Your life. Your wealth. Your future.

Pursue what matters most

Capitol Building New

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Plans

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.

  • Robert Wright

    Robert Wright

    Senior Vice President

    Financial Advisor

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    • MO
    • NC
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    • WI

    Bob started in the financial services industry in 1979, with early stints at Merrill Lynch and Prudential Securities. A pivotal change was the move to Dean Witter Reynolds in 1991 which allowed him to begin to manage portfolios on a discretionary basis, rare for the retail brokerage industry in that time period. A move to Smith Barney in 1995 offered participation in a much more sophisticated Portfolio Management program, as well as 14 years as a branch manager for the company. The purchase of Smith Barney by Morgan Stanley prompted a moveto UBS Financial Services in 2012. Bob carries the title of Senior Portfolio Manager at UBS. He has extensive training in portfolio construction and management, retirement planning, as well as family office management and estate planning. Bob attended Wharton Undergraduate, and graduated from the University of Pennsylvania.

    Outside of the financial world, Bob is involved in auto racing, acting as management advisor to a road racing series based in the eastern USA as well as an active professional driver in that series. He also continues to play organized league ice hockey in the winter and tries to play golf during the summer.

      • Wharton Undergraduate
      • University of Pennsylvania
      • Senior Portfolio Manager
      8 Southwoods Blvd
      Suite 207
      Albany, NY 12211
    • Ralph Lemme

      Ralph Lemme, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

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      Ralph Lemme has been in the investment advisory business for over 25 years. He began his career as a financial advisor with Merrill Lynch and was later promoted to Assistant Vice President Senior Financial Advisor. In 2004, Ralph moved his practice to Smith Barney becoming Vice President Wealth Management. While at Smith Barney, Ralph attained the Portfolio Manager designation which is awarded to a select group of investment professional who have met higher levels of educational and investment experience standards. He joined Albany Wealth Management Group in 2014 as Portfolio Manager and Vice President Wealth Management.

      In 2003, Ralph completed the program requirements for the Certified Financial Planner designation. The requirements for becoming a CFP are time consuming and rigorous. Certificants must meet and maintain high standards in education, examination, experience and ethics. In fact less than 20% of practicing financial advisors in the industry can claim this distinction.

      Ralph's wealth management practice is focused on working with a select group of successful families, business owners and professionals. He firmly believes that a comprehensive planning based approach is the most effective way for clients to achieve their financial goals. 

      He currently is a board member of the Weare C. Little Memorial Park Association and has served on committees for both Cub and Boy Scouts in the Fort Orange District. Ralph has also been active as assistant coach for the North Colonie Youth Baseball Association. He is a lifelong resident of the capital district and currently lives in Loudonville with his wife and two children.

       

          • CERTIFIED FINANCIAL PLANNER™
          • Senior Portfolio Manager
          8 Southwoods Blvd
          Suite 207
          Albany, NY 12211
        • John Walsh

          John G. Walsh

          Senior Vice President–Wealth Management

          Senior Portfolio Manager

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          • MO
          • NC
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          • RI
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          John’s career began with eight years in the banking industry at Dime Savings where he worked with clients’ savings and borrowing needs. Upon achieving officer status, he was assigned to the bank’s bond portfolio and became director of the Retirement Planning Department. John received his license as a financial advisor in 1982 at Prudential Securities and became a branch office manager in 1990. In 1993, he established and managed a branch office for Smith Barney for fifteen years. In 2010, he joined UBS Financial Services as a Senior Portfolio Manager. In 2015, John completed the Wealth Management Advisor Program, an advanced studies program addressing the management and transference of assets for successful families. John has also earned the designation of Certified Exit Planner Advisor to assist in private business evaluation.

          John is active in many organizations in the community. He currently serves on the board of the Neural Stem Cell Institute. He is also a trustee of the Albany Institute of History and Art. He is a past president of the Living Resources Foundation and also led the Living Resources Licensed Home Care Agency. John is a past president of the Northeastern Association of the Blind at Albany, a former trustee and membership chair of the Fort Orange Club, and served on the Board of Governors of Wolferts Roast Country Club. He was a founding member of Medicus Christi, a health organization committed to establishing a teaching hospital in Africa, and was honored in 2005 as United Way’s Executive of the Year.

            • Westminster College
            • Senior Portfolio Manager
            • Wealth Advisor
            • Certified Exit Planning Advisor
            8 Southwoods Blvd
            Suite 207
            Albany, NY 12211
          • 2022

            Zachary Rockmore, CFP®

            Financial Advisor

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            • AZ
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            Zack joins Albany Wealth Management as a Financial Advisor Associate. He will be working hand in hand with our current advisors to help clients reach their financial goals. Prior to joining the group, he was a Wealth Planning Associate working in our New York City offices. As a Wealth Planning Associate, Zack had the great opportunity to work with numerous financial advisor’s clients across multiple offices. He provided guidance in a number of areas including: portfolio management, risk management, estate planning, retirement planning, cash flow analysis, charitable giving and wealth transfer.

