Craig Beresin
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Delivering excellence

One relationship at a time

Craig Beresin

One relationship. All of Private Wealth Management

As a team, we are committed to:

  • Streamlining your finances. We tap the firm’s vast network of experts and solutions to find ways to simplify your financial life and help you make smart, strategic decisions for your wealth.
  • Offering tailored solutions. We focus on bespoke solutions—across the full spectrum of your financial needs—that align precisely with what you want to achieve for yourself, your family and your legacy.
  • Providing you unparalleled access. Working alongside in-house specialists as well as our external network of experts, we can address a wide range of financial issues and provide you access to unique opportunities and private events.
  • Prioritizing safety and peace of mind. At UBS, we have a vast array of resources and tools that focus on cybersecurity and information protection, helping ensure that your assets and information are kept private and secure.

Click here to learn about our strategic partners at Hollenbaugh, Rukeyser, Safro & Williams

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Retired couple

First class business in a first-class way

With deep capital markets expertise, we work with sophisticated clients, including financial professionals, to customize their private wealth needs. Additionally, we partner with designated UBS Family Office Consultants (FOC) and UBS Institutional Consultants (IC) to work with foundations and endowments. Professionalism, communication, transparency and integrity are our core principles.

How we work with you

How we work with you

We act as fiduciaries and seek to align with your interests. Working alongside in-house specialists and our own external networks, we address a range of needs. With investing, our approach is empirical, incorporating quantitative aspects of modern portfolio theory, with qualitative elements of portfolio construction. Each client is different, and every account reflects a customized solution

What we do

What we do

We strive to provide clarity around financial matters by offering comprehensive guidance. Our advice addresses issues such as lifelong wealth planning, philanthropic consulting, exit strategies, concentrated stock management, liquidity planning, divorce, generational transfers, loss of a spouse, and family financial stewardship.

Who we serve

Who we serve

We advise a select group of individuals, foundations and endowments with minimum investible assets of $10 million.

Our clients include entrepreneurs, multi-generational families, real estate principals, hedge fund and private equity managers, private foundations and members of the Forbes 400.

Experience for what matters

We provide sophisticated solutions for the various dimensions of your financial life. As a Private Wealth Management team we provide you with the access and depth of resources to provide you a full range of capabilities to meet each of your needs. Through exceptional service and the utmost confidentiatlity, we also understand the importance of connecting with like-minded peers and relevant influencers, offering exclusive events to deepen knowledge as well as to provide premium networking opportunities related to investments, art, sustainable investing, wildife conservations and sports.

Father and daughter hiking in fields

Navigating opportunities across your enterprise

Family on back porch

Wealth transfer across generations

Couple in an art gallery

Comprehensive planning for significant wealth

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.

Click here to learn about our strategic partners at Hollenbaugh, Rukeyser, Safro & Williams

  • Craig Headshot

    Craig Beresin

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    View bio Industry recognition
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • MA
    • MI
    • NH
    • NJ
    • NY
    • OH
    • OR
    • PA
    • PR
    • TX

    Craig is a Managing Director in UBS’s Private Wealth Management division where he advises large family offices and oversees discretionary portfolios for growth and income.  Craig works closely with his team – Hollenbaugh, Rukeyser, Safro & Williams, that manages over $6B in assets.  Previously, he was cofounder and portfolio manager at Beresin Loshak Asset Management, a global macro hedge fund. Prior to running the fund, Craig covered large family offices and select institutions at Barclays and Lehman Brothers.  Craig graduated with a B.S. in economics from the Wharton School at the University of Pennsylvania in 1990. He earned his M.B.A. from Duke University’s Fuqua School of Business in 1999 where he was awarded the Asa T. Spaulding, Sr. Award for Leadership as well as one of four Distinguished Service Awards given annually.  Craig is the chairman of The Concept Group, an investment forum of fund managers founded in 1966. He is the author of the illustrated children’s books Michael Mickelstick Saves The Day, Michael Mickelstick’s Worst Birthday Ever? and Michael Mickelstick Lends a Hand.  He resides in New York with his wife and two children.

    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award 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.

        299 Park Avenue
        New York, NY 10017
        craig.beresin@ubs.com
        Craig Beresin
        299 Park Avenue,New York,NY,10017

      • David Hollenbaugh

        Managing Director–Wealth Management

        View bio

        David is a Managing Director in UBS’s Private Wealth Management division where he focuses on investment management in the context of tax, trust and estate planning strategies. Prior to joining UBS, David was a managing director at Merrill Lynch and previously worked at J.P. Morgan Trust Company. David graduated summa cum laude with a B.S. in economics from the Wharton School at the University of Pennsylvania. He earned his M.B.A. from Harvard Business School in 1996. David has also earned his Certified Public Accountant (CPA)1 designation. He has been recognized as an industry-leading advisor listed on Barron’s Top 100 Financial Advisors.

        David is an avid runner who has completed several marathons including Boston, New York and Philadelphia, as well as ultra-marathons. He and his wife have four children and reside in Boston.

         

        1 David does not perform the CPA function at UBS.

      • Peter Rukeyser

        Managing Director

        View bio
        Peter is a Managing Director in UBS’s Private Wealth Management division where he advises a select group of ultra-high net worth families, foundations and endowments. Prior to joining UBS, Peter was a managing director in the Private Wealth Management group at Morgan Stanley. Previously, he worked for Prudential Investment Corp in their Leveraged Buyout group. Peter received an M.B.A. in finance from the Wharton School at the University of Pennsylvania in 1995 and an A.B. in economics from Harvard College in 1990. Peter is a founding member of the Rye Fund for Education. He and his wife have two children and reside in Greenwich, CT.

