Meaningful connections for your lifelong plan

Private Wealth Management

3 Generations walking on the beach

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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  • Elijah Headshot

    Elijah Dornstreich

    Managing Director–Wealth Management

    Financial Advisor

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    • 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
      • Ryan Depaul hs

        Ryan DePaul CFP, CEPA

        Senior Vice President–Wealth Management

        Financial Advisor

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        • 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
        • michaela

          Michaela O'Connell

          Authorized Officer

          Senior Wealth Strategy Associate

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          • 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
            • jack headshot

              Jack Ramirez

              Authorized Officer

              Senior Wealth Strategy Associate

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              • PA
              • PA

              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

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                My Total Picture

                Managing wealth is our craft

                We’re committed to understanding what wealth means for you.

                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                Backed by the strength of UBS

                A global leader in wealth management

                $5+ trillion

                In invested assets globally 
                As of 11/07/2023

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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