A business impact. A lasting legacy.

Private Wealth Management

The complexity and uncertainty of today’s economy can create specific challenges navigating global markets, transitioning a business, creating lifetime income and setting your estate for future generations. More than ever, you need the close collaboration and financial insight of a Private Wealth Advisor.

Focusing on personal wealth management and sophisticated real estate financing and transactions, our team brings the global resources of UBS to the local level. We work with a select group of exceptional, multigenerational families, real estate investors and professionals by offering advisory services for private wealth, succession planning, tax considerations, trusts, foundations, alternative investments and insurance.

We have built enduring relationships by providing the highly tailored, white glove experience you would expect from a family office.

Start the conversation

We operate like your own personal advocates. From complex real estate financing, to business succession to family wealth preservation, we offer an ‘eagle view’ of your entire financial world.
- Tracy A. Dellomo

Tracy Dellomo, CPWA®, CIMA®, CRPS®, EFC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WY
“Clients work with us—and stay with us—because we offer honest, bespoke advice that respects their individual needs and risk tolerance.”

Specializing in the complex needs of busy real estate owners, executives, developers and vendors, Tracy is a problem-solver with deep experience providing custom financial solutions. Working with ultra-high net worth families, she focuses on estate planning strategies and all areas of account management, including concentrated stock positions, lending solutions, private equity and alternative investments.

Tracy has a wealth of experience providing strategies and solutions others Advisors often overlook. Specifically, on the credit side, she manages sophisticated relationships with a range of unique needs, such as multimillion dollar business loans, personal mortgages, secured and unsecured lines of credit, mezzanine financing and the use of REIT operating units as collateral. She also acts as a liaison between her institutional clients, investment banks and the UBS business development group.

Past experience
- Tracy joined UBS Financial Services in 2009
- She spent 15 years as a Wealth Management Advisor at Merrill Lynch
- Prior to entering the Financial Services industry, Tracy had a successful career in commercial real estate with Cushman & Wakefield
- She is a licensed insurance agent and real estate broker
- California insurance license number is 4148809
Life
- Tracy lives with her husband, Clifford Packingham, in Locust Valley, NY.
- She is involved in numerous community organizations, including Volunteers for Wildlife.
- Tracy is a member of the Corporate Advisory Board for the Cold Spring Harbor Laboratory in Science and Technology.
- An avid golfer and water enthusiast, Tracy enjoys boating, rowing, paddle boarding and kayaking.
- She and her husband are proud owners of a Bedlington terrier.
- Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- 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.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Fairfield University, B.S.
- Hofstra University, M.B.A.
- Series 7, 31, 63 and 65 securities licenses
- She is a licensed insurance agent and real estate broker
- Private Wealth Advisor
- Portfolio Manager
- Certified Investment Management Analyst®
- Chartered Retirement Plans Specialist℠
- Endowment & Foundation Consultant
One Jericho Plaza
Jericho, NY 11753

tracy.dellomo@ubs.com

Tracy Dellomo, CPWA®, CIMA®, CRPS®, EFC

One Jericho Plaza,Jericho,NY,11753
Kevin Mahony, CPWA, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- KS
- MA
- MI
- MO
- NC
- NJ
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
“Quality, loyalty and consistency—I see these as principles that are critical to providing our clients with the results they expect. As part of a dynamic team, we develop solutions for our clients that help them address their unique needs and concerns."

With extensive experience in trust and estate administration, Kevin specializes in legacy planning solutions for high net worth clients. With his significant understanding of charitable giving strategies and retirement plans, he works across the team and with clients’ other trusted advisors to integrate various perspectives into a single, holistic plan.

Kevin is actively engaged in all aspects of the Eagle View Wealth Management team’s investment planning and portfolio construction, and is responsible for executing the team’s debt and equity transactions. His background gives him the knowledge and insight to support a range of clients’ important conversations and planning decisions.

Past experience
- Kevin joined UBS Financial Services in 2009
- He began his career at Manufacturer Hanover Trust Company, rising to the level of Trust Officer
- He spent four years at Midlantic National Bank
- Over his 15 years at Merrill Lynch, he began as a Trust Specialist in their Trust Company and became a Financial Advisor, joining Tracy on her team in 2002
Life
- Kevin resides on Amelia Island, Florida with his beloved beagles, Baxter and Brody.
- He currently serves on the Board of Trustees for Adelphi University.
- Board of Directors, Art of Progress, a New York City arts education program.
- In his spare time, Kevin enjoys backpacking, cycling, kayaking, light gardening, cheering on his football teams (both real and fantasy leagues), running and regular exercise.
- He has also been known to “make believe” he can golf!
- 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.
- Adelphi University, B.B.A. Finance
- Series 7, 31 and 66 securities licenses
- Licensed insurance agent
- Chartered Retirement Planning Counselor
- Private Wealth Advisor
Home Worker FL
Home Worker FL, FL 000

kevin.mahony@ubs.com

Kevin Mahony, CPWA, CRPC

Home Worker FL,Home Worker FL,FL,000
Rosario Giliberto III, CFP®, CDFA®, AWMA®

Account Vice President

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WY
“I truly believe no team works harder than ours. Nothing makes me happier than helping our clients reach their goals and pursue the things most important to them: work, family, charity, and legacy.”

