Delivering impactful solutions

Private Wealth Management

At CGF Wealth Management, we are well versed in working with successful individuals and families. Whether you are a C-suite executive, corporate lawyer or multigenerational family, our team of seasoned financial advisors can help advise and guide you on a wide range of financial priorities—from portfolio management, to banking and lending, to legacy planning.

Many of our clients, while successful and knowledgeable, don’t have the time or expertise to effectively manage their wealth. This is where we can step in, employing a collaborative approach to bring you highly customized and comprehensive wealth solutions. You can count on us to take the time to understand your circumstances and your personal and professional goals. Only then do we work with you to develop a plan for your financial life that aligns with what’s most important to you. And because we understand that life brings unexpected changes and opportunities, your financial plan is designed to evolve over time, along with your goals and priorities.

Start the conversation

Meeting Your Unique Needs

Comprehensive investment management

Our team, collectively, has a wealth of investment management experience. As a sign of the trust that our clients place in us, a large percentage of them give us full discretion to manage their investments. We draw on UBS’s extensive resources and thought leadership to bring you innovative investment recommendations, and selectively employ third-party managers—all with the goal of finding the right combination of investments for your unique needs and circumstances. We also assist with your banking, liquidity and lending needs to help ensure that all aspects of your financial life work together as part of a holistic and comprehensive plan.

Optimizing your legacy

Our team has decades of experience assisting multigenerational families with their often complex needs. We work with you to see that all necessary documentation is in place, coordinating closely with your lawyers and accountants to ensure that the resulting family legacy and estate plan are thoughtfully constructed. In doing so, we take into account the priorities and wishes of both the current—and the next—generation.

Spearheading a plan for your future

We understand that advanced planning is an integral part of a well thought-out financial road map. We can guide you through the process, working with you to craft a plan that aligns with your needs and challenges while allowing you to take advantage of unexpected opportunities and life changes. We maintain an extensive network of trusted contacts, including attorneys and accountants, who can help round out your existing team. As part of the planning process, we can also draw on our team’s insurance and retirement planning experience, as well as the highly specialized resources of UBS’s Advanced Planning Group—all with the goal of growing and preserving what you have worked hard to achieve.

A collaborative approach

We aim to develop collaborative relationships with our clients, many of whom have, over time, gained a level of comfort with us that is rooted in trust and transparency. Our team is accustomed to working with highly successful executives and individuals. We pride ourselves on being responsive to your needs and thinking ahead to anticipate opportunities and challenges before they arise.

Frank Coiro, CIMA®

Senior Vice President–Wealth Management

Certified Investment Management Analyst®
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
“Our clients depend on us to manage their portfolios and assets, and we are happy to take on that burden for them.” –Frank Coiro

ABOUT

As a lead advisor on the CGF Wealth Management team, Frank brings decades of experience in managing money for his busy, successful clients—who often lack the time, inclination or expertise to thoughtfully manage their assets. For these C-suite executives, corporate lawyers and multigenerational families, Frank and his team are prepared on take on all aspects of their financial lives, acting as de facto external chief financial officers for their clients’ investment portfolios and personal assets. Frank and his entire team pride themselves on being hardworking, trustworthy and knowledgeable.

Frank acts as the team’s lead for overall strategic planning and draws on his 30 years of experience analyzing money managers to recommend customized solutions and strategies to CGF Wealth Management’s clients. Prior to joining UBS, Frank held senior positions at Morgan Stanley and CIBC Oppenheimer.

EDUCATION AND DESIGNATIONS

-          B.B.A., economics, Pace University

-          Certified Investment Management Analyst (CIMA®), Wharton Business School, University of Pennsylvania

-          UBS Institutional Consultant, Endowments & Foundations Consultant, Retirement Plan Consultant

-          Series 7, 31, 63 and 65 securities licenses

-          Life, health, variable annuities and long-term care insurance licenses

LIFE

-          Frank enjoys playing golf and is an active member of the Manhattan Woods Golf Club.

