Do you appreciate the value of teamwork?

Mountain climbers reaching the summit

The Buttonwood Group partners draw from a deep well of experience when it comes to understanding client aspirations and taking the action needed to achieve their goals across the various stages of life.

With the depth and diversity of our team, we are always prepared to address the more complicated matters that arise and promptly and efficiently handle every-day issues. While multi-faceted, our team members have areas of specialization, including individual bond and stock selection, advanced planning for families and businesses, and balance sheet optimization.

The Buttonwood Group has an established system in place to create the best client experiences and outcomes. This includes:

  • A financial planning process that clearly defines objectives, lays out a course of action and monitors progress
  • An adherence to a Financial Standard of Care across the stages of life
  • A client communication process based on high quality, scheduled contact
  • An investment process that carefully considers risk and reward, and utilizes the most effective and economic tools available
Co-workers in a lobby
Road

Financial planning

A Plan For Your Financial Life

A living plan will provide a total picture of your financial world, will guide your investment and saving strategies, and provide the confidence to take action year after year. Our process incorporates an assessment of your career or business’ prospects and their effect on your long-term family plan.

Pursuing your goals together

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.

  • John

    John Kubica

    Senior Vice President

    Financial Advisor

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    Jack is an industry veteran with over thirty-seven years of experience helping families and institutions to set and achieve their financial goals in markets both good and bad. Prior to joining UBS in 2008, he was a Senior Vice President, Financial Advisor and Branch Manager (Southport, CT) with A.G. Edwards & Sons.  Jack holds a Bachelor of Science degree in Pharmaceutical Chemistry from the University of Connecticut. 

          299 Park Avenue
          New York, NY 10171
        • Arthur Randall

          Arthur Randall

          Senior Vice President–Wealth Management

          Financial Advisor

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          Art leads Buttonwood's fiduciary practice and has managed discretionary equity, taxable and tax-exempt fixed income and balanced portfolios since 1995 for individuals, families, partnerships and non-profits. After stints in academia and publishing, he joined E.F. Hutton in 1981 and Paine Webber in 1988 prior to its acquisition by UBS. His investment career began in fixed income before equities, and he continues a balance sheet orientation. A Boston College graduate, he is father of five children and grandfather to four. He resides in Montclair, New Jersey and is an avid gardener.

           

                299 Park Avenue
                New York, NY 10171
              • James P. McCann

                James McCann

                Senior Vice President–Wealth Management

                Financial Advisor

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                Jim began his professional career with Paine Webber in 1981 and except for a brief stint at another firm, has been a Paine Webber/UBS "lifer" since his days at Manhattan College. Jim specializes in fixed income, our asset allocation policy and privately managed equity accounts. He is readily conversant with mortgage finance and lending. The McCann's have three college aged children.

                      299 Park Avenue
                      New York, NY 10171
                    •  Jason J. Kubica

                      Jason Kubica

                      Senior Vice President–Wealth Management

                      Financial Advisor

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                       As an advisor with UBS and previously with A.G. Edwards starting in 2005, Jason has helped families and businesses to plan for their future and manage their assets accordingly. His Senior Portfolio Manager designation at the firm recognizes an advanced level of expertise in professional portfolio management, and as one of UBS' elite Wealth Advisors, he has completed comprehensive training in financial planning, asset management and wealth transfer strategies.  Jason also calls on his past experience as an equity analyst and corporate business planner.  He was part the strategic planning group at Reuters Group PLC in New York (now Thomson Reuters) and was a research analyst for investment banks in Santiago, Chile and Quito, Ecuador.  

                       He holds a Masters of Business Administration degree in Finance and Management from Columbia University in New York City and a Bachelor of Arts degree in English Literature from Emory University in Atlanta, GA.

                       Jason lives in Brooklyn, NY with his wife Rosamund and their two children. He currently serves as a member of the Foundation Board of the CUNY School for Professional Services (SPS), a New York City based institution dedicated to providing an affordable way for adults to further their career by completing their under-graduate degree or acquiring a post-graduate education.

                            299 Park Avenue
                            New York, NY 10171
                          • Andrew

                            Andrew Nygren

                            Associate Director

                            Senior Wealth Strategy Associate

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                            Andrew has 29 years of experience. Prior to UBS, he was an advisor at Morgan Stanley and the municipal bond firm, Lebenthal & Co.  While specializing in municipal bonds, Andrew leads our financial planning services and performs due diligence and monitoring of our mutual fund Investments.  Andrew has received his Portfolio Management Program designation. He is an alumnus of Lafayette College and lives in Hoboken, New Jersey.

                                  299 Park Avenue
                                  New York, NY 10171
                                • Christopher J. Lash

                                  Christopher Lash

                                  Senior Wealth Strategy Associate

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                                  In addition to handling any complex operational issues that may arise in our day-to-day practice, Chris handles most of our retail and institutional trading. He is conversant in all aspects of electronic trade, settlement, transfer, delivery and payment procedures. Chris has also developed an expertise in Securities backed lending, Mortgages and all of the firm's Credit capabilities. After a stint at Prudential Securities, Chris came to UBS in 2004. He lives with his wife Jamie, and two sons in Bayville, NJ. Chris holds both series 7 and 63 licenses.

                                        299 Park Avenue
                                        New York, NY 10171

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