Experience

Makes all the difference

Philip Danishefsky

Managing Director–Wealth Management

Financial Advisor

Areas of focus

  • Financial and retirement planning
  • Tax-efficient asset allocation and investment portfolio construction
  • Advanced wealth preservation and gifting strategies
  • Client consultation and family dynamics
  • Insurance and long-term care planning
  • Creative financing, mortgages and liability management

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

  • Chairman’s Club; AUM $450M
  • Qualified Portfolio Management Program (PMP) Financial Advisor
  • Worked with one the largest non-profit foundations in the country
  • Board member, East Hill Synagogue
  • New York University, B.A. (in information systems and political science)
  • Recipient of the Founders Day Honor Award
  • Insurance licenses: life, health annuities

Registered States:
  • AL
  • CA
  • CO
  • CT
  • FL
  • IL
  • MA
  • MD
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • TN
  • TX
  • VA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

Education

  • New York University, B.A. in information systems and political science
1285 Avenue Of The Americas
New York, NY 10019

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Chaim Koplowitz

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.

Registered States:
  • CA
  • CO
  • CT
  • FL
  • IL
  • MA
  • MD
  • NJ
  • NY
  • PA
  • TN
  • TX

Education

  • Touro College, B.A. in finance
1285 Avenue Of The Americas
New York, NY 10019

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Daniel Isaac Levat

Client Associate

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.

Registered States:
  • AL
  • CA
  • CO
  • CT
  • FL
  • IL
  • MA
  • MD
  • MI
  • NJ
  • NY
  • PA
  • TN
  • TX
  • VA

Education

  • West Virginia University: 2017
1285 Avenue Of The Americas
New York, NY 10019

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