How can you pursue what matters most?

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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.

Euthymia...a condition according to which the soul lives calmly and steadily, being disturbed by no fear, or superstition, or other temporary impulse.

- Diogenes Laërtius

What does philosophy have to do with financial planning?


More than any other attribute,  happy high net worth clients share a clear sense of purpose for their wealth.  As wealth grows, so do opportunities.  Without a clear focus, these opportunities can become distractions  that pull us away from the fulfillment  that we  are seeking.

To see one's path and pursue it with intention is a gift.  The Stoics  called this "euthymia,"  believing in yourself and trusting you are on the right path.  I want to put you on this path.

To do this we focus on the things that we can control - we get organized, build financial statements, articulate priorities, and create a plan to bring it all together.

  • Andrew Herr

    Andrew D. Herr, CFA

    Senior Vice President–Wealth Management

    Chartered Financial Analyst®

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    • CT
    • FL
    • KS
    • MA
    • NJ
    • NY
    • RI

    A Sense of Purpose

    I became a financial advisor because I love helping people get the most out of
    their resources. This looks different for everyone, but often starts with creating
    financial statements and understanding their future needs.


    I have never done this for someone and not had them breathe a sigh of relief.
    When people get clarity on their financial situation, it results in a sense of purpose
    that consistently flows into other areas of their lives; and that is the most rewarding part.

     

    Guiding Principles:

     

    Transparent - I will be clear and direct.

    Sophisticated - I will strive to understand your most complex issues and I will simplify them for you.

    Practical - I will focus on actions and results, not theory and ideas.

     

    I’ve been fortunate to work with highly successful people for most of my career.
    Time and again I have seen that what they really need is solid, trustworthy advice
    on a broad range of financial issues that will be regularly changing over the course
    of their lives. I create consistency for my clients each step of the way.


    I also partner with several of UBS’s largest and most experienced advisory teams to
    deliver investment advice. We focus on highly efficient strategies that are designed
    to deliver the best possible after-fee and after-tax returns.


    The breadth, depth, and reliability of UBS’s Private Wealth Management platform
    allows me to do all of this in a way that is specific and customized for each client.
    The resources are unparalleled.

     

    Previous Experience

    – Executive Director, J.P. Morgan Private Bank, 2009 – 2021
    – Planned Giving Fundraiser, Harvard University, 2004 – 2007

     

    Education and Credentials

    – Chartered Financial Analyst®
    – M.B.A. with distinction in capital markets, Cornell University, Johnson Graduate
    School of Management, 2009, Roy H. Park Leadership Fellow
    – B.A., art history, Williams College, 2002
    – Series 7 and 63 securities licenses and Investment Advisor

     

      • Williams College, Art History
      • Cornell University, Johnson Graduate School of Management, M.B.A. with distinction in capital markets, Roy H. Park Leadership Fellow
      • Chartered Financial Analyst®
      • Senior Institutional Consultant, UBS Institutional Consulting Program
      100 West Putnam Ave
      2nd Floor
      Greenwich, CT 06830
    • Robin Lott

      Robin Lott

      Client Associate

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      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • HI
      • IL
      • LA
      • MA
      • MD
      • ME
      • MI
      • MO
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OK
      • PA
      • RI
      • SC
      • TN
      • TX
      • VA
      • VT

      About Robin Lott

      Robin graduated from the University of Texas at Dallas in 2008.  During that time she interned for Merrill Lynch, eventually joining the Dallas office full-time.  Robin graduated from Merrill's advisor training program in 2012.

      Before becoming a service associate at UBS, Robin worked with the firm's transition team helping advisors move from their previous firms to UBS.

      Robin loves being active, especially hiking with her big black German Shepard, Jet.  She is a veteran CrossFitter and is also certified to teach hot yoga. 

