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.

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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
  • NY
  • PA
  • RI
  • TX


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

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

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

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager