Let's move forward. Together.

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The Betesh Group at UBS provides portfolio management for high net worth families, senior executives, and private business owners.

Through UBS Financial Services, our clients hold individual accounts, corporate accounts, and trust accounts. Collectively, we offer over 80 years of professional investment experience.

Our greatest satisfaction comes from helping our clients navigate their journeys, through the long term relationships we have built together.

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Turn possibilities into a plan

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A leading global wealth manager

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

  • Morris Betesh

    Morris I. Betesh, ChFC, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • KS
    • LA
    • MA
    • MD
    • ME
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NY
    • OH
    • PA
    • RI
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT

    Morris I. Betesh and his team of investment professionals provide years of industry experience and knowledge. They leverage the global banking and investment insights of UBS Financial Services. Client solutions include asset management, investment advice, lending advice, and customized financial planning. Morris brings a high standard of care to his practice which begins with listening, and truly emphasizes a collaboration with clients to help achieve their goals and dreams.

    Beginning his career on Wall Street in 1991, he gained experience as a financial consultant and equity trader for several years. He later took on senior executive roles in the apparel industry and founded a company called Dan Morris Apparel which he sold prior to forming his team at Merrill. Morris’s experience provides him with insights into the many financial strategies that senior corporate executives and entrepreneurs can benefit from.

    Morris is a graduate of New York University. He also holds the Series 7, Series 66 FINRA Registrations, as well as the ChFC®, CPFA®, and CRPC® designations. He lives in Brooklyn, New York with his family and he is active in his community. In his spare time, he enjoys playing the guitar, and cycling.

          1285 Avenue Of The Americas
          New York, NY 10019
          morris.betesh@ubs.com
          Morris I. Betesh, ChFC, CRPC
          1285 Avenue Of The Americas,New York,NY,10019
        • Irving Betesh

          Irving M. Betesh, CFP

          Financial Advisor

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            Irving M. Betesh is a managing partner at The Betesh Group, a highly experienced financial advisory team headquartered in New York. Irving provides customized wealth strategy and integrated advice to individuals and families, helping them address their priorities and pursue their goals more efficiently.

            As a CERTIFIED FINANCIAL PLANNER™ professional, he leads a multi-disciplinary approach that encompasses investment management, retirement planning, credit and lending, trust and estate planning services, cash-flow analysis, higher education saving, and charitable giving, among others. His thoughtful approach allows him to deliver customized strategies which leverage the entire the investment insight of UBS Financial Services.

            Irving is a graduate of the Zicklin School of Business at the City University of New York, Baruch College, where he received a Bachelor's of Business Administration in Finance. In addition to the CFP® certification, he holds his Series 7 and Series 66 FINRA Registrations, as well as Life and Health Insurance licenses. Irving lives in New York and is an active member of his community in Brooklyn. He enjoys reading, staying active, and spending time with family and friends.

                  1285 Ave of the Americas
                  New York, NY 10019
                  irving.betesh@ubs.com
                  Irving M. Betesh, CFP
                  1285 Ave of the Americas,New York,NY,10019
                • Gail Lacey

                  Gail R. Lacey

                  Authorized Officer

                  Senior Client Associate

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                    Gail is proud to be the “go-to” person for many client needs. She has built great relationships with clients by offering knowledgeable support and addressing a wide range of requests including funds transfers and reconciliations. She is committed to providing a truly exceptional level of service, having done so for the last 30 years. When timely answers are needed on account questions, Gail is often the first stop for advisors and clients.

                    As a Wealth Management Client Associate Gail assists clients by helping them manage their wealth to meet their individual needs. Gail focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helps to ensure every potential solution is grounded in understanding what each client wants to achieve. She Resides in Orange, New Jersey.

                          1285 Ave of the Americas
                          New York, NY 10019
                          gail.lacey@ubs.com
                          Gail R. Lacey
                          1285 Ave of the Americas,New York,NY,10019
                        • Dina Bongermino

                          Dina Bongermino

                          Authorized Officer

                          Senior Client Associate

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                          • AZ
                          • CA
                          • CO
                          • CT
                          • DC
                          • DE
                          • FL
                          • GA
                          • ID
                          • IL
                          • KS
                          • LA
                          • MA
                          • MD
                          • ME
                          • NC
                          • NE
                          • NH
                          • NJ
                          • NM
                          • NY
                          • OH
                          • PA
                          • RI
                          • TN
                          • TX
                          • VI
                          • VT

                          Dina is a Senior Registered Client Associate at UBS. Dina began her career in Financial Services in 2008 at Oppenheimer & Co. In 2011, she joined Merrill Lynch Wealth Management. Dina graduated from Pace University with a Bachelors of Business Administration degree with concentrations in Finance and Economics. She is responsible for providing clients with a high level of service in various areas. She has built long-standing relationships with clients through an extensive understanding of their needs and the services offered by UBS. She currently holds Series 7 and 66 FINRA registrations.

                                1285 Ave of the Americas
                                New York, NY 10019
                                dina.bongermino@ubs.com
                                Dina Bongermino
                                1285 Ave of the Americas,New York,NY,10019