      • Wayne Safro

        Managing Director–Wealth Management

        View bio

        Wayne is a Managing Director in UBS’s Private Wealth Management division. Before joining UBS, Wayne was a managing director at Merrill Lynch and Woodbine, a global macro hedge fund.

        Prior to his career in finance, Wayne’s background was in law, journalism and African wildlife conservation. He has published several award-winning papers—on topics that include environmental economics and political affairs—for research institutions in the US and Africa. Wayne graduated from the University of Texas at Austin and holds a Juris Doctor (J.D.) degree from Northwestern University School of Law.

        Wayne is a member of the Trilateral Commission and the Explorers Club. He and his wife have three children and reside in Palm Beach, FL.

      • Alexander Williams

        Managing Director

        View bio
        Alex is a Managing Director in UBS’s Private Wealth Management division where he advises a select group of ultra-high net worth families, foundations and endowments. Prior to joining UBS, Alex was a managing director in the Private Wealth Management group at Morgan Stanley. Alex competed in the 1988 Olympics in Calgary and was a member of the US Ski Team from 1982 – 1992. He received an M.B.A. in finance from the Wharton School at the University of Pennsylvania in 1995 and a B.A., cum laude, from the University of Rochester in 1992. Alex is the board chairman of the George Eastman House Investment Committee, a US Ski Team Ambassador and supporter of the American Cancer Society and Nature Conservancy. He and his wife have three children and reside in New York.
      • Craig Headshot

        Craig Beresin

        Managing Director–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        View bio Industry recognition
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IL
        • MA
        • MI
        • NH
        • NJ
        • NY
        • OH
        • OR
        • PA
        • PR
        • TX

        Craig is a Managing Director in UBS’s Private Wealth Management division where he advises large family offices and oversees discretionary portfolios for growth and income.  Craig works closely with his team – Hollenbaugh, Rukeyser, Safro & Williams, that manages over $6B in assets.  Previously, he was cofounder and portfolio manager at Beresin Loshak Asset Management, a global macro hedge fund. Prior to running the fund, Craig covered large family offices and select institutions at Barclays and Lehman Brothers.  Craig graduated with a B.S. in economics from the Wharton School at the University of Pennsylvania in 1990. He earned his M.B.A. from Duke University’s Fuqua School of Business in 1999 where he was awarded the Asa T. Spaulding, Sr. Award for Leadership as well as one of four Distinguished Service Awards given annually.  Craig is the chairman of The Concept Group, an investment forum of fund managers founded in 1966. He is the author of the illustrated children’s books Michael Mickelstick Saves The Day, Michael Mickelstick’s Worst Birthday Ever? and Michael Mickelstick Lends a Hand.  He resides in New York with his wife and two children.

        • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award 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.

            299 Park Avenue
            New York, NY 10017
            craig.beresin@ubs.com
            Craig Beresin
            299 Park Avenue,New York,NY,10017

          • David Hollenbaugh

            Managing Director–Wealth Management

            View bio

            David is a Managing Director in UBS’s Private Wealth Management division where he focuses on investment management in the context of tax, trust and estate planning strategies. Prior to joining UBS, David was a managing director at Merrill Lynch and previously worked at J.P. Morgan Trust Company. David graduated summa cum laude with a B.S. in economics from the Wharton School at the University of Pennsylvania. He earned his M.B.A. from Harvard Business School in 1996. David has also earned his Certified Public Accountant (CPA)1 designation. He has been recognized as an industry-leading advisor listed on Barron’s Top 100 Financial Advisors.

            David is an avid runner who has completed several marathons including Boston, New York and Philadelphia, as well as ultra-marathons. He and his wife have four children and reside in Boston.

             

            1 David does not perform the CPA function at UBS.

          • Peter Rukeyser

            Managing Director

            View bio
            Peter is a Managing Director in UBS’s Private Wealth Management division where he advises a select group of ultra-high net worth families, foundations and endowments. Prior to joining UBS, Peter was a managing director in the Private Wealth Management group at Morgan Stanley. Previously, he worked for Prudential Investment Corp in their Leveraged Buyout group. Peter received an M.B.A. in finance from the Wharton School at the University of Pennsylvania in 1995 and an A.B. in economics from Harvard College in 1990. Peter is a founding member of the Rye Fund for Education. He and his wife have two children and reside in Greenwich, CT.

          • Wayne Safro

            Managing Director–Wealth Management

            View bio

            Wayne is a Managing Director in UBS’s Private Wealth Management division. Before joining UBS, Wayne was a managing director at Merrill Lynch and Woodbine, a global macro hedge fund.

            Prior to his career in finance, Wayne’s background was in law, journalism and African wildlife conservation. He has published several award-winning papers—on topics that include environmental economics and political affairs—for research institutions in the US and Africa. Wayne graduated from the University of Texas at Austin and holds a Juris Doctor (J.D.) degree from Northwestern University School of Law.

            Wayne is a member of the Trilateral Commission and the Explorers Club. He and his wife have three children and reside in Palm Beach, FL.

          • Alexander Williams

            Managing Director

            View bio
            Alex is a Managing Director in UBS’s Private Wealth Management division where he advises a select group of ultra-high net worth families, foundations and endowments. Prior to joining UBS, Alex was a managing director in the Private Wealth Management group at Morgan Stanley. Alex competed in the 1988 Olympics in Calgary and was a member of the US Ski Team from 1982 – 1992. He received an M.B.A. in finance from the Wharton School at the University of Pennsylvania in 1995 and a B.A., cum laude, from the University of Rochester in 1992. Alex is the board chairman of the George Eastman House Investment Committee, a US Ski Team Ambassador and supporter of the American Cancer Society and Nature Conservancy. He and his wife have three children and reside in New York.
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          As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

          For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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