Global Access. Personalized planning.

Private Wealth Management

Team Photo

Navigating complex global markets, life events, and ambitious pursuits in the ever-changing financial landscape can be overwhelming alone. At the DellaRusso Sullivan Group, we understand every family faces unique challenges. Our team of experienced Private Wealth professionals are dedicated to building a customized plan with timely solutions that serve you and those you care most about.

Our team has provided steady guidance to clients throughout the decades and many market disruptions. As members of the exclusive Private Wealth Management Division at UBS, located in the New York City headquarters, we have direct access to the thought leaders and decision makers within UBS. Providing targeted access to the global resources of UBS and highly customized investment and planning guidance, we will work with you to:

  • Develop a clear financial plan that addresses all your needs and evolves with you over time
  • Design a tailored investment approach that considers both sides of your balance sheet
  • Help you pursue ambitious goals, leverage the Investment Bank, and make a positive impact

UBS being a true wealth management firm with global access is important to our client base. It allows us to leverage our firm‘s capabilities in order to address our clients‘ complex needs.

- Richard DellaRusso

“When it comes to your future, you deserve a team who shares your vision, earns your trust and provides the global access you need to pursue your goals.” — Mark Sullivan

  • Rick DellaRusso

    Richard DellaRusso

    Managing Director

    Financial Advisor

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    With over 20 years of experience in the Financial Services industry, Rick began his career at Fidelity Investments, where he spent over 7 years in various sales and advisory capacities. Rick then spent 10 years in the Investment Management Division of Lehman Brothers prior to joining the Private Bank of Credit Suisse as a Relationship Manager in 2008. Rick remained at Credit Suisse until the closure of the Private Banking Division in the U.S. in late 2015 and joined UBS Private Wealth Management at that time.

    Rick received a B.A. degree in Economics and Political Science from the University of Vermont. He resides in Darien, CT with his wife, Mary, and their three children. He is an active coach in his community and serves on the Board of Directors of Portfolios with Purpose as well as a Trustee on the Board of Cardigan Mountain School, a junior boarding school located in Canaan, New Hampshire.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        1285 Avenue Of The Americas
        New York, NY 10019
      • M. Sullivan

        Mark Sullivan

        Managing Director

        Financial Advisor

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        Mark Sullivan was a Relationship Manager in the Private Bank of Credit Suisse. Prior to joining Credit Suisse in September 2008, Mark spent 11 years in the Investment Management Division of Lehman Brothers.

        Mark graduated from Villanova University with a B.A. in Economics and received his MBA from the Kellogg School of Business at Northwestern University. He is actively involved in various philanthropic efforts including the Montauk Playhouse and coaching his three sons’ sports teams. Mark resides in Old Greenwich, and has three boys. 

        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            1285 Avenue Of The Americas
            New York, NY 10019
          • Mike Henson

            Michael Henson

            Senior Wealth Strategy Associate

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            Mike works as a Wealth Strategy Associate for the Dellarusso-Sullivan Group. In this role, Mike helps deliver comprehensive wealth management services to our clients. His responsibilities include Financial Planning, Asset Allocation, Trading, Market Research, Lending, and more.

            Mike joined UBS in 2016 as a Client Service Associate. In that role he learned valuable skills needed to assist Private Wealth clients. In 2019, Mike earned the Certified Financial Planner awarded by the CFP Board of Standards. He also holds a Series 7 License as well as a Series 66 License. Mike received a B.A. degree in Business Administration from Hartwick College in 2014 and was a member of their NCAA Men’s Basketball Team. He currently resides on the Upper East Side of Manhattan and enjoys playing sports and spending time with family and friends.

                  1285 Avenue Of The Americas
                  New York, NY 10019
                • Martha Knauth Headshot

                  Martha Knauth

                  Senior Client Associate

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                        1285 Avenue Of The Americas
                        New York, NY 10019

                      Executives

                      Entrepreneurs

                      Private equity professionals

                      Family office

                      Investment management

                      Wealth management

                      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.

                      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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