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
First 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
Mike has managed the financial affairs of high net worth individuals for over 30 years. He has a unique background in both financial planning and the banking industry as a private banker, commercial banker and real estate lender.
With this experience, Mike not only works closely in structuring a client's balance sheet, he has forged strong, long lasting multi-generational relationships with our clients' extended family, attorneys and accountants. His primary clients include medical professionals, their practices, entrepreneurs and real estate professionals.
Mike received his undergraduate degree in Finance and an MBA from Iona College in New Rochelle, New York.
Presently, Mike is serving his third term as a trustee on the Lakeland Central School District Board of Education where he sits on the Audit and Capital Improvement Committees. He's also an honorary board member and founder of the Danny Fund for Seriously Ill Children and the former Director of the Shrub Oak Athletic Club Girls’ basketball program. Mike and his wife Christine reside in Yorktown Heights, NY and have three daughters.
Series 7, 66 Registered
Life, Accident and Health Insurance Licensed
NYS Partnership for Long Term Care 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
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
Ryan has been in the Financial Services industry for over 18 years, beginning his career at UBS in 2005, later joining Merrill Lynch Wealth Management and then Morgan Stanley as a Financial Advisor. He has earned the designation of Chartered Retirement Planning Counselor (CRPC®). Ryan was named to Forbes “Best-in-State Wealth Advisors” in 2019. Ryan earned his B.A. in Management from Iona University. Outside of the workplace, Ryan is an avid golfer, chess player and enjoys traveling and spending time with family, especially his young children.
Senior Wealth Strategy Associate
Barbara Hetzer joins UBS after 42 years in the Financial Services industry. Barbara began her career with Merrill Lynch Wealth Management later working with E.F. Hutton, Lehman Brothers, Smith Barney/Merrill Lynch and most recently as Senior Vice President at Morgan Stanley. Barbara graduated with a Bachelor of Business Administration Marketing/Finance from Iona University. Barbara splits her time between Connecticut and Palm Beach Gardens, Florida, and enjoys her many hobbies as well as time spent with her grandchildren.
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.
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.
Authorized Officer
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.