If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

Start the planning conversation

Who we work with

With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.
Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.

Elijah Dornstreich

Managing Director–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- MT
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WI
Elijah specializes in advising business owners and families on financial planning and investment matters, with a focus on pre-transaction planning. Prior to joining Alliance Bernstein in 2011, Elijah was a founder of Capital Business Partners, a boutique lending firm for small business owners. He is also a former founder and CEO of a middle market financial services and real estate company. Elijah holds a BA from the University of Pennsylvania and serves on the Executive Committee of the Association for Corporate Growth.
- University of Pennsylvania, BA
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

elijah.dornstreich@ubs.com

Elijah Dornstreich

1735 Market Street,Philadelphia,PA,19103
Ryan DePaul CFP, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- MN
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WI
- WV
Ryan advises high net worth individuals, entrepreneurs, business owners, and corporate executives on all aspects of wealth planning, including strategic asset allocation, wealth transfer, and charitable giving. Prior to joining UBS he was with Bernstein Private Wealth Management, and prior to that, was previously a financial advisor at ING Financial Partners. He holds the Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®) designations. Ryan holds a BA from Wake Forest University and an MS from Villanova University.
- Wake Forest University, BA
- Villanova University, MS
- Certified Exit Planning Advisor
- CERTIFIED FINANCIAL PLANNER™
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

ryan.depaul@ubs.com

Ryan DePaul CFP, CEPA

1735 Market Street,Philadelphia,PA,19103
Michaela O'Connell

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- MN
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WI
- WV
Michaela began her career in the finance industry after graduating from Susquehanna University in 2020 with a Bachelor of Science in Marketing. She is currently pursuing an MBA at Drexel University. Notably, Michaela has also passed the SIE, Series 7, Series 63, and Series 66 exams. Outside of work, Michaela enjoys reading, traveling, and running along Schuylkill River in Philadelphia.
- Susquehanna University, B.S. Marketing
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

michaela.oconnell@ubs.com

Michaela O'Connell

1735 Market Street,Philadelphia,PA,19103
Jack Ramirez

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AZ
- AZ
- CA
- CA
- CT
- CT
- DC
- DC
- DE
- DE
- FL
- FL
- GA
- GA
- IL
- IL
- IN
- IN
- MA
- MA
- MD
- MD
- MT
- MT
- NJ
- NJ
- NM
- NM
- NY
- NY
- OH
- OH
- OR
- OR
- PA
- PA
- RI
- RI
- SC
- SC
- TX
- TX
- VA
- VA
- VT
- VT
- WA
- WA
- WI
- WI
Jack is a Senior Wealth Strategy Associate with the Dornstreich DePaul team in the Philadelphia Office. He began his career at Vanguard as a Retirement Specialist and was most recently an Associate with Bernstein Private Wealth Management.

Jack graduated with a B.B.A. in Finance from Loyola University of Maryland, and he currently holds his Series 7, 63, and 66 licenses.

Outside of work, Jack is an active player and board member of the Schuylkill River Rugby Club; he also enjoys spending time with his family and watching Philadelphia sports.
- Loyola University of Maryland, B.B.A. Finance
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

john.ramirez@ubs.com

Jack Ramirez

1735 Market Street,Philadelphia,PA,19103

Elijah Dornstreich

Managing Director–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- MT
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WI
Elijah specializes in advising business owners and families on financial planning and investment matters, with a focus on pre-transaction planning. Prior to joining Alliance Bernstein in 2011, Elijah was a founder of Capital Business Partners, a boutique lending firm for small business owners. He is also a former founder and CEO of a middle market financial services and real estate company. Elijah holds a BA from the University of Pennsylvania and serves on the Executive Committee of the Association for Corporate Growth.
- University of Pennsylvania, BA
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

elijah.dornstreich@ubs.com

Elijah Dornstreich

1735 Market Street,Philadelphia,PA,19103
Ryan DePaul CFP, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- MN
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WI
- WV
Ryan advises high net worth individuals, entrepreneurs, business owners, and corporate executives on all aspects of wealth planning, including strategic asset allocation, wealth transfer, and charitable giving. Prior to joining UBS he was with Bernstein Private Wealth Management, and prior to that, was previously a financial advisor at ING Financial Partners. He holds the Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®) designations. Ryan holds a BA from Wake Forest University and an MS from Villanova University.
- Wake Forest University, BA
- Villanova University, MS
- Certified Exit Planning Advisor
- CERTIFIED FINANCIAL PLANNER™
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

ryan.depaul@ubs.com

Ryan DePaul CFP, CEPA

1735 Market Street,Philadelphia,PA,19103
Michaela O'Connell

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- MA
- MD
- MN
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WI
- WV
Michaela began her career in the finance industry after graduating from Susquehanna University in 2020 with a Bachelor of Science in Marketing. She is currently pursuing an MBA at Drexel University. Notably, Michaela has also passed the SIE, Series 7, Series 63, and Series 66 exams. Outside of work, Michaela enjoys reading, traveling, and running along Schuylkill River in Philadelphia.
- Susquehanna University, B.S. Marketing
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

michaela.oconnell@ubs.com

Michaela O'Connell

1735 Market Street,Philadelphia,PA,19103
Jack Ramirez

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AZ
- AZ
- CA
- CA
- CT
- CT
- DC
- DC
- DE
- DE
- FL
- FL
- GA
- GA
- IL
- IL
- IN
- IN
- MA
- MA
- MD
- MD
- MT
- MT
- NJ
- NJ
- NM
- NM
- NY
- NY
- OH
- OH
- OR
- OR
- PA
- PA
- RI
- RI
- SC
- SC
- TX
- TX
- VA
- VA
- VT
- VT
- WA
- WA
- WI
- WI
Jack is a Senior Wealth Strategy Associate with the Dornstreich DePaul team in the Philadelphia Office. He began his career at Vanguard as a Retirement Specialist and was most recently an Associate with Bernstein Private Wealth Management.

Jack graduated with a B.B.A. in Finance from Loyola University of Maryland, and he currently holds his Series 7, 63, and 66 licenses.

Outside of work, Jack is an active player and board member of the Schuylkill River Rugby Club; he also enjoys spending time with his family and watching Philadelphia sports.
- Loyola University of Maryland, B.B.A. Finance
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

john.ramirez@ubs.com

Jack Ramirez

1735 Market Street,Philadelphia,PA,19103

You. Connected.

At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.

Connect with us

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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Who we work with

Elijah Dornstreich

Ryan DePaul CFP, CEPA

Michaela O'Connell

Jack Ramirez