Managing Director–Wealth Management
Financial Advisor
Insights grounded in experience
For more than 30 years, Lenny has guided affluent families and accomplished professionals in pursuing their financial goals. His approach to wealth management is deeply personal—rooted in trust, tailored advice, and a passion for helping clients navigate complex financial challenges with clarity and confidence.
Lenny joined UBS in 2016 after serving as a financial advisor at Wells Fargo Advisors, where he co-founded the Boccia Quinn Wealth Management Group. He began his career in 1989 as a fixed-income investor at W.J. Nolan & Co., building a foundation in municipal bonds and portfolio construction. Today, Lenny works closely with clients to develop customized financial plans centered on their unique lives, aspirations, and long-term objectives. He specializes in structuring municipal bond portfolios designed to generate tax-free income, offering clients both stability and strategic tax efficiency.
Credentials that build confidence
Outside of work
Lenny is actively involved in giving back, supporting Cardinal Spellman High School and SUNY New Paltz through both volunteerism and philanthropy. He resides in Scarsdale, NY, with his wife and their two children. Outside of work, Lenny enjoys golfing at Westchester Country Club, running, and spending quality time with his family and friends.
Recognized as an industry leader:
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.
Managing Director–Wealth Management
Financial Advisor
Insights grounded in experience
For more than 30 years, Lenny has guided affluent families and accomplished professionals in pursuing their financial goals. His approach to wealth management is deeply personal—rooted in trust, tailored advice, and a passion for helping clients navigate complex financial challenges with clarity and confidence.
Lenny joined UBS in 2016 after serving as a financial advisor at Wells Fargo Advisors, where he co-founded the Boccia Quinn Wealth Management Group. He began his career in 1989 as a fixed-income investor at W.J. Nolan & Co., building a foundation in municipal bonds and portfolio construction. Today, Lenny works closely with clients to develop customized financial plans centered on their unique lives, aspirations, and long-term objectives. He specializes in structuring municipal bond portfolios designed to generate tax-free income, offering clients both stability and strategic tax efficiency.
Credentials that build confidence
Outside of work
Lenny is actively involved in giving back, supporting Cardinal Spellman High School and SUNY New Paltz through both volunteerism and philanthropy. He resides in Scarsdale, NY, with his wife and their two children. Outside of work, Lenny enjoys golfing at Westchester Country Club, running, and spending quality time with his family and friends.
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Financial Advisor
Insights grounded in experience
Steve has been making a difference in the financial lives of his clients for over 20 years. With an extensive planning background, Steve leads the comprehensive financial planning process for the team. His expertise and depth of knowledge on financial markets position him to create truly customized and tax-efficient financial solutions for executives, business owners, and families. His clients value the financial roadmap he designs for them, ensuring a successful future.
With a focus on creating partnerships and trust, Steve maintains a deep commitment to helping clients address their short-term and long-term priorities to navigate their financial situation through all phases of life. Steve played basketball at College of the Holy Cross, and being on a team has directly translated into the discipline and structure he utilizes while working with clients.
Credentials that build confidence
Outside of work
Steve serves on the Board of Brooklyn Jesuit Prep, a Catholic Jesuit middle school, that educates low-income students. He is also an accomplished plant-based Ultra Endurance Athlete, successfully completing 9 Ironman races (3x Hawaii Qualifier) and most recently Ultraman Canada. Steve and his wife live in Westchester, NY. In his free time he enjoys spending time with his family and lifelong friends and training for his next endurance adventure.
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Financial Advisor
Insights grounded in experience
Steve has been making a difference in the financial lives of his clients for over 20 years. With an extensive planning background, Steve leads the comprehensive financial planning process for the team. His expertise and depth of knowledge on financial markets position him to create truly customized and tax-efficient financial solutions for executives, business owners, and families. His clients value the financial roadmap he designs for them, ensuring a successful future.
With a focus on creating partnerships and trust, Steve maintains a deep commitment to helping clients address their short-term and long-term priorities to navigate their financial situation through all phases of life. Steve played basketball at College of the Holy Cross, and being on a team has directly translated into the discipline and structure he utilizes while working with clients.
Credentials that build confidence
Outside of work
Steve serves on the Board of Brooklyn Jesuit Prep, a Catholic Jesuit middle school, that educates low-income students. He is also an accomplished plant-based Ultra Endurance Athlete, successfully completing 9 Ironman races (3x Hawaii Qualifier) and most recently Ultraman Canada. Steve and his wife live in Westchester, NY. In his free time he enjoys spending time with his family and lifelong friends and training for his next endurance adventure.
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Financial Advisor
Insights grounded in experience
Jason brings two decades of experience helping families, individuals, and business owners plan for their futures and manage wealth with purpose. As a Senior Portfolio Manager, he provides advanced portfolio management and strategic planning, specializing in financial planning, asset management, and wealth transfer strategies.
