Managing Director–Wealth Management
Private Wealth Advisor
Over his 30-year career, Dan has helped clients navigate through several market cycles and has continuously strived to refine the skills that have earned him national recognition. He works with a wide range of clients, including CEOs, entrepreneurs and wealthy families providing portfolio management and Financial Planning Strategies. Dan’s dedication to his clients and passion in which he strives to make a difference in their success is what sets him apart.
“Inspired by the example my father set of passion and drive, I have built this practice by always putting our clients and their families first. What sets us apart is our compassionate understanding of each generation’s unique needs.”
Dan and his team offer a perspective developed over multiple market cycles. The foundation of Dan's Investment Process is a relentless focus on intrinsic value. His understanding of financial markets and risk mgmt. help to refine his clients strategies as their needs and the financial markets change. An industry-recognized professional, Dan helps provide a steady hand to clients and their families.
Experience
Credentials
Life
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
Managing Director–Wealth Management
Private Wealth Advisor
Over his 30-year career, Dan has helped clients navigate through several market cycles and has continuously strived to refine the skills that have earned him national recognition. He works with a wide range of clients, including CEOs, entrepreneurs and wealthy families providing portfolio management and Financial Planning Strategies. Dan’s dedication to his clients and passion in which he strives to make a difference in their success is what sets him apart.
“Inspired by the example my father set of passion and drive, I have built this practice by always putting our clients and their families first. What sets us apart is our compassionate understanding of each generation’s unique needs.”
Dan and his team offer a perspective developed over multiple market cycles. The foundation of Dan's Investment Process is a relentless focus on intrinsic value. His understanding of financial markets and risk mgmt. help to refine his clients strategies as their needs and the financial markets change. An industry-recognized professional, Dan helps provide a steady hand to clients and their families.
Experience
Credentials
Life
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
Senior Vice President–Wealth Management
Private Wealth Advisor
Devin brings more than 20 years of investment experience helping corporate executives, high net worth families, private equity and hedge fund professionals achieve their financial goals. Devin specializes in asset allocation, tailored portfolio construction and opportunistic investing. His goal is to seamlessly meet clients’ personal financial needs.
Devin has experience guiding clients through liquidity events, legacy planning, transitioning to a new phase of life and assisting business owners during the sale of their business. He provides advice centered around retirement, strategic financial planning, and streamlining the many complexities associated with substantial and generational wealth.
Drawing on his experience as a Division I lacrosse player at Syracuse University, Devin is passionate about coaching his two son’s youth sports. He and his family split their time between Westhampton Beach, NY and Mount Pleasant, SC.
Experience
Credentials
Community Involvement
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Private Wealth Advisor
Devin brings more than 20 years of investment experience helping corporate executives, high net worth families, private equity and hedge fund professionals achieve their financial goals. Devin specializes in asset allocation, tailored portfolio construction and opportunistic investing. His goal is to seamlessly meet clients’ personal financial needs.
Devin has experience guiding clients through liquidity events, legacy planning, transitioning to a new phase of life and assisting business owners during the sale of their business. He provides advice centered around retirement, strategic financial planning, and streamlining the many complexities associated with substantial and generational wealth.
Drawing on his experience as a Division I lacrosse player at Syracuse University, Devin is passionate about coaching his two son’s youth sports. He and his family split their time between Westhampton Beach, NY and Mount Pleasant, SC.
Experience
Credentials
Community Involvement
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
First Vice President–Wealth Management
Private Wealth Advisor
For more than 20 years, George has helped his clients and their families develop, execute and monitor their personalized comprehensive wealth management plans. Providing focused and disciplined guidance, he helps ensure that clients have full access to the broad global resources of UBS Private Wealth Management.
“In the ever-changing world of global finance, navigating each market cycle requires diligent focus and constant education.”
George believes that three key tenets define his client relationships: clarity, focus and objectivity. Clarity comes from helping clients understand what the team is doing and, more importantly, why they are doing it. Helping clients achieve their most important goals is his number one focus. And objectivity helps ensure that he, and the entire team, is putting the client’s needs first. George aims to provide a steady hand navigating a complex financial environment undergoing constant change.
