Where experience meets opportunity

Private Wealth Management

Dahlquist Full Image

We are a planning-based practice with more than 25 years of experience advising successful investors, hedge fund owners and managers, entrepreneurs, athletes and their families. Our institutional consulting backgrounds, combined with our focus on highly customized wealth solutions, have built deep and lasting relationships. Using a collaborative team approach, we're tireless problem solvers who can deliver all of UBS locally and globally, work with senior leaders and connect you with the experts who can help inform even your most complex wealth challenges. As members of the exclusive UBS Private Wealth Management division, we have the access to help maximize the opportunities you need to create a lifelong financial plan and pursue your most important personal and business goals.

Lifelong planning for professional athletes and entertainers

Lifelong planning for professional athletes and entertainers

Launch. Evolve. Exit your business.

Launch. Evolve. Exit your business.

Holistic solutions for hedge fund owners and managers

Holistic solutions for hedge fund owners and managers

We’re planners and problem solvers for our clients.

Read why hedge fund owners and managers, entrepreneurs, and athletes choose us.

The proof is in our numbers

80+

Collective years of experience

1.45 billion

Assets under management

6 person

seasoned team


  • Erik Dahlquist Profile Photo

    Erik R. Dahlquist

    Managing Director–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA
    • WY

    Erik began his career in financial services in 1996 and soon joined PaineWebber in 1997 and UBS when the two firms merged. At UBS, Erik serves high net worth and ultra high net worth investors, hedge fund owners and managers, entrepreneurs, athletes and their families. He and his team also provide consultations and other services for corporate benefit plans, including stock option and restricted stock plans, as well as nonqualified deferred comp plans. Erik’s focus is not only on investing, but on providing a comprehensive plan that combines goal-based strategies with long-term investment strategies, each customized to each individual.

    From an early age, Erik has held a passion for leadership, Wall Street and building his own business. He graduated from Franklin & Marshall College in Lancaster, PA, with a B.A. in government and a minor in sociology. Erik is a NFLPA Registered Player Financial Advisor and completed the Private Wealth Executive Education Program through the Wharton Business School. Erik has earned the Athletes and Entertainers Consultant (AEC) UBS business designation, a robust professional training program unique to UBS. As an AEC, his experience, training and deep understanding of celebrity and success—whether you’re a professional athlete or professional actor—extends well beyond money and fame. He is active in his community as coach for Darien youth and lacrosse and as a member of the Rescuing Leftover Cuisine (RLC) Impact Council and Goal Power Foundation. Married to his high school sweetheart, Erik and his wife have three children: Emma, Shannon and Ryan. In his spare time, he enjoys playing golf, boating and kayaking with his family, and he is involved in various charities and events.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

    • Franklin & Marshall College, B.S. Government, Minor in Sociology
    • Private Wealth Advisor
    • Athletes and Entertainers Consultant
    • NFLPA Registered Player Financial Advisor
    299 Park Avenue
    New York, NY 10171
  • Michael Singh Profile Photo

    Michael I. Singh

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WY

    Mike joined the UBS predecessor firm PaineWebber in 1999 after a period with Bankers Trust/Deutsche Bank, where he worked with senior executives garnering valuable insight into how a top-notch wealth management firm operates. At UBS, he is a trusted Advisor for clients and their families, and oversees the design and implementation of client plans, business development, and handles much of the client-facing activities.

    Mike graduated with a B.A. from Indiana University in Bloomington. He also completed the Private Wealth Executive Education Program through the Columbia Business School. Mike has earned the Athletes and Entertainers Consultant (AEC) UBS business designation, a robust professional training program unique to UBS. As an AEC, his experience, training and deep understanding of celebrity and success—whether you’re a professional athlete or professional actor—extends well beyond money and fame. He and his wife have two children and live in New York City. He is on the Board of Directors of CP Ice, Inc. and is active in his community as a supporter of the American Indian Foundation, Brooklyn Bridge Park Conservancy, American Corporate Partners and Goal Power Foundation. He also supports the Indiana University Foundation. In his spare time, he enjoys sports, working out, reading, cooking and spending time with his family.

      • Indiana University, B.A.
      • Senior Portfolio Manager
      • Athletes and Entertainers Consultant
      299 Park Avenue
      New York, NY 10171
    • Seth Schulder Profile Photo

      Seth M. Schulder, CFA

      Financial Advisor

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI
      • WV
      • WY

      Seth joined the Dahlquist Group after completing UBS’s Wealth Planning Associate program, where he supported multiple Private Wealth Advisors, creating comprehensive financial plans for high net worth and ultra-high net worth individuals and families. Since joining the Dahlquist Group, Seth’s primary responsibility is supporting the team’s financial planning and investment management efforts. He truly enjoys working directly with our clients to fully understand their immediate needs and long-term goals to provide the most tailored service possible.

