Managing Director–Wealth Management
Financial Advisor
Areas of focus
Wealth management experience
With more than 32 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
California License # 0K23669
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
Education
Managing Director–Wealth Management
Financial Advisor
Areas of focus
Wealth management experience
With more than 32 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
California License # 0K23669
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
Education
Senior 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.
Education
Senior 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.
Education
Wealth Strategy Associate
After graduating West Virginia University in 2017, Daniel has spent the last 7 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.
Daniel currently resides in New York City and enjoys spending his summers on the beach at the Jersey shore.
Education
Wealth Strategy Associate
After graduating West Virginia University in 2017, Daniel has spent the last 7 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.
Daniel currently resides in New York City and enjoys spending his summers on the beach at the Jersey shore.
Education
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
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
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