$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
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:
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.
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:
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.
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.
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.
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.
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.
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.
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.
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.
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:
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.
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:
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.
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.
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.
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.
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.
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.
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.
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Watch the replay of our September House View live conversation, featuring insights from David Lefkowitz, Head of Equities, CIO Americas, and Kurt Reiman, Head of Fixed Income and Municipal Securities, CIO Americas.
05 September 2024
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$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