With his deep background in financial planning, Rosario doesn’t look for easy answers, but prides himself on diagnosing a situation and providing a comprehensive solution. Bringing together all areas of planning—retirement, education, insurance, charitable giving, tax mitigation and legacy—he works across the Eagle View Wealth Management team to create strategies that are specific to the unique needs of each client.

Rosario taps his planning savvy to help educate and inform the team’s next generation client base. In addition, because he came from a family of entrepreneurs, he understands hard work and the need for passion and commitment in every aspect of the job. Because of that dedication, he has made a real impact in the lives of this clients.

Past experience
- Rosario joined Eagle View Wealth Management in 2019
- Prior to joining the team, Rosario was a top performing graduate of UBS’s Wealth Planning Associate program, where he specialized in creating and implementing comprehensive financial plans across the entire Long Island Complex
- He began his career at TD Ameritrade as a Client Service Specialist focusing on operations, compliance, client contact, banking and coordinating branch events
- California insurance license number is 4148360
Life
- Rosario currently resides in Stewart Manor NY with his wife, Nicole, and his daughter Olivia.
- He is passionate about his big Italian family and he loves spending time with them when he’s not working.
- A long suffering Mets, Knicks and Jets fan, Rosario actually has season ticket packages with all of them!
- 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.
- Quinnipiac University, B.S Finance
- Series 7, 66 securities licenses
- Life and Health Insurance licenses.
- Accredited Wealth Management Advisor℠
- Certified Divorce Financial Analyst
- CERTIFIED FINANCIAL PLANNER®
One Jericho Plaza
Jericho, NY 11753

rosario.giliberto@ubs.com

Rosario Giliberto III, CFP®, CDFA®, AWMA®

One Jericho Plaza,Jericho,NY,11753
Marianne Minio

Client Associate
View bio
“Our team is known for our hard work, responsibility and attention to detail. I enjoy supporting our clients and maintaining excellent rapport that adds to the white glove service they expect.”

Because of Marianne’s deep experience and wide ranging administrative talents, she is the backbone of the team. She is dedicated to creating a seamless, excellent client experience and helps keep all the team’s operational details running smoothly.

Admired for her positive attitude and relied upon for her unwavering capabilities, Marianne works closely with clients, addressing all manner of inquiries. She is counted on for setting up and accessing all of UBS’s digital tools, including UBS Wealth Management Online and My Total Picture.

Past experience
- Marianne has more than 30 years of experience in the financial services industry
- She began her career with Kidder, Peabody in NYC as a research associate
- She moved to Prudential Securities where she ultimately became a Financial Advisor
- In 2000, Marianne moved to Merrill Lynch as an Advisor. After leaving to start a family, she opted to return as Client Service Associate and joined Tracy and Kevin on their team
- She moved with the team to UBS in 2009
Life
- Marianne lives with her two children, in Nassau county.
- Marianne’s hobbies include running, cycling, swimming, cooking, entertaining friends.
- She enjoys watching her son play baseball and is committed to making her kids the best possible adults she can.
- Marianne loves spending time with her big Italian family and friends.
- Series 7, 66 securities licenses
One Jericho Plaza
Jericho, NY 11753

marianne.minio@ubs.com

Marianne Minio

One Jericho Plaza,Jericho,NY,11753

Tracy Dellomo, CPWA®, CIMA®, CRPS®, EFC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WY
“Clients work with us—and stay with us—because we offer honest, bespoke advice that respects their individual needs and risk tolerance.”

Specializing in the complex needs of busy real estate owners, executives, developers and vendors, Tracy is a problem-solver with deep experience providing custom financial solutions. Working with ultra-high net worth families, she focuses on estate planning strategies and all areas of account management, including concentrated stock positions, lending solutions, private equity and alternative investments.

Tracy has a wealth of experience providing strategies and solutions others Advisors often overlook. Specifically, on the credit side, she manages sophisticated relationships with a range of unique needs, such as multimillion dollar business loans, personal mortgages, secured and unsecured lines of credit, mezzanine financing and the use of REIT operating units as collateral. She also acts as a liaison between her institutional clients, investment banks and the UBS business development group.

