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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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

    Christopher Conroy

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • FL
    • MD
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • 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
      1251 Avenue of Americas
      2nd Floor
      New York, NY 10020
    • Daniel Franco

      Daniel Franco

      Senior Client Associate

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      • CA
      • CO
      • CT
      • FL
      • MN
      • NC
      • NJ
      • NY
      • PA
      • UT
      • VA
      • VT

      Daniel Franco, CRPC®  Senior Registered Client Service Associate

      Daniel focuses on retirement planning and portfolio construction and also assists with client service, administration, marketing and business development.

      He joined UBS in 2014 and maintains his Series 7, 66, and insurance licenses. He graduated from Monmouth University with a B.A. in finance. Daniel also earned the degree of Charted Retirement Planning Counselor from the College of Financial Planning in 2016. He actively contributes time to Habitat for Humanity and other local charities.

      His personal interests include golf, snowboarding, traveling, seeing live music in the city, and spending time with his family.

       

        • Monmouth University, B.A. in Finance
        • Chartered Retirement Planning Counselor℠
        1251 Avenue of Americas
        2nd Floor
        New York, NY 10020

      What did the Fed say?

      Retirement planning

      Retirement planning

      Multigenerational planning

      Multigenerational planning

      Legacy—Wealth for others

      For needs that go beyond your own—to help you improve the lives of others

      What will your legacy be?
      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

      Learn more at ubs.com/wealthway.

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      As of 06/30/2022

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