            100 Crescent Court
            Dallas, TX 75201
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            Miguel Hennessy

            Managing Director–Wealth Management

            Financial Advisor

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            • AL
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • IL
            • IN
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MT
            • NC
            • NE
            • NH
            • NJ
            • NM
            • NV
            • NY
            • OH
            • OR
            • PA
            • RI
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • VT
            • WA
            • WY
            • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
            • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                1285 Avenue Of The Americas
                New York, NY 10019
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                David Wardrop

                Senior Vice President–Wealth Management

                Financial Advisor

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                • AL
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IL
                • IN
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MT
                • NC
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • PA
                • RI
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA
                • WY
                • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
                • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
                • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
                • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                    1285 Avenue Of The Americas
                    New York, NY 10019
                  • Solita Marcelli

                    Chief Investment Officer Americas, UBS Global Wealth Management

                    Deputy Head of CIO Americas

                    Solita Marcelli is Chief Investment Officer Americas for UBS Global Wealth Management. Solita is responsible for bringing together market and investment insights to optimize impact for UBS Americas clients, with over USD 1.3 trillion in total invested assets. She is a member of the global CIO and WM USA management committees, in addition to serving on the Global Investment Committee, which is responsible for formulating the UBS Global Wealth Management
                    Investment House View.

                    Prior to UBS, Solita was the Global Head of Fixed Income, Currencies, and Commodities (FICC) for Wealth Management at J.P. Morgan. Previously, she was a member of the equity research team at DLJ / Credit Suisse First Boston, and later held a similar role at Thomas Weisel Partners.

                    Solita holds an MBA from the Stern School of Business at New York University and a BA in Economics and History from Brandeis University. Solita currently serves on several committees of the UJA Federation of New York including the Wall Street Strategic Council and Finance Committee. Solita is a Fellow of the 2018 Class of the Finance Leaders Fellowship and a member of the Aspen Global Leadership Network, as well as a member of the Economic Club of New York. Solita is a frequent contributor to numerous financial media, including CNBC, Bloomberg, and the Wall Street Journal. Solita grew up in Istanbul, Turkey and now resides in New York City with her husband and daughter.
                  • Daniel Scansaroli, Ph. D.

                    Head of Portfolio Strategy & UBS Wealth Way Solutions Americas, UBS Global Wealth Management

                    Daniel Scansaroli is a Managing Director and Head Americas Portfolio Strategy & UBS Wealth Way Solutions for the UBS Chief Investment Office. Dan advises individuals and institutions on asset allocation, goals-based investing, and portfolio/risk management. He also leads the intellectual capital offering for Wealth Way and the Ultra High Net Worth business.

                    Daniel joined UBS from BlueMountain Capital Management, where he was the Head of Portfolio Construction & Modeling and a Managing Portfolio Strategist responsible for leading the investment process, sizing frameworks, modeling, and risk management for all multi-strategy funds. As part of the CIO’s Fund Management Committee, he was responsible for strategy and execution of tailored asset allocations, and dynamic hedging programs to manage factor exposures in accordance with institutional client risk and return mandates.

                    Dan joined J.P. Morgan from Lehigh University’s $1B+ Endowment where he was responsible for portfolio construction, risk management, manager due diligence, and performance/investment analysis. Dan has also worked as a lead Process Management Consultant, and as an Analyst at Rothschild’s M&A and Restructuring division. Dan holds several degrees from Lehigh University, including a doctorate (Ph.D.) in Industrial/Financial Engineering, a M.S. in Applied Mathematics, a M.S. in Management Science, and a B.S. in Mechanical Engineering. He is also an Industry Advisory Council member for Lehigh University’s Master in Financial Engineering Program.

                  Defining your priorities. Pursuing what matters.

                  Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                  Who we work with

                  Who we work with

                  compass

                  A way forward

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                  Managing wealth is our craft

                  We’re committed to understanding what wealth means for you.

                  At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  Financial strength

                  Driving confidence.
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                  UBS AG, long-term senior secured debt rating. As of 12/31/2022

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                  For Ultra-High Net Worth clients

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