Past experience
- Tracy joined UBS Financial Services in 2009
- She spent 15 years as a Wealth Management Advisor at Merrill Lynch
- Prior to entering the Financial Services industry, Tracy had a successful career in commercial real estate with Cushman & Wakefield
- She is a licensed insurance agent and real estate broker
- California insurance license number is 4148809
Life
- Tracy lives with her husband, Clifford Packingham, in Locust Valley, NY.
- She is involved in numerous community organizations, including Volunteers for Wildlife.
- Tracy is a member of the Corporate Advisory Board for the Cold Spring Harbor Laboratory in Science and Technology.
- An avid golfer and water enthusiast, Tracy enjoys boating, rowing, paddle boarding and kayaking.
- She and her husband are proud owners of a Bedlington terrier.
- Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- 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.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Fairfield University, B.S.
- Hofstra University, M.B.A.
- Series 7, 31, 63 and 65 securities licenses
- She is a licensed insurance agent and real estate broker
- Private Wealth Advisor
- Portfolio Manager
- Certified Investment Management Analyst®
- Chartered Retirement Plans Specialist℠
- Endowment & Foundation Consultant
One Jericho Plaza
Jericho, NY 11753

tracy.dellomo@ubs.com

Tracy Dellomo, CPWA®, CIMA®, CRPS®, EFC

One Jericho Plaza,Jericho,NY,11753
Kevin Mahony, CPWA, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- KS
- MA
- MI
- MO
- NC
- NJ
- NY
- OH
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
“Quality, loyalty and consistency—I see these as principles that are critical to providing our clients with the results they expect. As part of a dynamic team, we develop solutions for our clients that help them address their unique needs and concerns."

With extensive experience in trust and estate administration, Kevin specializes in legacy planning solutions for high net worth clients. With his significant understanding of charitable giving strategies and retirement plans, he works across the team and with clients’ other trusted advisors to integrate various perspectives into a single, holistic plan.

Kevin is actively engaged in all aspects of the Eagle View Wealth Management team’s investment planning and portfolio construction, and is responsible for executing the team’s debt and equity transactions. His background gives him the knowledge and insight to support a range of clients’ important conversations and planning decisions.

Past experience
- Kevin joined UBS Financial Services in 2009
- He began his career at Manufacturer Hanover Trust Company, rising to the level of Trust Officer
- He spent four years at Midlantic National Bank
- Over his 15 years at Merrill Lynch, he began as a Trust Specialist in their Trust Company and became a Financial Advisor, joining Tracy on her team in 2002
Life
- Kevin resides on Amelia Island, Florida with his beloved beagles, Baxter and Brody.
- He currently serves on the Board of Trustees for Adelphi University.
- Board of Directors, Art of Progress, a New York City arts education program.
- In his spare time, Kevin enjoys backpacking, cycling, kayaking, light gardening, cheering on his football teams (both real and fantasy leagues), running and regular exercise.
- He has also been known to “make believe” he can golf!
- 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.
- Adelphi University, B.B.A. Finance
- Series 7, 31 and 66 securities licenses
- Licensed insurance agent
- Chartered Retirement Planning Counselor
- Private Wealth Advisor
Home Worker FL
Home Worker FL, FL 000

kevin.mahony@ubs.com

Kevin Mahony, CPWA, CRPC

Home Worker FL,Home Worker FL,FL,000
Rosario Giliberto III, CFP®, CDFA®, AWMA®

Account Vice President

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WY
“I truly believe no team works harder than ours. Nothing makes me happier than helping our clients reach their goals and pursue the things most important to them: work, family, charity, and legacy.”

With his deep background in financial planning, Rosario doesn’t look for easy answers, but prides himself on diagnosing a situation and providing a comprehensive solution. Bringing together all areas of planning—retirement, education, insurance, charitable giving, tax mitigation and legacy—he works across the Eagle View Wealth Management team to create strategies that are specific to the unique needs of each client.

Rosario taps his planning savvy to help educate and inform the team’s next generation client base. In addition, because he came from a family of entrepreneurs, he understands hard work and the need for passion and commitment in every aspect of the job. Because of that dedication, he has made a real impact in the lives of this clients.