            Zack holds the CERTIFIED FINANCIAL PLANNER™ and the Accredited Wealth Management Advisor (AWMA) certifications, as well as the FINRA Series 7 and 66 licenses. Zack attended Boston College before receiving a B.S. in Economics from Bucknell University where he graduated with honors.  After graduation, and prior to joining UBS, he lived in Europe, where he played professional soccer. He looks forward to bringing his diverse background to Albany Wealth Management, and returning to his hometown.

              • Bucknell University, Economics
              • CERTIFIED FINANCIAL PLANNER™
              8 Southwoods Blvd
              Suite 207
              Albany, NY 12211
            • Cary Dady

              Carrie Dady, CFP, CRPC, CDFA

              Senior Wealth Strategy Associate

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              Carrie began her career in 1999 and joined UBS in 2010.  During challenging financial environments, Carrie knows that it is especially important to stay focused on retirement goals.  As a Chartered Financial Planner, Carrie focuses exclusively on helping clients build secure retirement strategies.  Her experience and knowledge enable her to offer customized wealth management advice and personalized retirement income strategies for success. 

              Carrie finds that few people have the resources or temperament to successfully navigate the complex decision making involved with managing their assets.  She gains great satisfaction in taking these often daunting issues and clarifying the fundamental points for her clients to help them make the best decisions possible. 

              Carrie is a graduate of Cornell University with a degree in Applied Economics and Business Management.  Carrie’s home is in Guilderland, NY with her husband, Mikey, and their son, Caeben where they are active in the community.  She is a founding member of the Greyson Project, delivering bags of decorations to families spending the holidays in Children's Hospitals across the country and also a board member of Harky's Heroes for Kids.

                • Cornell University , Applied Economics and Business Management
                • CERTIFIED FINANCIAL PLANNER™
                • Chartered Retirement Planning Counselor℠
                • Certified Divorce Financial Analyst
                8 Southwoods Blvd
                Suite 207
                Albany, NY 12211
              • Jason Levine

                Jason Levine

                Financial Advisor

                Chartered Financial Analyst®

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                • MO
                • NC
                • NH
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                • NM
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                • PA
                • RI
                • SC
                • TN
                • TX
                • UT
                • VA
                • VT
                • WI

                For most of his career, Jay has helped affluent families and successful professionals pursue their financial goals. With a passion for taking care of his clients and helping to solve their complex investment challenges, he creates a wealth management experience that is built around a personal approach.  

                Prior to joining UBS in 2022, Jay worked at Bank of America Private Bank (formerly U.S. Trust) for 14 years where he was a Managing Director and Portfolio Manager. In this role he was responsible for creating and maintaining personalized investment strategies and advising on a broad range of wealth management services including portfolio management, asset allocation, tax-minimization strategies, and retirement and multi-generational planning. Jay also co-managed Bank of America Private Bank’s Global Opportunities Portfolio from 2014 to 2018 and was a senior analyst on the World Thematic Alpha Portfolio from 2010-2012. In these roles he traveled extensively across the globe attending investment conferences in cities such as Tokyo, Hong Kong, Bangkok, and Beijing. Prior to joining Bank of America, Jay was an investment advisor with Glen Eagle Advisors, LLC. He began his financial services career as an analyst for Analysis Group, an economic consulting firm.

                Jay graduated Cum Laude from Ithaca College with a B.S. in applied economics. He holds the Chartered Financial Analyst (CFA®) designation and is a member of both the CFA Institute and the New York Society of Security Analysts (NYSSA). He also holds the Series 7 and Series 63 securities licenses.

                 Jay has long been a mentor for younger analysts who aspire to be a portfolio manager (U.S. Trust Analyst Mentoring Program). When he and his wife lived in Manhattan they enjoyed volunteering at Green Thumb, where they cleaned up parks in the East Village. Jay also volunteered at the West Side Campaign Against Hunger.  

                 Jay lives in Chatham, New York with his wife Mayumi, daughter Mia, and dog Jackson.

                    • Chartered Financial Analyst®
                    • Portfolio Manager
                    8 Southwoods Blvd
                    2nd Floor Suite 207
                    Albany, NY 12211

                  Over 205

                  Collective years of experience

                  $750,000,000

                  Assets under management


                  Insights

                  Retirement planning

                  Retirement planning

                  compass

                  A way forward

                  Multigenerational planning

                  Multigenerational planning

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager