Helping entrepreneurs and families thrive

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Emily's highly focused and detailed-oriented approach to wealth management enables her to gain a deep understanding of her clients' personal, professional and family needs. She leaves no stone unturned and works tirelessly to find the right solutions for our clients. Her dedication and personal touch help her build strong relationships with the different generations of each family to bring continuity to their long-term objectives.  She has been featured on several financial news televisions shows, including CNBC and Bloomberg, as well in articles in Forbes. 

Emily entered the financial services industry with UBS in 2002. At UBS she successfully expanded and transitioned her family business and has since merged with the Entrepreneurs Group, bringing her unique insight and experience to our team and clients. Prior to UBS, she worked as a management consultant at McKinsey and Company, where she advised senior executives facing complex business challenges. Emily has the distinction of being a Family Office Consultant and part of UBS’ prestigious Private Wealth Management division.

Always striving to increase her knowledge base and enhance her value to clients, Emily has earned her Certified Financial Planner™ (CFP®), Certified Exit Planning Advisor (CEPA®), Certified Investment Management Analyst (CIMA®) and Chartered Retirement Planning Counselor (CRPC®) designations. She has an M.B.A. from Dartmouth College's Amos Tuck School of Business and a Bachelor's degree from The University of Pennsylvania's Wharton School of Business. Emily lives in Greenwich, CT with her husband, Steven, and their two children, Ryan and Alexandra. She is an active member of her community and enjoys a good round of golf.

• Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Barron's Top 1,200 Financial Advisors, 2020, 2021, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 100 Women Advisors, 2017, 2018, 2019, 2021, 2022, 2023, 2024The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
• Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 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.
• Forbes America's Top Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 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 Advisors, 2018, 2019, 2020, 2021, 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.
• UBS Wealth Management Pinnacle Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• Dartmouth College, Amos Tuck School of Business, M.B.A.
• Wharton School of Business, University of Pennsylvania, B.S.

• Private Wealth Advisor
• Certified Exit Planning Advisor
• CERTIFIED FINANCIAL PLANNER®
• Chartered Retirement Planning Counselor
• Certified Investment Management Analyst®

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I have 20+ years experience advising ultra high net worth entrepreneurs and their families. I’m
co-founder of The Entrepreneurs Group, one of the largest advisory teams at UBS Private
Wealth, where I also am among a select group of advisors having earned the Family Office
Consultant designation.

My mission: navigating wealth's complexities to simplify and enrich your life.

My vision: to deliver to entrepreneurs and other families of substantial wealth, the investment
and wealth management experience and solutions of a global private bank with the exceptional
access and service of a boutique firm. Every day I strive to bring that vision to life. My deep
knowledge of investment, tax and estate planning issues is critical to helping our clients grow,
protect and preserve their wealth for generations.

My goal is to consistently deliver above and beyond your expectations, going the extra mile to
find the solution, the strategy and the opportunity for your family—especially when others have
given up trying.

There’s nothing more gratifying than to hear my clients say that our work together put their
family on the right path toward their goals. It liberates them to focus on their life and their family.

Our difference for entrepreneurs:
Prior to starting my career in private wealth management, I was in your shoes as a successful
entrepreneur and took public/sold various businesses I co-founded as well as my own family’s
70 year-old business. This gives me unique insight into many of the challenges and
opportunities you face, and enables me to provide value-added solutions pre- and post-exit that
help our team in our pursuit to preserve and conservatively grow your wealth.

I received my M.B.A. from The Wharton School of the University of Pennsylvania and a B.A.
from Brown University. I live in Westport, CT, enjoy travel, spending time with my two wonderful
sons and am dedicated to eradicating colorectal cancer.

• Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 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.

• Wharton School of Business, University of Pennsylvania, M.B.A.
• Brown University, B.A.

• Private Wealth Advisor
• Chartered Retirement Planning Counselor
• Certified Investment Management Analyst®

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Tom began his career in wealth management in 2002 with the mission of bringing a different perspective to managing the financial affairs of ultra high net worth clients. Chosen to be part of UBS's Private Wealth Management Group, an elite group of 300 advisors out of the 6,700 at the firm, Tom focuses on providing clients with holistic financial planning, sound advice and an investment strategy tailored to fit the specific objectives of each client.

Tom began his career as an accountant and later a technology consultant at Arthur Anderson. He later co-founded and helped build one of the world’s first end-to-end internet consulting firms and was part of the senior management team that took public and then sold the business to a major telecom company. Tom's background in accounting, consulting and as an entrepreneur, gives him a unique perspective on the needs of clients and their families.

Tom has an M.S. in accounting from the NYU Stern School of Business and a B.S. in finance from Boston College's Carroll School of Management. Tom lives in New Rochelle with his wife, Elizabeth, and their two daughters, Anna and Christina. He enjoys skiing, triathlons, sailing and coaching travel soccer. Tom supports the New Rochelle Fund for Educational Excellence, Boys & Girls Club of New Rochelle and Swim Across America. He is a board member of the Boston College National Alumni Association, former President of St. Augustine Church, former board member of Larchmont Shore Club and co-founder of the Media & Technology Advisory Group.

• Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2020, 2021, 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.

• Stern School of Business, NYU, M.S.
• Boston College School of Management, B.S.

• Private Wealth Advisor
• CERTIFIED FINANCIAL PLANNER®
• Chartered Retirement Planning Counselor

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Todd has several areas of focus for the team: financial planning, investment analysis and client management. Each client that wants a financial plan goes through in-depth goal setting, asset location, allocation, income, expense, estate and insurance analysis process that allows us to model how the future may play out for them and their families. This initiates more meaningful conversations about the future, what clients assets can do for them and keeps market movements in perspective of life goals.

Each client also has unique investments tailored to their needs, goals and risk appetite. Todd reviews all investments, meets with portfolio managers performing the team's due diligence, and risk assessment through the Aladdin software. The team continuously reviews all investments and doesn't subscribe to a single investment philosophy of all active or all passive. The right mix of investments for each client provides a balanced risk-adjusted return that lets clients sleep well at night.

Todd meets with clients regularly to review their portfolios, financial plans and any potential issues that may arise. Todd holds Series 7, 31 and 66 securities licenses, as well as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®) designations. He graduated from Bucknell University with a degree in Business Administration. He is also an avid supporter of his local NY sports teams, the Yankees and the Giants.

• Bucknell University, B.A., business administration

• Relationship Manager
• CERTIFIED FINANCIAL PLANNER®
• Certified Exit Planning Advisor
• Chartered Retirement Planning Counselor

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Madeline joined UBS in 2019 as part of the Summer Internship Program and returned as a full-time analyst in the Wealth Management Graduate Talent Program in August 2020.

 Following the conclusion of the two-year program, Madeline worked with the UBS Bank USA Private Equity Lending team as an Account Manager. In June 2024 Madeline transitioned to the Entrepreneurs Group, where she currently works as a Senior Wealth Strategy Associate.

Madeline holds her Series 7 and 66 securities licenses.

 She graduated from Bucknell University with a Bachelor of Arts in Economics and resides in New York City. Madeline enjoys running, traveling with friends and family, and recently completed her 200-Hour Yoga Teacher Training certification.

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Samantha is a Client Service Associate with The Entrepreneurs Group at UBS Private Wealth Management. Samantha is a primary point of contact for clients for all service and day-to-day operational needs as well as managing the new client onboarding process. Prior to UBS, Samantha was a Junior Talent Consultant at Careers for Women, an HR consulting & recruiting firm. While at CFW, Samantha worked closely with senior executive clients advising them on recruiting opportunities.  She also planned and executed events and led the company's social media marketing campaign efforts, areas that she will also undertake for The Entrepreneurs Group. 

Samantha is a Boston College class of 2018 graduate, where she received a B.A. in Political Science and Management & Leadership. Originally from Pacific Grove, CA, Samantha is now almost a year in to living in New York City. Samantha's enjoys traveling, going on runs throughout New York, playing tennis, and spending time with friends and family.

• Boston College, B.A., political science and management & leadership

• Chartered Retirement Planning Counselor

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Spenser is focused on client service and the day-to-day operations of the team. He holds his Series 7, 66 securities licenses, insurance license, Chartered Retirement Planning Counselor (CRPC®) designation and is working towards his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Prior to joining the team, he was with UBS in our home office focusing on Structured Products, Taxable Fixed Income and Municipal Bonds. Spenser graduated from Longwood University with a degree in Business Administration.

• Longwood University, B.A., business administration

• Chartered Retirement Planning Counselor

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Stacey has been with the team and UBS for over 10 years, playing a key role in day-to-day operations and implementation of investment plans. Her dedication and loyalty is unmatched. She focuses on providing the highest level of client satisfaction and is committed to ensuring every client is given the attention they deserve. She holds her Series 7 and 66 securities licenses and is working towards her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Stacey lives in Brooklyn, where she enjoys yoga and spending time with family and friends.