Let's move forward. Together.

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.

Aerial buildings

Anthony John Cappiello

Vice President–Wealth Management

Financial Advisor

Anthony joins UBS Financial Services with 25 years of industry experience.  Prior to beginning his career in finance, Anthony worked for Deloitte & Touche as a CPA.  Anthony is a graduate of Pace University and holds a BA in Accounting.  Anthony is a full time resident of Sag Harbor, NY and enjoys spending his free time with his wife Aleks and son Anthony Jr.

Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • MA
  • MD
  • NJ
  • NV
  • NY
  • PA
  • RI
  • TX

Education

  • BA in Accounting, Pace University
8 Main Street
Southampton, NY 11968
  • (631) 287-5808

Email Me

Three generations in apple orchard

Turn possibilities into a plan

US equity market outlook

Mountain climbers on peak at sunrise

A leading global wealth manager

White House

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights