Managing Director–Wealth Management
Areas of focus
Wealth management experience
With more than 22 years of experience in the financial services industry, Philip has had great success working closely with corporate, non profit, and high net worth clients developing unique and highly tax-efficient strategies. He also helps clients develop comprehensive financial plans that include cash management, financing and investment needs. In addition, Philip manages portfolios on a discretionary basis and has a fiduciary responsibility to his clients.
Credentials and credibility
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Wealth Strategy Associate
Since 1999, Chaim has spent his entire career in financial services with The Danishefsky Family Wealth Management. He began as an intern at Merrill Lynch and moved with the team to UBS in 2009. Chaim is committed to building client relationships and delivering superior service and investment guidance that focuses on time frames and risk tolerance. He provides client with day-to-day administrative support and handles operations for the office. He holds his B.A. in finance from Touro College.
After graduating West Virginia University in 2017, Daniel has spent the last 3 years working in financial services. Starting in wealth management at Ameriprise Financial and eventually moving to UBS in early 2020. Daniel is dedicated to delivering the best client service as well as handling daily operations and support. He is a New York native and excited to be a part of Danishefsky Family Wealth Management.