A plan for today, tomorrow and generations to come

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As a Senior Vice President and Senior Portfolio Manager of The Bobigan Engros Group, Jill emphasizes asset allocation and risk management with a focus on retirement income planning. Having been managing clients' wealth for over 40 years covering a range of different market cycles, Jill has developed lifelong relationships built on mutual trust and complete transparency.

Prior to joining UBS in 2008, Jill was a Senior Vice President and Portfolio Manager at Morgan Stanley for 26 years. Jill is a member of UBS’s prestigious President’s Council and holds the Chartered Retirement Planning Counselor (CRPC®), Chartered Retirement Planning Specialist (CRPS®), Chartered Mutual Fund Counselor (CMFC®), and UBS Wealth Advisor designations. Jill has a B.S. in biochemistry from the University of Connecticut and resides in New York City where she also serves as an executive chef and chauffeur for two hungry children!

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 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, 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.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• Chartered Retirement Planning Counselor
• Chartered Retirement Plans Specialist℠
• Chartered Mutual Fund Counselor℠

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As a Financial Advisor and Partner of The Bobigan Engros Group, Austin provides comprehensive wealth & estate planning for clients. Throughout the planning process, Austin shares his insight on asset allocation, investment strategies, tailored lending, risk management and inter-generational wealth transfer. He also has extensive expertise within Alternative Investments and Structured Solutions and how they may appropriately fit into ones investment portfolio. Austin prides himself in his longstanding relationships built on mutual trust and teamwork. 

Austin holds the FINRA Series 7 and 66 securities licenses as well as licenses in life, health and accident insurance. Austin grew up in Bronxville, NY and is a graduate of Hamilton College where he earned a B.A. in Public Policy and was a member of the varsity squash team. Austin lives in New York City with his wife and is an avid adventure traveler, proud Eagle Scout and fervent NY sports fan.

• Forbes Best-in-State Wealth Management Teams, 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.

• Hamilton College, B.A. in Public Policy

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As a Senior Wealth Strategy Associate for The Bobigan Engros Group, Michael focuses on portfolio development and analytics, risk management and the due diligence of all marketable securities. With over two decades of industry experience covering a range of different market cycles, Michael provides a depth of expertise across many different investment strategies and wealth planning solutions.

Prior to joining UBS in 2006, Michael managed multimillion dollar enterprise system projects for a Fortune 1000 company. Michael has a B.S. in finance from SUNY Old Westbury and has completed graduate coursework from Harvard University’s Extension School. Michael resides in Long Island, NY and enjoys coaching his son’s soccer team in his spare time.

• SUNY Old Westbury, B.S. in Finance

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As an Investment Associate for The Bobigan Engros Group, Elizabeth aims to provide the highest level of client service at all times. Elizabeth is primarily responsible for managing all client support functions, executing client’s trade orders, and aiding in all operational aspects of client needs.

Elizabeth joined the firm in 1986. Elizabeth has a B.A. in economics from Fordham University, an M.B.A. from Fordham University Graduate School of Business, and Series 3, 7, and 66 securities licenses. Elizabeth resides in New York City and enjoys the art of photography and watercolor painting in her spare time.

• Fordham University, B.A. in Economics
• Fordham University Graduate School of Business, M.B.A.