-          He lives in Manhattan’s Upper East Side with his wife, Carolyn and their son, Frank Jr.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Pace University, Bachelor of Business Administration in Economics
- Certified Investment Management Analyst®
- Institutional Consultant, UBS Institutional Consulting Program
299 Park Avenue
New York, NY 10017

frank.j.coiro@ubs.com

Frank Coiro, CIMA®

299 Park Avenue,New York,NY,10017
Lawrence Glickstein

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Larry is the co-founding partner of CGF Wealth Management. He has over 25 years of experience in the financial services industry and began his career in public accounting at Clarfeld and Co. LLP, in the Personal Financial Planning group. He transitioned into wealth management with Legg Mason in 1994, followed by 15 years with Morgan Stanley before joining UBS. His experience and knowledge are instrumental to the team’s core strategy and overall practice. In addition, he focuses on equity and fixed income investments that complement a comprehensive approach to help meet his client’s financial objectives.

Larry earned his Bachelor of Science in accounting from Pennsylvania State University. He resides in Scotch Plains, NJ, with his wife, Stacey, and their three children, Danielle, Brandon and Alyssa. He is an avid tennis player and virtually impossible to stump in sports trivia.

Licenses: NASD 7, 31, 63 & 65 securities licensed, Life, Health, Variable Annuities & Long Term Care Insurance Licensed
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Pennsylvania State University, Bachelor of Science in Accounting
299 Park Avenue
New York, NY 10017

lawrence.a.glickstein@ubs.com

Lawrence Glickstein

299 Park Avenue,New York,NY,10017
Brian Frey

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
“The level of responsibility clients place in me inspires me to work day and night to ensure that we exceed their expectations.” –Brian D. Frey

ABOUT

Brian, as part of CGF Wealth Management, puts his background in financial planning, insurance and risk management to good use helping advise the team’s clients, who include C-suite executives, legal professionals and wealthy families. CGF Wealth Management’s vision is to be an elite team for busy, successful individuals and families who don’t have the time, inclination or expertise to effectively manage their assets. On behalf of the team, Brian takes the lead in business development and ensures that all clients have access to a full array of capabilities including portfolio management, risk management and insurance planning, tailored banking and lending solutions, and multigenerational planning.

Brian prides himself on delivering a white glove experience to the team’s clientele and takes seriously the level of responsibility entrusted in him with every client relationship. He is proud to be part of team that brings a diverse set of expertise and experience to each challenge and opportunity—all with the goal of providing clients solutions for the entirety of their private wealth planning and management needs.

EDUCATION AND DESIGNATIONS

-          B.S., marketing, York College of Pennsylvania

-          Series 6,7,31,63 and 66 securities licenses

-          Life, accident and health insurance licenses, as well as variable annuities and long-term care licenses

LIFE

-          Brian has been married for five years to his wife Amy. They have two children, Addison and Ethan.

-          In his spare time, he is an avid tennis player and golfer who also enjoys winter sports.

-          Brian and his family live in Wyckoff, NJ, where they are active members at the Preakness Hills Country Club as well as Temple Beth Rishon.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- York College of Pennsylvania, Bachelor of Science in Marketing
299 Park Avenue
New York, NY 10017

brian.frey@ubs.com

Brian Frey

299 Park Avenue,New York,NY,10017
Benjamin Furman

Senior Wealth Strategy Associate
View bio
- AZ
- CT
- DC
- FL
- MA
- MD
- NJ
- NY
- RI
- UT
- VA
- WA
“We take the time to truly get to know our clients—understanding their personality, concerns and financial picture. This allows us to provide the best possible service and investment advice.” – Ben Furman

ABOUT

Benjamin (Ben) has worked at UBS for over a decade, starting as an intern, while still at college getting his finance degree. Along the way, he gained invaluable experience both in operations and as part of a number of private wealth management teams. He joined the CGF team in 2019, where he serves as a main point of contact for trading, administrative and operational issues. More specifically, he assists with many facets of the investment process, including investment analysis and suitability, manager search and selection, portfolio reviews and performance reporting.

