Throughout her 19 year career in the financial services industry, she has always been devoted to exceptional client service. Jenn focuses on the opening and maintenance of client accounts and various other administrative and operational matters. She supports her team and clients with a professional outlook while trading securities, executing money transactions, investment implementation, scheduling meetings, assisting with online set-up and navigation, and leading all other technology initiatives.

Jenn was born and raised in New York, where she received a Bachelor's Degree in Business Administration from Baruch College. She is FINRA Series 7 and 63 licensed.
One Jericho Plaza
Jericho, NY 11753

UBS Optimus Foundation

Impactful philanthropy that delivers breakthrough solutions to pressing social and environmental issues

Do you want your giving to be strategic and focused on outcomes? You can be sure that we have the right experience, knowledge and network to help you make the most impact in your giving.

Learn more about how the UBS Optimus Foundation can help you pursue your philanthropic goals.

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Stewardship for generations

Plan comprehensively, manage risk sensibly

“Our Family Office clients have unique needs and often complex circumstances. It gives me great satisfaction to help them align their needs with custom strategies that UBS platforms enable me to provide.”

Relationships come first

Discipline and diversification shape our risk-managed approach

Planning helps keep your goals on track

Access, opportunities and collaboration for complex wealth

“For us, a well-diversified asset allocation is key to managing risk and to helping preserve our clients’ long-term financial well-being.”

Mark Axelowitz, CIMA, FOC

Todd Kauffmann, FOC

Michael DaSilva

Joy Christian

Nicholas Scordato

Mallory Krauss

Jennifer Gusz

Mark Axelowitz, CIMA, FOC

Todd Kauffmann, FOC

Michael DaSilva

Joy Christian

Nicholas Scordato

Mallory Krauss

Jennifer Gusz

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Education

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UBS Optimus Foundation

Backed by the strength of UBS

A global leader in wealth management

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