Market focused. Value driven.

Private Wealth Management

"Markets may close, but they never rest. Our commitment to you is 24/7, 365 days a year."

Christopher Errico
Managing Director, Private Wealth Advisor

 

How will you choose your Financial Advisor?
At Errico Partners, we’re focused on the markets—the risks, the rewards and the strategies for finding value in any environment. For more than 25 years, we have helped our clients simplify their lives and provide clarity in an uncertain world. We believe many have chosen us for our understanding of stocks, the clarity of our thinking, the strength of our convictions and the stability of our team. But to us, what truly makes a difference is our commitment to going above and beyond for them, no matter how challenging.

All advisors are not alike
When it comes to helping you confidently grow and preserve your wealth for your family today and for generations to come—how will you choose your Financial Advisor? 

Errico approach

Straightforward advice from a pragmatic team

We help you understand the why and how behind our recommendations and our specific planning and investment decisions.

Asset allocation

Market perspective

Access

The value of a Family Office Consultant (FOC)

Experience. Makes all the difference.

The relationships we build with our clients are sustained by the trust we’ve earned and the accountability we demonstrate over time. There’s no substitute for the confidence that comes with knowing that you’ve chosen a team that is committed to doing what’s best for you today and for the future.

  • R. Christopher Errico

    R. Christopher Errico

    Managing Director

    Private Wealth Advisor

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    A passion for the markets. Strategic investment management for ultra high net worth clients.
    Chris’ passion for the industry began at an early age. In college, he spent his summers as an intern on the floor of the New York Stock Exchange (NYSE). Four years later, after graduating from Le Moyne College with a B.A. in economics, Chris started his career with Lehman Brothers. He later moved to Morgan Stanley, where he ran an advisory team and achieved Chairman’s Club status. Chris joined UBS in 2007, where he attained the Private Wealth Advisor designation and is a senior portfolio manager in the firm’s Portfolio Management Program. 

    Today, Chris’ main focus is to help guide his clients through both good and bad markets, which is achieved by his passion for the ever-changing market/industry. As the Errico Partners’ principal Private Wealth Advisor, he seeks to provide overall strategic direction for the team and their ultra high net worth clients. He concentrates on the team’s overall investment and stock selection process as well as creating a customized plan for each client in order to help clients achieve their goals.

     

    “While I love analyzing stocks and finding hidden value for my clients, I’m even more passionate about the role I play in their lives and the opportunity to serve them.”

     

    Past experience

    • Managing Director, Morgan Stanley Wealth Management
    • Account Executive, Lehman Brothers

    FINRA Registrations

    • Series 7, 31, 63 and 65 securities licenses

    Life

    • Chris serves as Chairman of the Treasurer/Finance and Audit Committee and is a member of the Board of Trustees for The Boys’ Club of New York.
    • Chris spends most of his time outside of the office with his wife and five children.
    • He has coached his son’s football team, among other school teams.
    • Chris also enjoys golf, tennis and attending professional sporting events.
    • Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron's Hall of Fame, 2019
      The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
    • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Financial Advisors, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
    • Forbes America’s Top Wealth Management Teams, 2022, 2023The 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 Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023The 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, 2023The 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.

      • Private Wealth Advisor
      100 West Putnam Ave
      2nd Floor
      Greenwich, CT 06830
    • Sean Kilduff

      Sean Kilduff

      Managing Director–Wealth Management

      Private Wealth Advisor

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      Helping clients navigate the markets for more than 25 years
      Sean has always had an interest in and enjoyed the excitement of the global markets. After graduating from St. John’s University with his B.A. in finance, Sean started his career at Lehman Brothers in 1993. He then moved to Morgan Stanley, where he earned an internal Chairman’s Club (2003-2006) designation. Sean joined UBS in 2007, where he attained the Private Wealth Advisor designation and is a portfolio manager in the firm’s Portfolio Management Program. He is also a member of the firm’s UBS President’s Council.

      Sean believes that the best way to help clients is through integrity and objectivity, which helps create a solid investment foundation. This also helps enable Sean to deliver the most meaningful advice and solutions given each client’s specific situation and goals. His chief goal is to build long-lasting relationships with clients, so that he and the team are the primary point of contact for their clients’ financial lives. Sean brings enthusiasm as well as insight to the investing and planning strategies for Errico Partners’ ultra high net worth clients.

       “I love coming to work every day with like-minded teammates who focus on doing what is best for our clients.”
       

