Delivering impactful solutions

Private Wealth Management 

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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.

Meeting Your Unique Needs

Comprehensive investment management

Optimizing your legacy

Spearheading a plan for your future

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 Profile Photo

    Frank Coiro, CIMA®

    Senior Vice President–Wealth Management

    Certified Investment Management Analyst®

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    • 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, 2024The 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 Profile Photo

    Lawrence Glickstein

    Senior Vice President–Wealth Management

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    • 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 Profile Photo

      Brian Frey

      Senior Vice President–Wealth Management

      Financial Advisor

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      • 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 Profile Photo

        Benjamin Furman

        Senior Wealth Strategy Associate

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        • AZ
        • CT
        • DC
        • FL
        • MA
        • 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
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            Samantha Mosquera

            Client Associate

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            • 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
                • Jake Given

                  Jake Given

                  Client Associate

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                    ABOUT

                    Jake joins our team as a 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. During his time at EY, Jake successfully passed all four parts of the Certified Public Accounting exam in the state of New York. Jake holds a bachelor's degree in Finance and Accounting from the University of Maryland, Robert H. Smith school of business. 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 

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

                        Client Associate

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                          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

                              Michael Ury

                              NMLS #947868

                              Senior Wealth Management Banker, UBS Bank USA

                              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


                            UBS Year Ahead 2025

                            Roaring 20s: The next stage

                            Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                            A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

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