Stewardship for generations

Private Wealth Management

Generational Family on Beach

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.

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

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.”

Michael DaSilva - Senior Private Wealth Strategy Associate - Wealth Management

  • Mark Axelowitz

    Mark Axelowitz, CIMA, FOC

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AL
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    • MA
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    • NC
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    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 AnalystTM (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
        mark.axelowitz@ubs.com
        Mark Axelowitz, CIMA, FOC
        1285 Avenue Of The Americas,New York,NY,10019
      • odd Kauffmann

        Todd Kauffmann, FOC

        Senior Vice President–Wealth Management

        Private Wealth Advisor

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        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
            todd.kauffmann@ubs.com
            Todd Kauffmann, FOC
            Home Worker MA,Home Worker MA,MA,000
          • Michael DaSilva

            Michael DaSilva

            Associate Director

            Senior Wealth Strategy Associate

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            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
                  michael.dasilva@ubs.com
                  Michael DaSilva
                  51 JFK Parkway,Short Hills,NJ,07078
                • Joy Christian

                  Joy Christian

                  Associate Director

                  Senior Wealth Strategy Associate

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                  • AL
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                  • DC
                  • DE
                  • FL
                  • GA
                  • HI
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                  • MD
                  • MI
                  • MN
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                  • NC
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                  • NH
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OH
                  • OR
                  • PA
                  • PR
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                  • 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
                        joy.christian@ubs.com
                        Joy Christian
                        1285 Avenue Of The Americas,New York,NY,10019
                      • Nicholas Scordato

                        Nicholas Scordato

                        Senior Wealth Strategy Associate

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                        • CA
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                        • GA
                        • HI
                        • KS
                        • MA
                        • MD
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                        • MO
                        • NC
                        • NH
                        • NJ
                        • NY
                        • OH
                        • OR
                        • PA
                        • SC
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                        • 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
                              nicholas.scordato@ubs.com
                              Nicholas Scordato
                              One Jericho Plaza,Jericho,NY,11753
                            • Mallory Pacelli

                              Mallory Krauss

                              Senior Client Associate

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                              • AL
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                              • PR
                              • RI
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                              • WI

                                    1285 Avenue Of The Americas
                                    New York, NY 10019
                                    mallory.pacelli@ubs.com
                                    Mallory Krauss
                                    1285 Avenue Of The Americas,New York,NY,10019
                                  • Jennifer Hartley

                                    Jennifer Gusz

                                    Client Associate

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                                    • CA
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                                    • 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
                                          jennifer.gusz@ubs.com
                                          Jennifer Gusz
                                          One Jericho Plaza,Jericho,NY,11753

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