Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Glenn is a Certified Financial PlannerTM professional. He has over 30 years of experience with major financial institutions. Glenn has held senior positions as Senior Vice President at Citigroup, Wachovia and Morgan Stanley, Smith Barney. He graduated from Iona College in New Rochelle, New York with a bachelor of business administration. He holds a masters degree in business, finance and marketing from Pace University in White Plains, New York.
Glenn works with a diversified clientele of high net worth individuals, professional athletes, medical professionals, entrepreneurs, business executives etc., bringing investment strategies for the many life scenarios they face including retirement, education, philanthropy and transfer of wealth.
Presently, Glenn is and Emeritus Board Member for Arts Westchester, White Plains N.Y. He is married to Mary Ellen and has three children. He enjoys playing golf, skiing and travelling.
Series 7, 66, 31 Registered
Life, Accident and Health Insurance Licensed
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
Education
Credentials
Vice President–Wealth Management
Financial Advisor
Marisa is a Certified Financial Planner™ professional.
She began working at UBS Wealth Management in 2015, working in the home office located in Weehawken, NJ.
Marisa joined the UBS White Plains office in 2017 as a Wealth Planning Associate, working with clients of all Financial Advisors in the branch. There she provided guidance in a number of areas including estate planning, retirement planning, cash flow analysis, charitable giving, and wealth transfer.
After completion of the Wealth Planning Associate Program, Marisa joined the Bianco-Daly team, now The Centennial Wealth Management Group.
She is a graduate of Siena College in Loudonville, New York with a Bachelor of Science in Business majoring in Finance.
Marisa works primarily with high net worth individuals, medical professionals, entrepreneurs, business executives etc., guiding them towards educated financial decisions to help accomplish their goals.
Series 7, 66 Registered
Life, Accident and Health Insurance Licensed
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
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
Marc has been in the investment management field managing portfolios for high-net-worth clients and non-profit organizations since 2004. He joined the team in 2012.
Marc's role as Portfolio Manager includes customizing client portfolios to match objectives and risk tolerance, a comprehensive process of investment manager selection and monitoring investment results.
Marc graduated from Sawyer School of Management at Suffolk University in Boston, MA with a BS in Finance.
He lives in Ridgefield, CT with his wife and three children.
Series 7, 66 Registered
Life, Accident and Health Insurance Licensed
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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
Education
Senior Vice President–Wealth Management
Financial Advisor
Since 1983, George has helped clients manage their wealth through four recessions, one pandemic and numerous market corrections. Prior to becoming a Financial Advisor, George owned and operated a small business providing him insight into the needs and challenges of business owner clients. In addition to business owners, his clients include business executives and other professionals, both active and retired.
George holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®) designations.
George graduated from Franklin and Marshall College, where he was elected to membership in Phi Beta Kappa.
George is active in the community, volunteering with the White Plains Youth Bureau to help children develop the necessary skills to succeed in life.
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
Harvey has provided financial advice to clients since 1986. Prior to that he practiced law as a partner in a New York City law firm for 15 years. He received his Bachelor of Arts from NYU College of Arts and Science in 1966 and his Juris Doctor from Brooklyn Law School in 1970.
Harvey works with high and ultra-high net worth individuals, including attorneys, medical and dental professionals as well as entrepreneurs. He provides financial guidance and planning services to his clients and seeks to recommend investments consistent with their objectives and comfort level.
Harvey enjoys golfing and taking trips to Florida with his family. He has been married for 52 years and has 2 children and 5 grandchildren.
Series 3, 7, 63 registered
Life Accident and Health Insurance licensed
Education
Client Associate
Joseph graduated from Pennsylvania State University with a B.S. in Finance.
He has begun his career at UBS with the Centennial Wealth Management Group in June 2021 as a client service associate. In this role he assists clients as well as the financial advisors with all operational and service needs.
Joseph enjoys fishing and golfing and following his favorite sports teams.
Senior Client Associate
Veronica has over 25 years' experience as a client service associate in the financial services industry. She has worked with her teams in Smith Barney, Morgan Stanley and UBS.
She has been working with Harvey Wasserman at UBS since 2010 after moving from Morgan Stanley and recently joined the Centennial Wealth Management Group.
Throughout her career Veronica has taken pride in providing high quality, operational and administrative support to ensure a professional and positive client experience.
In her spare time Veronica enjoys spending time with her family. She has been married for 20 years and has 3 children.
Veronica currently holds the Series 7 and 66 securities licenses.
Senior Wealth Strategy Associate
Deirdre graduated from SUNY Albany with a B.S. in Actuarial Mathematics.
She began her career with UBS in August 2019 where she held the title of Branch Service Associate. In this role she assisted management and the Financial Advisors with all operational and technical needs.
She joined the Centennial Wealth Management Group in January of 2021 as a Client Service Associate.
Deirdre enjoys traveling and spending time with her family in her spare time.
Deirdre currently holds the Series 7 and 66 securities licenses.
Senior Client Associate
Henriette has over thirty seven years of experience in the financial industry with major financial institutions. The first ten years of Henriette’s career experience includes retail equity trading, insurance sales, and business and corporate client account services. For over 25 years as a Registered Client Service Associate she provides customized personal service for individuals and their families and businesses.
Henriette holds a M.S. in Management Communications from Manhattanville College in Purchase, NY and a B.A. in Communications / Marketing from SUNY Albany in Albany, NY
Henriette holds the Series 7, Series 63 and NY Insurance licenses.