Trust. Experience. Confidence.

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Edward M. Foley's main focus is assisting high-net worth individuals and business owners. He works with individuals and business owners on their business, financial and personal goals. By aligning these goals and using a multi-disciplinary team approach, he ensures his clients are given the best guidance and advice for their ideal future. Mr. Foley is with his clients every step of the way; making sure that all the decisions being made put the client first. Mr. Foley also focuses on the goals and futures of Family Offices, ESG Investors and Corporate Executives, as well as their families.

Mr. Foley is currently a Senior Vice President of UBS, Wealth Management USA with over 30 years of experience in the financial services industry. Before joining UBS in 2012, Mr. Foley was a Director at Credit Suisse, Private Banking USA. Prior to his career at Credit Suisse, he was a Managing Director and Regional Market Executive for the Bank of New York's Private Bank, where he worked for nearly 20 years. Mr. Foley graduated from the Lubin School of Business at Pace University.

In addition to being a Chartered Financial Analyst, Certified Financial Planner and Certified Exit Planning Advisor®, Mr. Foley also holds the following licenses from Financial Industry Regulatory Authority [FINRA]: Series 3, 7, 24, 63 and 66. He is also a current or former member of the American Association of Individual Investors, Financial Planning Association and the New York Society of Security Analysts.

Personal & Community

Board Member, Ferncliff Cemetery

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A client service associate with a passion for service

With a passion for working with people, Natella focuses on all aspects of a client's needs and places exceptional service as her top priority. She is responsible for all day-to-day administrative duties and assisting with any client requests and queries.

Insight grounded in experience

Working in the financial services industry since 2000, Natella started her career as a sales assistant at Smith Barney working for the compliance manager, sales manager, and a Financial Advisor team. She joined UBS in 2009 and has been working as a Senior Client Service Associate ever since.

Credentials that build confidence

Natella maintains her series 7 and 63 securities licenses. She earned her B.S. in Information Technology and Finance from LIU.

Outside of UBS

In her free time, Natella enjoys reading, museums and art, and spending time with her family. Natella and her husband Vitaliy live in Morganville, New Jersey with their two children Isabelle and Shane.

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With an impressive 35 year tenure at UBS, Richard has established himself as a seasoned professional in the wealth management industry. As an Associate Director and Registered Client Service Associate, he plays a pivotal role in managing client relationships and providing comprehensive financial solutions. 

Before transitioning to wealth management, Richard built a strong foundation in trading, having worked as in Institutional Agency Trader at Correspondent Services Inc., a wholly owned subsidiary of UBS Financial Services Inc. In this role, he honed his skills in executing complex trading strategies and serving the needs of institutional clients. 

Richard holds the following FINRA licenses: Series 7, 63, 55, and 24. 

Outside his professional life, Richard is an avid New York sports fan, and passionately supports local teams. He brings the same enthusiasm for sport to his work, making him a deeply valued member of the UBS team and community. 

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Gerard is a Senior Vice President, Wealth Management in New York. He focuses on providing tailored solutions from across the firm to High Net-Worth Individuals and sophisticated Family Office clients.

He has been in the industry for more than 30 years, and has investment product know-how as well as managerial expertise. Some of his most recent positions held included Head of OTC Structured Derivative Solutions and Senior Solutions Provider at UBS Family Office Group in the US. Before joining UBS, Gerard was a Managing Director and Executive Committee Member for Deutsche Bank and Head of Product and Services for UBS – Swiss Bank Corporation in Zurich. His experience allows him to provide complex derivative hedging solutions and investment ideas in a portfolio context.

Gerard holds a B.B.A. in economics from Pace University in New York. He is fluent in English, French, Italian, and is conversational in German.

• Strategic Partner

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With more than 45 years of experience in the financial services industry, Jerry has led clients through decades of market cycles enabling him to provide an unparalleled perspective to our clients. He began his career in 1967 at Dreyfus & Co which later became Moore Schley Cameron & Company where he was instrumental in creating the Investment Advisory Division. After that, Jerry spent eight years as the Senior Investment Officer and Divisional Manager of the Personal Investment Division at Fidelity Union Trust Company and then five years as a Portfolio Manager at Lehman Management. Jerry then joined Furman Selz Capital Management for 18 years as a Partner, Managing Director and Portfolio Manager before he began working at UBS in 2002 as a Senior Portfolio Manager.

Jerry focuses on managing portfolios for the team's High Net Worth clients while utilizing equity, fixed income securities and cash equivalents to provide comprehensive diversification and asset allocation strategies. His previous institutional experience gives him a unique and seasoned perspective on markets and investment strategy, as well as an ability to communicate with our more financially sophisticated clients. As graduate of New York University with a B.S. in both Finance and Economics, Jerry and his wife Joyce live in Short Hills, NJ. They have two grown children, Dana and Brad, and five grandchildren, all residing on the West Coast.

• Strategic Partner