Ben particularly enjoys working closely with clients to help manage their portfolios, problem solve financial questions and assist with their financial planning, all with the goal of freeing them up to focus on what’s most important to them.

RECOGNITION

-          UBS Private Wealth Banking Award, 2014, 2018

EDUCATION AND DESIGNATIONS

-          B.B.A., finance, Iona College Hagan School of Business, New Rochelle, New York

-          Series 7 and 66 securities licenses

LIFE

-          Ben lives in Middletown, NJ with his wife and two children.
- Iona College, Bachelor of Business Administration in Finance
299 Park Avenue
New York, NY 10017

benjamin.furman@ubs.com

Benjamin Furman

299 Park Avenue,New York,NY,10017
Jake Given, CPA

Registered Client Associate
View bio
- AZ
- CT
- DC
- FL
- MA
- MD
- NJ
- NY
- RI
- UT
- VA
- WA
ABOUT

Jake joins our team as a Registered Client Associate, bringing a strong technical foundation in finance and accounting along with a genuine passion for client service and wealth management. Prior to UBS, Jake was a Senior Consultant at Ernst & Young in their financial services practice where he advised hedge funds, investment managers, and large financial institutions. Jake holds a bachelor's degree in Finance and Accounting from the University of Maryland, Robert H. Smith school of business and is an active Certified Public Accountant (CPA) in the state of New York. Outside of work Jake enjoys playing pickleball, traveling, and spending time with friends and family.

EDUCATION & DESIGNATIONS

- B.S., Finance, University of Maryland, Robert H. Smith School of Business

- B.S., Accounting, University of Maryland, Robert H. Smith School of Business

- Series 66

- Series 7

- Securities Industry Essentials (SIE)
- University of Maryland, Robert H. Smith School of Business, Finance
- University of Maryland, Robert H. Smith School of Business, Accounting
299 Park Avenue
New York, NY 10017

jake.given@ubs.com

Jake Given, CPA

299 Park Avenue,New York,NY,10017
Samantha Mosquera

Client Associate
View bio
- FL
“I am passionate about the financial well-being of our clients and working to help them attain their financial goals.” – Sam Mosquera

ABOUT

Samantha (Sam) has been part of the CGF team for nearly 23 years. After a hiatus to focus on her family, she returned to the team on a part-time basis, bringing her invaluable insight and experience to her current role consulting client service associate. Acting as a critical point of contact for clients and their other advisors, including attorneys, accountants and family office directors, Sam aims to simplify and streamline each client’s financial life, allowing them to focus on what’s important to them.

As part of a team that prides itself on providing boutique investment advice and white-glove service, Sam is dedicated to ensuring that each client benefits from the individualized care and attention that are hallmarks of the team’s approach.

EDUCATION AND DESIGNATIONS

-          B.A., economics, with a minor in computer applications, New York University, NY

-          M.S.Ed, education, with a concentration in English, CUNY (City University of New York)

LIFE

-          Sam and her husband John are proud parents of a young daughter, Madeline.

-          Sam is active in her local Staten Island neighborhood of Richmondtown, serving on the board of the town’s civic association, and is particularly focused on community outreach and environmental awareness, with special attention given to preserving wetlands and preventing over-development.
299 Park Avenue
New York, NY 10017

samantha.mosquera@ubs.com

Samantha Mosquera

299 Park Avenue,New York,NY,10017

Frank Coiro Jr

Client Associate
View bio
Frank joins our team as a Client Associate, bringing a passion for client service and a commitment to excellence in wealth management. With a background in Economics and a great understanding of investment strategies, Frank is dedicated to building strong relationships and providing tailored solutions for our clients. Frank holds a Bachelor’s in Economics from Wagner College and is excited to support our clients on their financial journeys. Outside of work, Frank loves playing golf, traveling, and spending time with his family.
- Wagner College, Bachelor of Economics
299 Park Avenue
New York, NY 10017

francis.coiro@ubs.com

Frank Coiro Jr

299 Park Avenue,New York,NY,10017

Michael Ury

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Michael joined UBS Bank USA in 2017 and he is currently a Senior Wealth Management Banker covering the Manhattan Private Wealth Management Market.

