Insight-based advice

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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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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.

  • Brian Bennett Profile Photo

    Brian Bennett

    Managing Director–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • VA
    • WI
    • WY

    Bringing experience and passion to each relationship
    Brian founded The Bennett Hurwitz Group because of his passion for helping clients with the advice and insights they need to reach their goals in life. With more than two decades of financial services experience—working primarily with business owners, real estate entrepreneurs, professionals and affluent families—Brian offers a comprehensive planning-based approach.

    With a dedication to each client's specific situation, Brian provides highly personalized goals-oriented solutions focused on his clients' entire financial picture. He is a skilled and decisive problem-solver with extensive knowledge of the financial markets. By taking full advantage of the innovative tools that are available to clients on our platform, Brian helps drive investment opportunities with the goal of mitigating risk without limiting growth potential. He has structured his practice to provide a comprehensive suite of services so his clients can rest assured that all their wealth management needs will be met by his team.

    A recognized leader in wealth management
    Prior to joining UBS in 2012, Brian honed his rigorous, disciplined wealth management approach as a Financial Advisor at Morgan Stanley. Today, he is recognized as a leader in the industry:

    • B.A. in economics from Binghamton University
    • Earned the Series 7, 31 and 66 securities licenses, as well as the life, accident and health insurance licenses.

    Giving back with purpose
    With a focus on community and philanthropy, Brian supports St. Jude Children’s Research Hospital, Memorial Sloan Kettering Cancer Center and Susan G. Komen Foundation. Brian also serves as an active participant in the UBS Community Affairs & Corporate Responsibility Program and enjoys spending time with his family.

    • Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in August or September and is based on information from March of the prior year to March of the award year. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
    • On Wall Street – Top 40 Advisors Under 40, 2013, 2014The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.

    • Binghamton University, B.A. Economics
      1285 Avenue Of The Americas
      New York, NY 10019
    • Marc Hurwitz Profile Photo

      Marc Hurwitz

      Senior Vice President–Wealth Management

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • MA
      • MD
      • MI
      • MN
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TX
      • VA
      • WI
      • WY

      Wealth management shaped by perspective
      With more than 17 years of financial services industry experience, Marc is a partner in The Bennett Hurwitz Group. His skill at developing and implementing all aspects of a comprehensive financial plan is based on a sophisticated understanding of the markets and customized portfolio construction. His specialized insights and personalized advice reflect his commitment to each client's success.

      As a Chartered Retirement Plans SpecialistSM, Marc works with his clients to help create a road map to retirement. This may include planning for multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, tax-aware investment strategies, retirement cash flow, asset management and estate planning.

      Expansive credentials deepen his advice
      Marc served as a Financial Advisor in Wealth Management at Morgan Stanley prior to joining UBS in 2012. His credentials include:

      • Portfolio Manager in the UBS Portfolio Management Program (PMP)
      • Chartered Retirement Plans SpecialistSM (CRPS®) designation from the College of Financial Planning
      • Member of the UBS Directors’ Council
      • B.S. in business management from Ithaca College
      • Earned the Series 7, 31 and 66 securities licenses, as well as the health and life insurance licenses

      Making an impact
      Marc supports St. Jude Children’s Research Hospital, Memorial Sloan Kettering Cancer Center and The Lustgarten Foundation. Marc's free time is centered around his family and community and he enjoys coaching his children’s basketball and baseball teams.

        • Ithaca College, B.S. Business Management
        • Chartered Retirement Plans Specialist℠
        1285 Avenue Of The Americas
        New York, NY 10019
      • Kenneth White Profile Photo

        Kenneth White

        Senior Wealth Strategy Associate

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        • CT
        • FL
        • MD
        • MI
        • NH
        • NJ
        • NY
        • OR
        • PA
        • TX
        • WI

        Insights grounded in experience
        Ken’s primary focus is delivering clients with comprehensive financial plans and customized investment strategies. He is committed to investment education, helping clients understand the broad range of solutions available to them, including retirement and estate planning strategies, insurance tools, borrowing options, and both traditional and nontraditional investments.

        He works closely with clients to build diversified portfolios that address their unique needs and goals. He provides in-depth knowledge and insight to synthesize complex investment information, giving clients the perspective they need to make better long-term financial decisions. In addition, Ken also manages the practice’s operations.

