Understanding

As a Managing Director and founding partner 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. Jill finds it incredibly rewarding to provide clients with three key strategies to help them sleep at night. She does this by: identifying their blind spots, charting a clear financial roadmap, and empowering them to make confident choices.

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 Chairman’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 with her wife and two adult children, Rory and Jamie, who live nearby.

As a Senior Vice President and Partner of The Bobigan Engros Group, Austin provides comprehensive wealth and 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 one’s 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 die-hard New York 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.

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 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 Gabelli 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.

Rory is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional dedicated to helping clients achieve their financial goals with clarity and confidence. She is passionate about building lasting relationships and crafting personalized strategies for each stage of life. Born and raised in New York City, she brings a thoughtful and dynamic approach to financial planning. Rory earned her B.A. in History from the University of Michigan.

After graduating in 2022, Rory worked for two and a half years as a Financial Advisor at the UBS Wealth Advice Center; where she obtained her FINRA Series 7 and 66 securities licenses, as well as her life, accident, and health insurance licenses.

Outside of the office, Rory is an avid traveler who loves exploring new cultures and cuisines. She’s also a devoted concert-goer and enjoys discovering new music. Whether she’s planning a trip or a financial future, Rory approaches everything with enthusiasm and care.

As a Senior Registered Client Associate (CSA) for the Bobigan Engros Group  Susan's responsibilities include all operational and client support functions. She strives to provide an enhanced white glove client experience for you.

Susan's knowledge of firm policy, procedures and technology allows her to interface with you on many levels. Her goal is to anticipate your needs, resolve any issues that may arise and take a proactive stance on informing you as to the many services and capabilities that are available to you as a valued client.

Susan’s career began at Dean Witter Reynolds as an Institutional Sales Associate. Susan was working for Credit Suisse in the New York Office prior to joining UBS in 2006.   Susan utilizes her many years of experience in the financial services industry to enhance the Wealth Management client experience. Additionally, Susan is FINRA registered, Series 7, Series, 63 and 9/10 enabling her to assist with any transactions when needed.