Past experience
- Rosario joined Eagle View Wealth Management in 2019
- Prior to joining the team, Rosario was a top performing graduate of UBS’s Wealth Planning Associate program, where he specialized in creating and implementing comprehensive financial plans across the entire Long Island Complex
- He began his career at TD Ameritrade as a Client Service Specialist focusing on operations, compliance, client contact, banking and coordinating branch events
- California insurance license number is 4148360
Life
- Rosario currently resides in Stewart Manor NY with his wife, Nicole, and his daughter Olivia.
- He is passionate about his big Italian family and he loves spending time with them when he’s not working.
- A long suffering Mets, Knicks and Jets fan, Rosario actually has season ticket packages with all of them!
- 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.
- Quinnipiac University, B.S Finance
- Series 7, 66 securities licenses
- Life and Health Insurance licenses.
- Accredited Wealth Management Advisor℠
- Certified Divorce Financial Analyst
- CERTIFIED FINANCIAL PLANNER®
One Jericho Plaza
Jericho, NY 11753

rosario.giliberto@ubs.com

Rosario Giliberto III, CFP®, CDFA®, AWMA®

One Jericho Plaza,Jericho,NY,11753
Marianne Minio

Client Associate
View bio
“Our team is known for our hard work, responsibility and attention to detail. I enjoy supporting our clients and maintaining excellent rapport that adds to the white glove service they expect.”

Because of Marianne’s deep experience and wide ranging administrative talents, she is the backbone of the team. She is dedicated to creating a seamless, excellent client experience and helps keep all the team’s operational details running smoothly.

Admired for her positive attitude and relied upon for her unwavering capabilities, Marianne works closely with clients, addressing all manner of inquiries. She is counted on for setting up and accessing all of UBS’s digital tools, including UBS Wealth Management Online and My Total Picture.

Past experience
- Marianne has more than 30 years of experience in the financial services industry
- She began her career with Kidder, Peabody in NYC as a research associate
- She moved to Prudential Securities where she ultimately became a Financial Advisor
- In 2000, Marianne moved to Merrill Lynch as an Advisor. After leaving to start a family, she opted to return as Client Service Associate and joined Tracy and Kevin on their team
- She moved with the team to UBS in 2009
Life
- Marianne lives with her two children, in Nassau county.
- Marianne’s hobbies include running, cycling, swimming, cooking, entertaining friends.
- She enjoys watching her son play baseball and is committed to making her kids the best possible adults she can.
- Marianne loves spending time with her big Italian family and friends.
- Series 7, 66 securities licenses
One Jericho Plaza
Jericho, NY 11753

marianne.minio@ubs.com

Marianne Minio

One Jericho Plaza,Jericho,NY,11753

Insights

Multigenerational families

Intergenerational wealth transfer.
When your head hits the pillow at night, do you feel secure that you’ll reach your goals and care for your family’s future?

Holistic planning.
We gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan.

Personalized investment management.
Working in a one-on-one relationship, we’ll design and execute a customized investment strategy and craft a tax-aware asset allocation that supports your financial plan.

Estate planning strategies and the next generation.
Our experience and network can help preserve your assets, reduce estate tax exposure and transition wealth to future generations. We'll work side by side with each generation of your family to help educate, transition wealth and pass on your values.

Understanding entrepreneurs

Comprehensive services for real estate professionals. When you need to raise capital, close a deal or manage the liquidity from a sale, we can help to ensure your transactions are carried out smoothly and efficiently. We understand you want real, easy-to-understand solutions about preserving wealth, weathering volatility and seizing opportunity.

Opportunistic credit and financing capabilities. Credit facilities provide helpful tools to efficiently manage your real estate financing and hedge against depreciation. UBS can be highly competitive for deals that fit within your risk framework.

Alternative investments. As a firm in alternative investments, we help clients with a diverse set of private deal opportunities. Our access to the UBS global investment bank gives us the insight and resources to offer creative approaches to tapping world capital markets.

^{Credit and lending services are provided by banking affiliates of UBS Financial Services Inc. and are subject to credit approval.}

Wealth preservation and your estate

Liquidity. Longevity. Legacy. Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Liquidity 0 - 3 years

To help maintain your lifestyle

Entertainment and travel
Taxes
Purchasing a home

Longevity 4 years – lifetime

To help improve your lifestyle

Retirement
Healthcare and long-term care expenses
Second home

Legacy Now – beyond your lifetime

To help improve the lives of others

Giving to family
Philanthropy
Wealth transfer over generations

^{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.}

UBS Young Successors Program

Through the UBS Young Successors Program, we can help assist you in preparing the next generation. This program gives your children the opportunity to expand their financial literacy under the guidance of professionals in the areas of entrepreneurship, innovation, leadership and philanthropy.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

A business impact. A lasting legacy.

Tracy Dellomo, CPWA®, CIMA®, CRPS®, EFC

Kevin Mahony, CPWA, CRPC

Rosario Giliberto III, CFP®, CDFA®, AWMA®

Marianne Minio