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Boone Macaluso Partners

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We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Andrew Boone

    Andrew Patrick Boone

    Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • IL
    • MA
    • MI
    • NH
    • NJ
    • NY
    • OR
    • PA
    • SC
    • TX
    • VA
    • VT

    Over the past 13 years at UBS I've managed our clients' assets with the belief that sound multi-generational financial planning is the foundation for thoughtful decision making. With this in mind, I've worked with our clients through all types of market conditions to ensure that their financial goals remain the primary focus. In 2011 I earned the designation of Wealth Advisor, a rigorous course of study meant to enhance the knowledge of advisors in areas such as business succession planning, estate planning strategies, and other areas of Wealth Management. I currently serve as the Chair of the Board of the United Way for Greater New Haven. I also serve as the Chair for the New Haven Region of the Alumni Interviewing Program for the University of Pennsylvania, where I earned my Bachelor of Arts in Economics in 1997.

          1 Century Tower
          4th and 6th Floors, 265 Church Street
          New Haven, CT 06510
        • Jason A. Macaluso

          Jason Macaluso

          Vice President–Wealth Management

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          • AR
          • AZ
          • CA
          • CO
          • CT
          • FL
          • IL
          • MA
          • MI
          • NH
          • NJ
          • NY
          • OR
          • PA
          • SC
          • TX
          • VA
          • VT

          For 25 years, I have helped my clients manage all areas of their personal wealth through multiple market cycles and have experienced some of the best and worst economic periods in history. Regardless of the timing, my clients have been able to achieve their long-term goals through prudent risk management strategies, as well as personalized financial planning.

          A 1996 graduate of Providence College, I have remained very active in the Friar Alumni community and have served on the Business Advisory Council of the PC School of Business from 2014-17. As an accomplished endurance athlete, I have competed in countless triathlons and marathons, and today, my endurance goals include trail running and ultra marathons. I am a lifelong Connecticut resident, where I reside with my wife, daughter, and 2 dogs.

            • Providence College, Bachelor of Science: 1992 - 1996
              Financial planning
              Exit planning
              Corporate executives
              Entrepreneurs
              Professional entertainers
              Business owners
              1 Century Tower
              4th and 6th Floors, 265 Church Street
              New Haven, CT 06510

            A focus on personalized access and service

            Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

            The circular economy: What is it?

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

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