The power of investing now

Get your financial future on track

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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.

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Anthony J. Cappiello

Senior 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
  • HI
  • MD
  • NC
  • NJ
  • NY
  • PA
  • RI
  • SC
  • TX

Education

  • BA in Accounting, Pace University

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Investing
Custom portfolios
Retirement planning
Lending services
8 Main Street
Southampton, NY 11968

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Turn possibilities into a plan

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A leading global wealth manager

Two brothers. One inheritance.

How will their story unfold?

Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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