Before joining UBS, Jason built a strong foundation in financial analysis and corporate strategy. He worked as an equity research analyst and business planner for global firms, including as a member of the strategic planning group at Reuters Group PLC in New York (now Thomson Reuters), and as a research analyst for investment banks in Santiago, Chile, and Quito, Ecuador. This international experience informs his disciplined, global approach to wealth management.
Credentials that build confidence
Outside of work
Jason lives in Brooklyn, NY with his wife, Rosamund, and their two children. He is deeply committed to educational equity and served on the Foundation Board of the CUNY School of Professional Studies (SPS), supporting adult learners in achieving their academic and career goals through affordable degree programs.
Senior Vice President–Wealth Management
Financial Advisor
Insights grounded in experience
Jason brings two decades of experience helping families, individuals, and business owners plan for their futures and manage wealth with purpose. As a Senior Portfolio Manager, he provides advanced portfolio management and strategic planning, specializing in financial planning, asset management, and wealth transfer strategies.
Before joining UBS, Jason built a strong foundation in financial analysis and corporate strategy. He worked as an equity research analyst and business planner for global firms, including as a member of the strategic planning group at Reuters Group PLC in New York (now Thomson Reuters), and as a research analyst for investment banks in Santiago, Chile, and Quito, Ecuador. This international experience informs his disciplined, global approach to wealth management.
Credentials that build confidence
Outside of work
Jason lives in Brooklyn, NY with his wife, Rosamund, and their two children. He is deeply committed to educational equity and served on the Foundation Board of the CUNY School of Professional Studies (SPS), supporting adult learners in achieving their academic and career goals through affordable degree programs.
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
Insights grounded in experience
With nearly a decade of experience, Taylor brings a strategic and personalized approach to holistic financial planning, investment management, and asset allocation. She works closely with clients to help them invest wisely, take control of their wealth, and achieve lasting financial wellness.
Taylor, alongside Tom, specializes in working with attorneys, business owners, and tech employees - particularly those establishing retirement maximization strategies as well as complex equity compensation and corporate stock. She is especially passionate about empowering women to build financial financial confidence and independence through thoughtful, personalized planning.
Credentials that build confidence
Outside of work
Taylor lives in Brooklyn, NY with her husband and is an active member of the Sutton Place Synagogue. She is involved in 100 Women in Finance, a non-profit organization that aims to support and empower young women and their career paths. Taylor enjoys traveling, spending time with family, and pilates.
Credentials
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
Insights grounded in experience
With nearly a decade of experience, Taylor brings a strategic and personalized approach to holistic financial planning, investment management, and asset allocation. She works closely with clients to help them invest wisely, take control of their wealth, and achieve lasting financial wellness.
Taylor, alongside Tom, specializes in working with attorneys, business owners, and tech employees - particularly those establishing retirement maximization strategies as well as complex equity compensation and corporate stock. She is especially passionate about empowering women to build financial financial confidence and independence through thoughtful, personalized planning.
Credentials that build confidence
Outside of work
Taylor lives in Brooklyn, NY with her husband and is an active member of the Sutton Place Synagogue. She is involved in 100 Women in Finance, a non-profit organization that aims to support and empower young women and their career paths. Taylor enjoys traveling, spending time with family, and pilates.
Credentials
Wealth Strategy Associate
Insights grounded in experience
Emma joined the team over 4 years ago as a Wealth Strategy Associate. She leads the group's front-to-back operations, handles account maintenance, and provides a white-glove client experience. Emma supports the advisors in delivering strategies, coordinating client communication, and streamlining complex transactions to ensure financial needs are met with precision and care.
Credentials that build confidence
Outside of work
In her free time, she enjoys skiing, playing tennis, and spending time with family and friends.
Wealth Strategy Associate
Insights grounded in experience
Emma joined the team over 4 years ago as a Wealth Strategy Associate. She leads the group's front-to-back operations, handles account maintenance, and provides a white-glove client experience. Emma supports the advisors in delivering strategies, coordinating client communication, and streamlining complex transactions to ensure financial needs are met with precision and care.
Credentials that build confidence
Outside of work
In her free time, she enjoys skiing, playing tennis, and spending time with family and friends.
Investment Associate
Insights grounded in experience
Amy has over twenty years of experience helping clients manage the operational and investment aspects of their financial affairs. She joined UBS in 1995 and previously worked in the equity research group at Neuberger Berman. She manages the execution of business operations by providing high-level operational support and oversight, ensuring accuracy, and timely execution of all requests.
Credentials that build confidence
Outside of work
In her free time, Amy enjoys kickboxing and spending time with her son, Aidan.
Investment Associate
Insights grounded in experience
Amy has over twenty years of experience helping clients manage the operational and investment aspects of their financial affairs. She joined UBS in 1995 and previously worked in the equity research group at Neuberger Berman. She manages the execution of business operations by providing high-level operational support and oversight, ensuring accuracy, and timely execution of all requests.
Credentials that build confidence
Outside of work
In her free time, Amy enjoys kickboxing and spending time with her son, Aidan.
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.
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