Experience

Art began his career in the financial services industry in 1986. Art is passionate about helping high-net-worth families pursue their wealth management goals, whether these are professional, personal or a combination of both. Committed to collaboration, with the client’s permission, Art can work closely with each client’s attorney, accountant and other advisors to help him offer financial advice and guidance that complements their overall situation and short and long-term goals. Art is dedicated to providing a high level of client service and achieving a high level of client satisfaction.

From 1972–1975 Art served in the US Army Corps of Engineers. Art supports various charities to include The American Cancer Society and The Society For The Prevention Of Teen Suicide. In his spare time, Art enjoys golfing, fishing and traveling. He currently resides with his wife Rose in Colts Neck, New Jersey and Palm Beach Gardens, Florida. Art and Rose have two grown children and one grandchild.

Stefen Benincasa, First Vice President and Financial Advisor, begin his investment career in 1994 after earning his Bachelor’s degree in Finance and Economics from York College of Pennsylvania. His primary responsibilities include developing customized investment strategies, retirement planning, and coordinating with accountants, estate planning attorneys, and other professionals who also serve our clientele.

Stefen holds his Charted Retirement Planning Counselor (CRPC®) designation, earn through the College of Financial Planning, and the Certified Plan Fiduciary Advisor (CPFA®) designation.

For over 30 years, he has catered to high-net-worth families and business owners. With a strong foundation in goal-oriented planning and asset management, Stefen serves as a trusted resource to all clients. His customize client tailored process of organizing the complex financial decisions of clients serves as a strong foundation from which a long-term relationship is built.

Stefen is a member of the Freemasons, and enjoys travel throughout the Caribbean, astronomy, and photography. Stefen resides with his wife Brittney and their three children in Freehold, New Jersey.

Angela joined UBS Financial Services in 2023. She brings seven years of experience in the financial services industry to her role at UBS. Angela strives to exceed clients’ expectations and provide the highest level of service, anticipating clients’ needs and addressing every request resourcefully and efficiently. She is a point of contact for the team’s client relationship management services. Her responsibilities include client account maintenance, transfers, and onboarding processes, all while working alongside the team to ensure client satisfaction throughout every step of the wealth management process.

While she achieved a degree in creative writing, Angela charted a unique path by transitioning into a career dedicated to assisting the financial needs of others. Her time at Wells Fargo, where she began her career, allowed her to develop a deep expertise in banking, particularly in working with high-net-worth clients alongside financial advisors.

Angela enjoys spending time with her family, exploring nature through staying active outdoors, and discovering new culinary experiences.