Experience

Paul is a Managing Director - Wealth Management.  He is thoroughly committed to providing life-changing investment advice and wealth management guidance to his clients for over 35 years.  Throughout this time, he has had what he calls ‘a front row seat’ in witnessing the impacts of providing quality advice based on a true understanding of clients, which is one of the things that makes him equally passionate about what he does today.  And, with access to even better strategies today (when compared to those of 30+ years ago), he is genuinely excited about continuing to make a meaningful impact on the lives of his clients -- that will affect generations to come.

Paul embarked on his career in the financial services industry in 1985 with Chase Manhattan later joining Merrill Lynch Wealth Management as a Financial Advisor in 1987 where he spent the 36 years of his career prior to joining UBS in 2023. Paul works closely with clients on investment management, wealth transition to the next generation, retirement planning and other wealth management strategies. He has earned the designation of Certified Investment Management Advisor® (CIMA®) and the designation of Certified Plan Fiduciary Advisor®™ (CPFA®). Paul was named to Forbes “Best-in-State Wealth Advisors” list in 2023*, 2022, 2021, 2020 and in 2019 (*Published annually Jan – April. Rankings based on data as of June 30 of prior year.) He was also named to Financial Times “Top 400 Financial Advisors” list for 2019 (*Published on April 18, 2019. Rankings based on data as of June 30, 2018) and a member of the Financial Times Financial Advisor IQ Leadership Council. 

Paul and his wife Nancy reside in Plandome with their three children: Katharine, Grayson, and Grant. Paul serves on the Foundation Board of St. Francis Hospital (SFH).  He is a highly accomplished sailor and currently serves on the Board of Oakcliff Sailing.

Tim provides access to the investment insights of UBS Global Wealth Management to help address the various aspects of clients’ financial lives. He works with clients to help identify their primary goals and needs—including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services—and then commits himself to crafting strategies financially designed to help clients pursue desired outcomes, while building, managing and preserving their wealth for current and future generations. Investment management strategies may include equities, fixed income, alternative investments, options, ETFs and other types of investments. A resident of Manhasset, New York Tim is a graduate of Boston College with a degree in Economics in 2015. Tim’s hobbies include golfing, fishing, and skiing.

Patrick joined Cuneo, Denihan & Associates in 2016. His strengths include technology & digital, time management, critical thinking, and the ability to make personal connections to clients. Born and raised in Farmingdale, Patrick graduated from Adelphi University in 2016 and earned his MBA from Molloy College in 2021. Patrick’s interest include sports, travel, fitness and nutrition, and spending time with family. He is a life-long baseball player and coach, playing throughout college and even still today.

Melissa has been with Cuneo, Denihan & Associates since 2008 and is an integral member of the team. Part of her responsibilities include the administration and maintenance of client accounts; she also assists clients with their cash management, credit and lending needs.  Born and raised in Garden City, Melissa currently resides in Merrick with her son.  She is a music enthusiast and greatly enjoys photography.