Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Sevan-Chakiryan

    Sevan Chakiryan

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • KS
    • MA
    • MD
    • NC
    • NJ
    • NM
    • NY
    • OR
    • PA
    • RI
    • SC
    • TX
    • VA
    • WA

    Sevan is a former Goldman Sachs Direct Access Sales Manager, as well as a member of the New York Stock Exchange and successful small business owner.

    With his lifetime of experience in financial services along with his in-depth understanding of financial markets, Sevan helps to place our team in an even stronger position to advise our clients to pursue their goals and meet any furture challenges that may arise.

          One Jericho Plaza
          Jericho, NY 11753
          sevan.chakiryan@ubs.com
          Sevan Chakiryan
          One Jericho Plaza,Jericho,NY,11753
        • Suzanne-Repole

          Suzanne Marie Repole

          Senior Wealth Strategy Associate

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          • CA
          • CO
          • CT
          • FL
          • MA
          • NJ
          • NY
          • VA

          Suzanne started her financial services career in 2000 at Merrill Lynch with The Chakiryan Group. In 2005, she transitioned to UBS. Suzanne graduated from State University of New York at Plattsburgh with a Bachelors of Science in Marketing.

            • State University of New York at Plattsburgh, B.S. Marketing
              One Jericho Plaza
              Jericho, NY 11753
              suzanne.repole@ubs.com
              Suzanne Marie Repole
              One Jericho Plaza,Jericho,NY,11753

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            Global Wealth Report 2024

            Crafted wealth intelligence

            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

            Gain additional insights into the trends shaping wealth in the US and around the world.

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