Global Access. Personalized planning.

Private Wealth Management

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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

  • Richard DellaRusso

    Richard DellaRusso

    Managing Director

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • LA
    • MA
    • MD
    • MN
    • MO
    • MT
    • NC
    • NJ
    • NY
    • OK
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WY

    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.

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

          Mark Sullivan

          Managing Director

          Financial Advisor

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          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • LA
          • MA
          • MD
          • MN
          • MO
          • MT
          • NJ
          • NY
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
          • WI
          • WY

          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 Rye, NY with his wife, Joan, and their three sons.

                1285 Avenue Of The Americas
                New York, NY 10019
              • Chris Schwartz

                Chris Schwartz

                Wealth Strategy Associate

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                • IL
                • LA
                • MO
                • NY

                Prior to joining UBS in 2018, Chris spent 6 years with J.P. Morgan's Private Bank as an Investment Specialist and Investment Professional where he assisted in managing ultra-high-net worth clients' portfolios. He also spent two years with Morgan Stanley as a Portfolio Management Associate in their Private Wealth Management division. Chris began his career as an Analyst in the equity research division of Janney Montgomery Scott from 2008 to 2010. Mr. Schwartz received a B.A. in Finance and Economics from Temple University in 2008. He resides in New York, NY with his wife, Monica.

                      1285 Avenue Of The Americas
                      New York, NY 10019

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                    Access

                    Bringing the global resources of UBS to you

                    Personal connections built on a network of services Our team understands complex wealth and the individuals and families who create it, inherit it and pass it on. They count on us for comprehensive planning, access to banking and lending services, insurance and liability management, education planning and wealth transfer strategies.

                    As UBS Private Wealth Advisors, we offer access to our global platforms and the financial and intellectual strengths of our specialists across the firm. In addition, our network of financial professionals—within and outside UBS—can help bring clarity to your complex challenges and incorporate all perspectives into one comprehensive approach.

                    Clients count on us to work directly with their accountants, estate attorneys, insurance professionals and a wide range of UBS banking and investment specialists. We incorporate all perspectives into one integrated approach. This holistic perspective has created strong bonds across generations and helped earn our clients’ lifelong trust.

                    Advanced planning
                    With extensive experience in wealth planning, estate tax and philanthropy, UBS' Advanced Planning analysts regularly evaluate how changes in the legislative and tax landscape might affect your wealth

                    UBS Global Family Office
                    This highly specialized team seamlessly integrates comprehensive wealth management with institutional-level services and business opportunities for family offices

                    Family Advisory and Philanthropy Services
                    This group offers solutions that extend beyond your portfolio, including advice on family decision making, business and generational transitions, wealth transfer, family office governance and philanthropic aspirations

                    Portfolio Advisory Group
                    Exclusively dedicated to sophisticated portfolio structuring, the group uses advanced quantitative analysis, proprietary research and dynamic diversification to fulfill your custom asset allocation

                    Credit and liquidity solutions
                    Through the extensive UBS Banking network you can access innovative credit solutions such as securities-backed lending, pre-IPO lending, mortgages and tailored financing

                    CIO Americas, Wealth Management
                    Our global research organization, with more than 900 professionals across UBS, is dedicated to helping you understand the global economy and make better investment decisions

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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