        Credentials that build confidence
        Prior to joining UBS in 2012, Ken was a Financial Advisor Associate at Morgan Stanley. Before that, he was with the Retirement Benefits Group at AXA, where he implemented retirement plans and facilitated participant education.

        • B.A. in finance from Pace University
        •  Earned the Series 7, 9, 31 and 66 securities licenses, as well as the life, accident and health insurance licenses

        Making a difference
        Ken has a passion for animal welfare and fosters animals through Friends with Four Paws and Heavenly Angels Animal Rescue. He is a movie buff and an avid follower of pro baseball and football.

          • Pace University, B.A. Finance
            1285 Avenue Of The Americas
            New York, NY 10019
          • Thomas Fallon Profile Photo

            Thomas Fallon IV

            Wealth Strategy Associate

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            • CA
            • CT
            • FL
            • MA
            • MD
            • MI
            • NJ
            • NY
            • OH
            • OR
            • PA
            • TX

            Insights grounded in experience
            Tom focuses on developing customized asset allocation strategies and investment solutions to help his clients achieve their financial goals. His significant experience in the fixed income markets, nontraditional investments and structured products gives him the understandings to oversee the team's strategy in these areas, working closely with clients to build portfolios designed to meet their investment planning needs.

            Tom also assists with structuring and maintaining strategic giving vehicles to satisfy client's philanthropic and charitable aspirations.

            Credentials that build confidence
            Prior to joining The Bennett Hurwitz Group in 2017, Tom was an Associate Financial Advisor at Ameriprise Financial.

            • B.S. in business administration with a concentration in finance from Rider University (and a member of the school’s collegiate soccer team)
            • Earned the Series 7, 63 and 65 securities licenses, as well as the life and health insurance licenses

            Making a difference
            Tom is an active participant in the UBS Community Affairs and Corporate Responsibility Program. He is also involved in his community’s youth soccer and baseball programs as a coach. Tom lives in Highlands, New Jersey, with his wife, Gabrielle and their dog, Jackson. He enjoys soccer, fitness, recreational sports and cooking for family and friends.

              • Rider University, B.S. in Business Administration with a Concentration in Finance
                1285 Avenue Of The Americas
                New York, NY 10019
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                Steven Padovani

                Client Associate

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                  Steve graduated from Siena College in Loudonville, NY in May 2009 with a BA in Finance.  Prior to joining UBS he was a Senior Analyst at Informa Investment Solutions, where he worked closely with wealth management clients to provide customized historical performance reporting. 

                  Steve lives in White Plains, NY and in his free time he enjoys cooking for friends and family, playing golf, and traveling. 

                   

                    • Siena College, B.A. Finance
                      1285 Avenue Of The Americas
                      New York, NY 10019
                    • Michael Capparelli Profile Photo

                      Michael Capparelli

                      Client Associate

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                      • NJ
                      • NY

                      Credentials that build confidence:

                      Prior to joining The Bennett Hurwitz Group at UBS in 2019, he was a Financial Planning Associate at Variant Private Wealth, a Registered Investment Advisor, in northern Virginia. He worked with a small team to provide clients financial plans, service accounts and execute operations for the firm.

                      • B.S. in Finance with a concentration in Financial Planning, and a minor in Entrepreneurship – New Venture Growth, from Virginia Tech in Blacksburg, VA
                      • Earned Series 7, and 66 securities licenses, as well as the life and health insurance licenses

                      Interesting facts:

                      Michael lives in Upper Manhattan. Michael loves to explore new spots in the city, and likes to try the world wide cuisine that the city has to offer. He enjoys spending time with friends and family, cheering on the Hokies' sports teams, and snowboarding.

                        • Virginia Tech, B.S. in Finance with a concentration in Financial Planning, and a minor in Entrepreneurship – New Venture Growth
                          1285 Avenue Of The Americas
                          New York, NY 10019

                        What did the Fed say?

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                        Retirement planning

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                        Multigenerational planning

                        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.

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                        $2.8 trillion

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                        As of 06/30/2022

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                        UBS is a world-leading wealth manager