Experience
Credentials
Life
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
First Vice President–Wealth Management
Private Wealth Advisor
For more than 20 years, George has helped his clients and their families develop, execute and monitor their personalized comprehensive wealth management plans. Providing focused and disciplined guidance, he helps ensure that clients have full access to the broad global resources of UBS Private Wealth Management.
“In the ever-changing world of global finance, navigating each market cycle requires diligent focus and constant education.”
George believes that three key tenets define his client relationships: clarity, focus and objectivity. Clarity comes from helping clients understand what the team is doing and, more importantly, why they are doing it. Helping clients achieve their most important goals is his number one focus. And objectivity helps ensure that he, and the entire team, is putting the client’s needs first. George aims to provide a steady hand navigating a complex financial environment undergoing constant change.
Experience
Credentials
Life
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
First Vice President–Wealth Management
Financial Advisor
Whether working with successful millennials, multigenerational families, senior executives or entrepreneurs, Billy helps deliver tailored advice focused on all aspects of their lives. Driven by empathy for understanding his clients' unique situation, passion for helping them pursue their goals and discipline for continually working to provide efficient and useful guidance, Billy strives for excellence in everything he does.
Billy was exposed to the wealth management industry at a young age. Watching his father become a top financial advisor, he recognized the joy that his father's life work—helping people simplify their complex financial lives—brought him. That's why he set the same goal for himself: to build the kind of enduring client relationships that can last a lifetime.
“There is nothing more rewarding to me than bringing comfort into someone's life by helping them figure out their complex financial challenges.”
Experience
Credentials
Life
Recognized as an industry leader:
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
First Vice President–Wealth Management
Financial Advisor
Whether working with successful millennials, multigenerational families, senior executives or entrepreneurs, Billy helps deliver tailored advice focused on all aspects of their lives. Driven by empathy for understanding his clients' unique situation, passion for helping them pursue their goals and discipline for continually working to provide efficient and useful guidance, Billy strives for excellence in everything he does.
Billy was exposed to the wealth management industry at a young age. Watching his father become a top financial advisor, he recognized the joy that his father's life work—helping people simplify their complex financial lives—brought him. That's why he set the same goal for himself: to build the kind of enduring client relationships that can last a lifetime.
“There is nothing more rewarding to me than bringing comfort into someone's life by helping them figure out their complex financial challenges.”
Experience
Credentials
Life
Recognized as an industry leader:
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
Account Vice President
Financial Advisor
By working directly with a diverse group of ultra-high net worth clients , including millennial investors who may be just starting out, Michael is dedicated to making a meaningful difference in their lives. He has experience helping with uncommonly complex investment situations and focuses on understanding clients' big picture and most pressing needs.
Michael is working to build lasting relationships by being consistently responsible, proactive and accessible. He works closely with each member of the team to provide market research, develop and implement financial plans, coordinate investment strategies and monitor client portfolios. Throughout, Michael is dedicated to helping clients feel prepared and on track to meeting their goals.
“Our steady guidance helps us develop long-term relationships with our clients. They know we are right there with them every step of the way as they face opportunities and complexities at various stages of life.”
Experience
Accomplishments
Life
Recognized as an industry leader:
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
Account Vice President
Financial Advisor
By working directly with a diverse group of ultra-high net worth clients , including millennial investors who may be just starting out, Michael is dedicated to making a meaningful difference in their lives. He has experience helping with uncommonly complex investment situations and focuses on understanding clients' big picture and most pressing needs.
Michael is working to build lasting relationships by being consistently responsible, proactive and accessible. He works closely with each member of the team to provide market research, develop and implement financial plans, coordinate investment strategies and monitor client portfolios. Throughout, Michael is dedicated to helping clients feel prepared and on track to meeting their goals.
“Our steady guidance helps us develop long-term relationships with our clients. They know we are right there with them every step of the way as they face opportunities and complexities at various stages of life.”
Experience
Accomplishments
Life
Recognized as an industry leader:
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Focus
Senior Vice President–Wealth Management
Financial Advisor
Focus
Senior Client Associate
Setta has worked in the financial services industry for over 19 years, most recently as a personal banker at JP Morgan Chase. Setta has focused on private clients and small businesses. She resides in Westwood, NJ with her husband and two boys.