Michael has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Michael began his career in financial services in 1998. Prior to joining UBS, He has had successful prior careers with The Private Bank at Wells Fargo, Morgan Stanley Private Bank and Merrill Lynch. His various roles included Private Banker, Regional Manager and Head of Business Development. Michael has spent the bulk of his career partnering with Financial Advisors and their high-net-worth clients to provide lending solutions.

Education and personal information

In Michael’s role as a Senior Wealth Management Banker his NMLS # is 398130. He holds his Series 7, 24, 56 and 66 securities licenses. He also holds an MBA from Fairleigh Dickinson University in Corporate Finance in Teaneck, NJ.

Outside of the office, he enjoys coaching his kids' sports teams and skiing.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

Frank Coiro, CIMA®

Senior Vice President–Wealth Management

Certified Investment Management Analyst®
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
“Our clients depend on us to manage their portfolios and assets, and we are happy to take on that burden for them.” –Frank Coiro

ABOUT

As a lead advisor on the CGF Wealth Management team, Frank brings decades of experience in managing money for his busy, successful clients—who often lack the time, inclination or expertise to thoughtfully manage their assets. For these C-suite executives, corporate lawyers and multigenerational families, Frank and his team are prepared on take on all aspects of their financial lives, acting as de facto external chief financial officers for their clients’ investment portfolios and personal assets. Frank and his entire team pride themselves on being hardworking, trustworthy and knowledgeable.

Frank acts as the team’s lead for overall strategic planning and draws on his 30 years of experience analyzing money managers to recommend customized solutions and strategies to CGF Wealth Management’s clients. Prior to joining UBS, Frank held senior positions at Morgan Stanley and CIBC Oppenheimer.

EDUCATION AND DESIGNATIONS

-          B.B.A., economics, Pace University

-          Certified Investment Management Analyst (CIMA®), Wharton Business School, University of Pennsylvania

-          UBS Institutional Consultant, Endowments & Foundations Consultant, Retirement Plan Consultant

-          Series 7, 31, 63 and 65 securities licenses

-          Life, health, variable annuities and long-term care insurance licenses

LIFE

-          Frank enjoys playing golf and is an active member of the Manhattan Woods Golf Club.

-          He lives in Manhattan’s Upper East Side with his wife, Carolyn and their son, Frank Jr.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Pace University, Bachelor of Business Administration in Economics
- Certified Investment Management Analyst®
- Institutional Consultant, UBS Institutional Consulting Program
299 Park Avenue
New York, NY 10017

frank.j.coiro@ubs.com

Frank Coiro, CIMA®

299 Park Avenue,New York,NY,10017
Lawrence Glickstein

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Larry is the co-founding partner of CGF Wealth Management. He has over 25 years of experience in the financial services industry and began his career in public accounting at Clarfeld and Co. LLP, in the Personal Financial Planning group. He transitioned into wealth management with Legg Mason in 1994, followed by 15 years with Morgan Stanley before joining UBS. His experience and knowledge are instrumental to the team’s core strategy and overall practice. In addition, he focuses on equity and fixed income investments that complement a comprehensive approach to help meet his client’s financial objectives.

Larry earned his Bachelor of Science in accounting from Pennsylvania State University. He resides in Scotch Plains, NJ, with his wife, Stacey, and their three children, Danielle, Brandon and Alyssa. He is an avid tennis player and virtually impossible to stump in sports trivia.