      Past experience

      • Managing Director, Morgan Stanley Wealth Management
      • Account Executive, Lehman Brothers

      Achievements

      • CERTIFIED FINANCIAL PLANNER™ (CFP®)

      FINRA Registrations

      • Series 7, 31, 63 and 65 securities licenses
      • Life, variable annuity and variable life insurance licenses

      Life

      • Sean enjoys spending time with and travelling with his wife and four children.
      • He is a sports enthusiast and enjoys playing golf, skiing and exercise.
      • Sean is passionate about supporting pediatric cancer research and Catholic education.
      • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
      • Forbes America’s Top Wealth Management Teams, 2022, 2023The 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, 2022, 2023The 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.

        • Private Wealth Advisor
        299 Park Avenue
        New York, NY 10171
      •  Adam Galaburda

        Adam Galaburda

        Managing Director–Wealth Management

        Private Wealth Advisor

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        Managing complex wealth with passion and a relentless client focus
        Adam began his career in financial services in 2001 after graduating with a B.A. from Lafayette College and receiving a J.D. from Brooklyn Law School and an LL.M. in Taxation from New York University School of Law.* Previously, he was a Principal at Bernstein Global Wealth Management, a member of the Investment Committee at First Long Island Investors, a multifamily office and an Account Executive at Bear Stearns. Adam joined UBS in 2009, where he attained the Private Wealth Advisor designation. 

        Adam focuses on customized investment planning, which integrates asset allocation and intergenerational estate and philanthropic planning strategies for each client. His passion is to help clients understand how the intersection of markets, analytical frameworks and human emotions can be harnessed to help them achieve their future goals. Adam leads the Manager Due Diligence process for the team. This includes identification and ongoing monitoring of select managers, gaining an understanding of each manager’s philosophy, process and risk management capabilities, collecting and analyzing firm and portfolio data, and conducting one-on-one meetings. 

         

        “Because we truly love what we do, and understand the importance of the role we play in our clients’ lives, we embrace the extra mile.”

         

        Past experience

        • Principal, Bernstein Global Wealth Management
        • Vice President, First Long Island Investors
        • Account Executive, Bear Stearns

        FINRA Registrations

        • Series 7, 31 and 66 securities licenses
        • Life, variable annuity and variable life insurance licenses

        Life

        • Adam is the proud father of three daughters.
        • He is an avid tennis player and skier.
        • Adam supports a number of charities in his Westport, CT community.

         

        * Adam does not perform this function at UBS.

        • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
        • Forbes America’s Top Wealth Management Teams, 2022, 2023The 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, 2022, 2023The 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.

          • Private Wealth Advisor
          100 West Putnam Ave
          2nd Floor
          Greenwich, CT 06830
        • David Friedman

          David M. Friedman

          Vice President–Wealth Management

          Private Wealth Advisor

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          Private Wealth Advisor provides investment management and emotional insight
          David’s interest in the stock market began to take shape after a summer job at Goldman Sachs. After graduating from Colgate University with a B.A. in political science, David received his M.B.A. from Columbia Business School. David started his career at PricewaterhouseCoopers LLP. He joined UBS in 2010, where he attained the Private Wealth Advisor designation.

          David advises high net worth families and family offices on their strategic and tactical wealth management needs. He focuses primarily on comprehensive investment planning, asset allocation and generational wealth planning strategies. Advising clients on their financial affairs enables David to combine his passion for the markets with the desire to help families invest more wisely for the future. Having witnessed some wealthy families grappling with concerns about transferring their wealth and teaching their children about financial responsibility and philanthropy, David felt his skills would be exactly the right fit for the needs of his clients. In his work with divorcing spouses, David has found that those experiencing divorce need specific wealth and cash flow planning, as well as investment management advice as they address their future.

          “I take a personal interest in my clients and their lives. I strive to understand their emotional as well as their investment needs. To me, that’s what every Financial Advisor should bring to the table.”

          Past experience

          • Vice President, Bank of New York Mellon, Private Wealth division
          • Vice President, Accume Partners
          • Senior Consultant, PricewaterhouseCoopers LLP

          FINRA Registrations

          • Series 7 and 66 securities licenses
          • Health, life, variable annuity and variable life insurance licenses

          Life

          • David enjoys spending time with his wife and two children.
          • He is a former member of the Board of Trustees of Wagner College (NY) and a former member of the Board of Trustees of The Gladney Center for Adoption (TX).
          • David enjoys playing tennis, golf and downhill skiing.
          • Forbes America’s Top Wealth Management Teams, 2022, 2023The 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 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.

