Insight-based advice

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Christopher Conroy

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- DC
- FL
- MA
- MD
- MO
- NC
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WI
With over 30 years of broad based investment management experience at premier financial institutions, Chris is a Senior Vice President of Wealth Management Senior Portfolio Manager, Portfolio Management Program and has been with UBS for the past thirteen years, where he concentrates his efforts on providing comprehensive financial planning services to affluent families, business owners, and corporate executives.

Using proprietary analysis, historical data, and UBS's objective research he creates customized investment programs that are designed to meet or exceed client expectations and long term goals. His interest and orientation emphasizes a conservative approach focused on preservation of capital and consistent returns.

Prior to UBS, Chris was a Senior Vice President and Financial Advisor at Credit Suisse/Donaldson Lufkin and Jenrette for nine years. He focused on entrepreneurs, families and mid-size corporations. Before joining DLJ, Chris spent eight years at Smith Barney and predecessor companies. Chris has his MBA in finance from Fordham University and a bachelor's degree from Saint Francis University of Pennsylvania.

Outside of the office Chris lives with his wife Maureen and two children in Madison New Jersey. Chris is committed to local charitable causes including the YMCA, Covenant House, and the Madison Athletic Foundation. In his free time he enjoys skiing, golf, and paddle tennis.
- Fordham University, MBA in Finance
- Saint Francis University of Pennsylvania, Bachelor's Degree
- Senior Portfolio Manager
500 Campus Drive
Florham Park, NJ 07932

christopher.conroy@ubs.com

Christopher Conroy

500 Campus Drive,Florham Park,NJ,07932
Thomas Musso

Client Associate
View bio
Thomas Musso supports the team with client service, operational support, and investment-related assistance. He holds the Series 7 and SIE licenses and brings a strong academic foundation in economics and finance to his role.

Thomas earned his Bachelor's degree in Economics with a specialization in Finance from Dominican University and CUNY – The College of Staten Island. His education and experience allow him to contribute meaningfully to the team’s efforts in delivering a high level of service and support to clients.

Before joining UBS, Thomas gained valuable experience at JPMorgan Chase, where he excelled in banking transactions and client satisfaction, and at Prime Pensions, where he focused on retirement plan administration. These roles helped him develop a well-rounded understanding of both individual and institutional financial needs.

Outside of work, Thomas enjoys playing golf and staying active through baseball, football, and basketball.
- Dominican University: 2014 - 2015
- CUNY - College of Staten Island, BA in Economics: 2015 - 2018
500 Campus Drive
Florham Park, NJ 07932

thomas.musso@ubs.com

Thomas Musso

500 Campus Drive,Florham Park,NJ,07932

Christopher Conroy

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- CA
- CO
- CT
- DC
- FL
- MA
- MD
- MO
- NC
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WI
With over 30 years of broad based investment management experience at premier financial institutions, Chris is a Senior Vice President of Wealth Management Senior Portfolio Manager, Portfolio Management Program and has been with UBS for the past thirteen years, where he concentrates his efforts on providing comprehensive financial planning services to affluent families, business owners, and corporate executives.

Using proprietary analysis, historical data, and UBS's objective research he creates customized investment programs that are designed to meet or exceed client expectations and long term goals. His interest and orientation emphasizes a conservative approach focused on preservation of capital and consistent returns.

Prior to UBS, Chris was a Senior Vice President and Financial Advisor at Credit Suisse/Donaldson Lufkin and Jenrette for nine years. He focused on entrepreneurs, families and mid-size corporations. Before joining DLJ, Chris spent eight years at Smith Barney and predecessor companies. Chris has his MBA in finance from Fordham University and a bachelor's degree from Saint Francis University of Pennsylvania.

Outside of the office Chris lives with his wife Maureen and two children in Madison New Jersey. Chris is committed to local charitable causes including the YMCA, Covenant House, and the Madison Athletic Foundation. In his free time he enjoys skiing, golf, and paddle tennis.
- Fordham University, MBA in Finance
- Saint Francis University of Pennsylvania, Bachelor's Degree
- Senior Portfolio Manager
500 Campus Drive
Florham Park, NJ 07932

christopher.conroy@ubs.com

Christopher Conroy

500 Campus Drive,Florham Park,NJ,07932
Thomas Musso

Client Associate
View bio
Thomas Musso supports the team with client service, operational support, and investment-related assistance. He holds the Series 7 and SIE licenses and brings a strong academic foundation in economics and finance to his role.

Thomas earned his Bachelor's degree in Economics with a specialization in Finance from Dominican University and CUNY – The College of Staten Island. His education and experience allow him to contribute meaningfully to the team’s efforts in delivering a high level of service and support to clients.

Before joining UBS, Thomas gained valuable experience at JPMorgan Chase, where he excelled in banking transactions and client satisfaction, and at Prime Pensions, where he focused on retirement plan administration. These roles helped him develop a well-rounded understanding of both individual and institutional financial needs.

Outside of work, Thomas enjoys playing golf and staying active through baseball, football, and basketball.
- Dominican University: 2014 - 2015
- CUNY - College of Staten Island, BA in Economics: 2015 - 2018
500 Campus Drive
Florham Park, NJ 07932

thomas.musso@ubs.com

Thomas Musso

500 Campus Drive,Florham Park,NJ,07932