Licenses: NASD 7, 31, 63 & 65 securities licensed, Life, Health, Variable Annuities & Long Term Care Insurance Licensed
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Pennsylvania State University, Bachelor of Science in Accounting
299 Park Avenue
New York, NY 10017

lawrence.a.glickstein@ubs.com

Lawrence Glickstein

299 Park Avenue,New York,NY,10017
Brian Frey

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
“The level of responsibility clients place in me inspires me to work day and night to ensure that we exceed their expectations.” –Brian D. Frey

ABOUT

Brian, as part of CGF Wealth Management, puts his background in financial planning, insurance and risk management to good use helping advise the team’s clients, who include C-suite executives, legal professionals and wealthy families. CGF Wealth Management’s vision is to be an elite team for busy, successful individuals and families who don’t have the time, inclination or expertise to effectively manage their assets. On behalf of the team, Brian takes the lead in business development and ensures that all clients have access to a full array of capabilities including portfolio management, risk management and insurance planning, tailored banking and lending solutions, and multigenerational planning.

Brian prides himself on delivering a white glove experience to the team’s clientele and takes seriously the level of responsibility entrusted in him with every client relationship. He is proud to be part of team that brings a diverse set of expertise and experience to each challenge and opportunity—all with the goal of providing clients solutions for the entirety of their private wealth planning and management needs.

EDUCATION AND DESIGNATIONS

-          B.S., marketing, York College of Pennsylvania

-          Series 6,7,31,63 and 66 securities licenses

-          Life, accident and health insurance licenses, as well as variable annuities and long-term care licenses

LIFE

-          Brian has been married for five years to his wife Amy. They have two children, Addison and Ethan.

-          In his spare time, he is an avid tennis player and golfer who also enjoys winter sports.

-          Brian and his family live in Wyckoff, NJ, where they are active members at the Preakness Hills Country Club as well as Temple Beth Rishon.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- York College of Pennsylvania, Bachelor of Science in Marketing
299 Park Avenue
New York, NY 10017

brian.frey@ubs.com

Brian Frey

299 Park Avenue,New York,NY,10017
Benjamin Furman

Senior Wealth Strategy Associate
View bio
- AZ
- CT
- DC
- FL
- MA
- MD
- NJ
- NY
- RI
- UT
- VA
- WA
“We take the time to truly get to know our clients—understanding their personality, concerns and financial picture. This allows us to provide the best possible service and investment advice.” – Ben Furman

ABOUT

Benjamin (Ben) has worked at UBS for over a decade, starting as an intern, while still at college getting his finance degree. Along the way, he gained invaluable experience both in operations and as part of a number of private wealth management teams. He joined the CGF team in 2019, where he serves as a main point of contact for trading, administrative and operational issues. More specifically, he assists with many facets of the investment process, including investment analysis and suitability, manager search and selection, portfolio reviews and performance reporting.

Ben particularly enjoys working closely with clients to help manage their portfolios, problem solve financial questions and assist with their financial planning, all with the goal of freeing them up to focus on what’s most important to them.

RECOGNITION

-          UBS Private Wealth Banking Award, 2014, 2018

EDUCATION AND DESIGNATIONS

-          B.B.A., finance, Iona College Hagan School of Business, New Rochelle, New York

-          Series 7 and 66 securities licenses

LIFE

-          Ben lives in Middletown, NJ with his wife and two children.
- Iona College, Bachelor of Business Administration in Finance
299 Park Avenue
New York, NY 10017

benjamin.furman@ubs.com

Benjamin Furman

299 Park Avenue,New York,NY,10017
Jake Given, CPA

Registered Client Associate
View bio
- AZ
- CT
- DC
- FL
- MA
- MD
- NJ
- NY
- RI
- UT
- VA
- WA
ABOUT

Jake joins our team as a Registered Client Associate, bringing a strong technical foundation in finance and accounting along with a genuine passion for client service and wealth management. Prior to UBS, Jake was a Senior Consultant at Ernst & Young in their financial services practice where he advised hedge funds, investment managers, and large financial institutions. Jake holds a bachelor's degree in Finance and Accounting from the University of Maryland, Robert H. Smith school of business and is an active Certified Public Accountant (CPA) in the state of New York. Outside of work Jake enjoys playing pickleball, traveling, and spending time with friends and family.

