Insight-based advice

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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, 2023, 2024
  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, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• On Wall Street – Top 40 Advisors Under 40, 2013, 2014The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.

• Binghamton University, B.A. Economics

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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 Specialist^SM, 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 Specialist^SM (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.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Ithaca College, B.S. Business Management

• Chartered Retirement Plans Specialist℠

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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

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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

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

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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