Focus
Senior Client Associate
Setta has worked in the financial services industry for over 19 years, most recently as a personal banker at JP Morgan Chase. Setta has focused on private clients and small businesses. She resides in Westwood, NJ with her husband and two boys.
Focus
Wealth Strategy Associate
Krystle has been in the financial services industry for over 12 years. She joined the Alfa team in February 2018 with a specific focus on special client projects, account monitoring and trade execution. Prior to joining UBS, Krystle held roles at Dealogic as a Client Coverage Executive and Bank of America Merrill Lynch in their strategic initiatives group working on delivering institutional solutions for clients within Global Wealth Management. Krystle earned a Bachelor of Science in Finance from the University of Southern California's (USC) Marshall School of Business. She also holds FINRA's Series 7 and 66 licenses. Krystle now resides in Franklin Lakes, NJ with her husband and their dog.
Focus
Let's connect
Wealth Strategy Associate
Krystle has been in the financial services industry for over 12 years. She joined the Alfa team in February 2018 with a specific focus on special client projects, account monitoring and trade execution. Prior to joining UBS, Krystle held roles at Dealogic as a Client Coverage Executive and Bank of America Merrill Lynch in their strategic initiatives group working on delivering institutional solutions for clients within Global Wealth Management. Krystle earned a Bachelor of Science in Finance from the University of Southern California's (USC) Marshall School of Business. She also holds FINRA's Series 7 and 66 licenses. Krystle now resides in Franklin Lakes, NJ with her husband and their dog.
Focus
Let's connect
Senior Client Associate
Focus
Let's connect
Senior Client Associate
Focus
Let's connect
Senior Wealth Strategy Associate
Kevin brings more than 10 years of investment experience, including work in private equity and sell side equity research. Kevin focuses on asset allocation, investment research, and portfolio strategy. Kevin is a CFA charter holder and has his Series 7, 63, 86, and 87 licenses.
Experience
Financial analyst, US Energy Development Corporation (2011-2016)
Vice President, Oil and Gas Exploration & Production Analyst, Citi (2016-2021)
Joined The Alfa Group in 2021
Credentials
Certified Financial Analyst (CFA)
Series 7, 63, 86, 87 securities licenses
B.S. in Business Administration, Finance Concentration, University at Buffalo
Life
Enjoys golf, boating, and is an avid traveler
Credentials
Senior Wealth Strategy Associate
Kevin brings more than 10 years of investment experience, including work in private equity and sell side equity research. Kevin focuses on asset allocation, investment research, and portfolio strategy. Kevin is a CFA charter holder and has his Series 7, 63, 86, and 87 licenses.
Experience
Financial analyst, US Energy Development Corporation (2011-2016)
Vice President, Oil and Gas Exploration & Production Analyst, Citi (2016-2021)
Joined The Alfa Group in 2021
Credentials
Certified Financial Analyst (CFA)
Series 7, 63, 86, 87 securities licenses
B.S. in Business Administration, Finance Concentration, University at Buffalo
Life
Enjoys golf, boating, and is an avid traveler
Credentials
Client Associate
Madeline is a recent graduate of Amherst College where she double majored in Economics and Art & the History of Art and served as captain of the women’s tennis team. Prior to joining UBS Private Wealth Management, Madeline gained experience interning at an investment bank on their sales, trading, and research desks, and working as an art associate at a prominent art gallery, Chase Edwards, in Bridgehampton, NY. Madeline hopes to use her unique economic and art background to serve our clients’ diversified portfolio needs
Credentials:
B.A., Economics and Art & the History of Art, Amherst College
Life:
Active member of Tuesday’s Children
Enjoys tennis, golf, and film photography
Member of the New York Athletic Club
Client Associate
Madeline is a recent graduate of Amherst College where she double majored in Economics and Art & the History of Art and served as captain of the women’s tennis team. Prior to joining UBS Private Wealth Management, Madeline gained experience interning at an investment bank on their sales, trading, and research desks, and working as an art associate at a prominent art gallery, Chase Edwards, in Bridgehampton, NY. Madeline hopes to use her unique economic and art background to serve our clients’ diversified portfolio needs
Credentials:
B.A., Economics and Art & the History of Art, Amherst College
Life:
Active member of Tuesday’s Children
Enjoys tennis, golf, and film photography
Member of the New York Athletic Club
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
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