EDUCATION & DESIGNATIONS

- B.S., Finance, University of Maryland, Robert H. Smith School of Business

- B.S., Accounting, University of Maryland, Robert H. Smith School of Business

- Series 66

- Series 7

- Securities Industry Essentials (SIE)
- University of Maryland, Robert H. Smith School of Business, Finance
- University of Maryland, Robert H. Smith School of Business, Accounting
299 Park Avenue
New York, NY 10017

jake.given@ubs.com

Jake Given, CPA

299 Park Avenue,New York,NY,10017
Samantha Mosquera

Client Associate
View bio
- FL
“I am passionate about the financial well-being of our clients and working to help them attain their financial goals.” – Sam Mosquera

ABOUT

Samantha (Sam) has been part of the CGF team for nearly 23 years. After a hiatus to focus on her family, she returned to the team on a part-time basis, bringing her invaluable insight and experience to her current role consulting client service associate. Acting as a critical point of contact for clients and their other advisors, including attorneys, accountants and family office directors, Sam aims to simplify and streamline each client’s financial life, allowing them to focus on what’s important to them.

As part of a team that prides itself on providing boutique investment advice and white-glove service, Sam is dedicated to ensuring that each client benefits from the individualized care and attention that are hallmarks of the team’s approach.

EDUCATION AND DESIGNATIONS

-          B.A., economics, with a minor in computer applications, New York University, NY

-          M.S.Ed, education, with a concentration in English, CUNY (City University of New York)

LIFE

-          Sam and her husband John are proud parents of a young daughter, Madeline.

-          Sam is active in her local Staten Island neighborhood of Richmondtown, serving on the board of the town’s civic association, and is particularly focused on community outreach and environmental awareness, with special attention given to preserving wetlands and preventing over-development.
299 Park Avenue
New York, NY 10017

samantha.mosquera@ubs.com

Samantha Mosquera

299 Park Avenue,New York,NY,10017
Frank Coiro Jr

Client Associate
View bio
Frank joins our team as a Client Associate, bringing a passion for client service and a commitment to excellence in wealth management. With a background in Economics and a great understanding of investment strategies, Frank is dedicated to building strong relationships and providing tailored solutions for our clients. Frank holds a Bachelor’s in Economics from Wagner College and is excited to support our clients on their financial journeys. Outside of work, Frank loves playing golf, traveling, and spending time with his family.
- Wagner College, Bachelor of Economics
299 Park Avenue
New York, NY 10017

francis.coiro@ubs.com

Frank Coiro Jr

299 Park Avenue,New York,NY,10017

Michael Ury

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Michael joined UBS Bank USA in 2017 and he is currently a Senior Wealth Management Banker covering the Manhattan Private Wealth Management Market.

Michael has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Michael began his career in financial services in 1998. Prior to joining UBS, He has had successful prior careers with The Private Bank at Wells Fargo, Morgan Stanley Private Bank and Merrill Lynch. His various roles included Private Banker, Regional Manager and Head of Business Development. Michael has spent the bulk of his career partnering with Financial Advisors and their high-net-worth clients to provide lending solutions.

Education and personal information

In Michael’s role as a Senior Wealth Management Banker his NMLS # is 398130. He holds his Series 7, 24, 56 and 66 securities licenses. He also holds an MBA from Fairleigh Dickinson University in Corporate Finance in Teaneck, NJ.

Outside of the office, he enjoys coaching his kids' sports teams and skiing.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

The proof is in our numbers

1.3 billion

Assets under management

Approx.390

Client relationships

Over 100

Collective years of experience

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Delivering impactful solutions

Private Wealth Management

Meeting Your Unique Needs

Comprehensive investment management

Optimizing your legacy

Spearheading a plan for your future

A collaborative approach

Frank Coiro, CIMA®

Lawrence Glickstein

Brian Frey

Benjamin Furman

Jake Given, CPA

Samantha Mosquera

Frank Coiro Jr

Michael Ury