            • Private Wealth Advisor
            299 Park Avenue
            New York, NY 10171
          •  Marie Errico

            Marie Errico

            Vice President–Wealth Management

            Financial Advisor

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            Marie’s passion for investing started at a young age as she was drawn to the excitement of the markets. After spending her college summers interning at Prudential Securities, she graduated from Villanova University with a B.A. in Economics and started full time at Prudential. She then went on to continue building client relationships at Morgan Stanley. In 2007, Marie joined UBS and continues to leverage her 30+ years of wealth advisory experience to best collaborate with her team and serve her clients. 

            Marie’s focus has been and continues to be on portfolio management and asset allocation, ensuring each client is uniquely allocated to best meet their personal and financial goals, as no two clients are the same. She is motivated by and enjoys the long-lasting relationships she has built with her clients and their families. Her goal is to continue to strengthen these relationships and ensure clients feel well-positioned to reach their goals.

            “A relationship between a wealth advisor and a client is nothing without trust and commitment, listening to our clients is the first step in building a personal plan to meet their financial goals.”

            Past Experience

            • Vice President, Prudential Securities
            • Vice President, Morgan Stanley

             FINRA Registrations

            • Series 7, 63, 65 securities licenses

            Life

            •  Marie enjoys spending time with her husband and four children
            • She enjoys playing tennis and skiing

                  299 Park Avenue
                  New York, NY 10171
                • Michael

                  Michael O’Hara

                  Senior Vice President–Wealth Management

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                  Commitment and accountability as core values
                  Michael’s commitment to clients and the team is the driver of everything he does. He has significant background and experience in all facets of wealth management. Given his lifelong commitment to learning and staying abreast of the evolving industry, Michael works to develop a strong knowledge of the current financial industry landscape to leverage for the benefit of clients and their wealth planning situations.

                  Michael prides himself on doing what he says he is going to do and doing it in a timely manner. He feels it is important to provide clients with consistent support, insight and perspective in concert with each family’s wealth plan, making sure their concerns and goals are guiding the strategy.

                  Dedication and loyalty drive our vision
                  Michael understands that wealth management is about more than investing. Michael helps to create and implement the team’s investment vision, leading and executing in areas including fixed-income strategy, portfolio construction and alternative investments. In fact, he draws on the depth and breadth of UBS’s global resources—including tailored lending, family office services and research—to help address clients’ distinct challenges and concerns.

                  “I bring a holistic financial planning approach and patience with clients while addressing their concerns, especially during times of volatility.”

                   

                  Education and Credentials

                  •  B.S., business, Green Mountain College
                  •  M.B.A., , Hofstra University, Frank G. Zarb School of Business
                  •  Certified Financial PlannerTM
                  •  Certified Portfolio Manager® (CPM®)
                  •  Series 7 and 66 securities licenses
                  •  Life and health insurance licenses
                  • Forbes Best-in-State Wealth Management Teams, 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.

                      299 Park Avenue
                      New York, NY 10171
                    • Scott Stimac

                      Scott Stimac

                      Account Vice President

                      Senior Wealth Strategy Associate

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                      Scott is a Senior Wealth Strategy Associate and has been with the team since 1992. Prior to joining UBS in 2007, Scott worked for Lehman Brothers, PaineWebber and Morgan Stanley. He is involved with portfolio analysis, strategy implementation and provides market commentary and insight to the team. Scott holds his Series 7 and 63 securities licenses.

                            299 Park Avenue
                            New York, NY 10171
                          • Steven Cervino

                            Steven Cervino

                            Authorized Officer

                            Senior Wealth Strategy Associate

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                            Steven is a Senior Wealth Strategy Associate and focuses on equity research, asset allocation & strategy, manager due diligence and portfolio analytics. Prior to joining UBS in 2018, he spent 6 years at Morgan Stanley in Private Wealth Management as a consulting group & research analyst and in the Institutional Securities Group. Steven is a CFA charter holder and has his Series 7 and 66 securities licenses.  He graduated Magna Cum Laude from the University at Buffalo in 2012 with a Bachelor's degree in Finance.

