$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.
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!
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.
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.
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.
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!
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.
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.
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.
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.
To help you start the new year with confidence, watch our US House View monthly replay where Jason Draho, Head of Asset Allocation, and Kurt Reiman, Head of Fixed Income, will outline top ideas for 2025, share key investment insights, and provide strategies for achieving long-term investment success.
05 December 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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
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