Experience

“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.

“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!

“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!

“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.