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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    • AZ
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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, 2023The 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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        • CA
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        • GA
        • IL
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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, 2023The 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

            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

                  Client Associate Senior

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                  • ME
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                  • NC
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                  • NJ
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                  • NY
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                  • PA
                  • PR
                  • RI
                  • SC
                  • TN
                  • TX
                  • VA
                  • VT
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                  • WV
                  • WY

                        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

                      $3.9 trillion

                      In invested assets globally 
                      As of 12/31/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

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