      Seth graduated from Syracuse University in 2014 with a B.S. in Finance. Outside of work he enjoys sports, cooking and traveling.

      He currently resides in New York City and is a Chartered Financial Analyst (CFA®), a Chartered Retirement Planning Counselor (CRPC®), and holds Series 7, 63 and 65 licenses. Seth also holds a NY Life, Health, and Accident insurance license.

        • Syracuse University, B.S. Finance
        • Chartered Financial Analyst®
        • Chartered Retirement Planning Counselor℠
        299 Park Avenue
        New York, NY 10171
      • Eva Konik Profile Photo

        Eva Konik

        Senior Client Associate

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          Since 2003, Eva has worked closely with UBS clients assisting them at multiple levels with their financial needs. She is the first person clients and team members turn to when assistance of any kind is needed. Eva is responsible for scheduling, calls, handling of transfers of funds and securities, opening accounts, and making sure that all account information is accurate.

          Eva lives with her two daughters Christie and Amber in Whitestone, Queens. She is fluent in Polish, and she is an active member of the Humane Society. She is also an advanced open-water-certified scuba diver, likes to travel and is passionate about food, particularly cooking gourmet dishes.

                299 Park Avenue
                New York, NY 10171
              • Olga Lanzetta

                Olga Lanzetta, CFP®

                Senior Client Associate

                CERTIFIED FINANCIAL PLANNER™

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                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • IL
                • IN
                • KS
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MT
                • NC
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • RI
                • SC
                • TN
                • TX
                • UT
                • VA
                • WA
                • WI
                • WV
                • WY

                Olga joined UBS in 2018 after graduation from Brooklyn College. She is passionate about working with her team, Dahlquist Group, and their clients and delivering custom wealth management solutions. Olga also focuses on account administrative, operations and client service. As a CERTIFIED FINANCIAL PLANNER™, Olga has received extensive training in advanced planning for retirement, college saving, insurance, and wealth transfer strategies. Prior to joining Private Wealth Management, Olga interned in the firm's Wealth Management division.

                Experience

                UBS Private Wealth Management
                Intern, UBS Wealth Management, US

                Accomplishments
                Series 7 and 66 securities licenses
                Olga completed the Financial Planning Program in NYU in 2021

                Education
                M.S., business administration, Brooklyn College
                M.S., accounting, auditing minor, Kiev National Economic University, Ukraine
                B.S., accounting, Kiev National Economic University, Ukraine

                Life
                Olga lives in New York City.
                She is fluent in three languages—English, Russian and Ukrainian.

                    • CERTIFIED FINANCIAL PLANNER™
                    1285 Avenue Of The Americas
                    New York, NY 10019
                  • Katherine Crevani photo

                    Katherine Crevani

                    Client Associate

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                      “Wealth management allows me to assist clients over a long period of time while remaining linked to the current markets.”

                      Katie works closely with clients to help address their growing needs, particularly those that are operational and account-related. By providing proficient and accurate support, she enables the team to deliver the highest levels of service.

                      After graduating from Arizona State University, Katie worked in entertainment management and business development in Los Angeles, CA. She recently returned to the East Coast to be closer to her family members, who live in her home state of New Jersey.

                      Katie thrives in an environment of constant growth and development and is excited about joining another fast-paced industry. She is accustomed to being the first person whom clients and managers speak with each day and enjoys nurturing long-term relationships.

                      Experience

                      • Client Service Associate, UBS Private Wealth Management
                      • Day-to-Day Manager, Live Nation Entertainment
                      • Agent Assistant, WME

                      Education and Credentials

                      • B.A., communications, Arizona State University

                      Life

                      • Katie volunteers with several nonprofit organizations, including Orfanato Niños de Cristo in the Dominican Republic, the Family & Friends for Freedom Fund for injured US Marines and the David Ortiz Children’s Fund.
                      • She enjoys traveling, hiking, playing piano, practicing yoga and watching NBA games.
                      • She resides in New York City.

                            299 Park Avenue
                            New York, NY 10171

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $2.8 trillion

                          In invested assets globally 
                          As of 06/30/2022

                          51 countries

                          Our global footprint

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                          UBS is a world-leading wealth manager

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