                            Achievements

                            Certified Financial Analyst Charter Holder (CFA)

                                  100 West Putnam Ave
                                  2nd Floor
                                  Greenwich, CT 06830
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                                  Sophia Bicks

                                  Associate Director

                                  Senior Wealth Strategy Associate

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                                  Sophia is a Senior Wealth Strategy Associate and focuses on equity research, asset allocation & strategy, manager due diligence and portfolio analytics. Prior to joining UBS in 2023, she spent 3 years as an analyst in the Private Bank at J.P. Morgan, working alongside a team responsible for advising ultra-high net worth individuals and families on a range of wealth management matters, including asset allocation and investment portfolio construction, lending, and wealth transfer planning. Sophia holds her Series 7, 63, 66, and SIE FINRA securities licenses. She graduated from Boston College in 2020 with a Bachelor’s degree in Economics and enjoyed her time as a varsity coxswain on the rowing team. Sophia grew up in Ridgewood, NJ and now resides in New York City.

                                   

                                        299 Park Avenue
                                        New York, NY 10171
                                      • Mariann Cheung-Lee

                                        Mariann Cheung-Lee

                                        Authorized Officer

                                        Wealth Strategy Associate

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                                        Mariann is a Wealth Strategy Associate and has been with the team since 2001, having previously worked for Lebenthal and Morgan Stanley before joining UBS in 2007. Mariann holds her Series 7, 63, 65 securities licenses, as well as her NYS Insurance Licenses, and earned her B.A. in computer science from Fordham University.

                                              299 Park Avenue
                                              New York, NY 10171
                                            • Karleny Lugo-Dessis

                                              Karleny Lugo-Dessis

                                              Senior Client Associate

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                                                Karleny started her career as a Client Service Associate with the team when she joined the financial services industry in 2004. Prior to joining UBS, she worked for Morgan Stanley. Karleny earned her B.S. in management and accounting from Fordham University. She enjoys music and traveling.

                                                      299 Park Avenue
                                                      New York, NY 10171
                                                    •  Kristine Quiros

                                                      Kristine Quiros

                                                      Senior Client Associate

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                                                        Kristine joined the team in 2007 as a Client Service Associate after graduating from Stony Brook University with a B.A. in economics and business management. She supports the team’s administrative functions and provides excellent customer service. Outside of work she enjoys reading, traveling and donates her time to support New York Cares, Ronald McDonald House and the Pulmonary Fibrosis Foundation.

                                                              299 Park Avenue
                                                              New York, NY 10171
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                                                              Robert Bovasso

                                                              Client Associate

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                                                              • NE
                                                              • NH
                                                              • NJ
                                                              • NM
                                                              • NV
                                                              • NY
                                                              • OH
                                                              • OK
                                                              • OR
                                                              • PA
                                                              • PR
                                                              • RI
                                                              • SC
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                                                              • TN
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                                                              • UT
                                                              • VA
                                                              • VI
                                                              • VT
                                                              • WA
                                                              • WI
                                                              • WV
                                                              • WY

                                                              Robert has been working on the team as a Client Service Associate since 2021. He joined UBS in December 2018 in the Firm's Wealth Advice Center. Robert enjoys spending time with friends and family, exercising, and serving at his local church. Robert graduated from Wagner College in 2016 with a business degree (concentration in Finance with a minor in Economics). Robert holds his Series 7 and 66 securities licenses.

                                                                    299 Park Avenue
                                                                    New York, NY 10171
                                                                  • luis

                                                                    Luis Tavares

                                                                    Client Associate

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                                                                    • AK
                                                                    • AL
                                                                    • AR
                                                                    • AZ
                                                                    • CA
                                                                    • CO
                                                                    • CT
                                                                    • DC
                                                                    • DE
                                                                    • FL
                                                                    • GA
                                                                    • HI
                                                                    • IA
                                                                    • ID
                                                                    • IL
                                                                    • IN
                                                                    • KS
                                                                    • KY
                                                                    • LA
                                                                    • MA
                                                                    • MD
                                                                    • ME
                                                                    • MI
                                                                    • MN
                                                                    • MO
                                                                    • MS
                                                                    • MT
                                                                    • NC
                                                                    • ND
                                                                    • NE
                                                                    • NH
                                                                    • NJ
                                                                    • NM
                                                                    • NV
                                                                    • NY
                                                                    • OH
                                                                    • OK
                                                                    • OR
                                                                    • PA
                                                                    • PR
                                                                    • RI
                                                                    • SC
                                                                    • SD
                                                                    • TN
                                                                    • TX
                                                                    • UT
                                                                    • VA
                                                                    • VI
                                                                    • VT
                                                                    • WA
                                                                    • WI
                                                                    • WV
                                                                    • WY

                                                                    Luis is a Registered Client Service Associate and has been working on our team since 2021. Prior to joining UBS, Luis worked for Merrill Lynch in the firm's LATAM Private Wealth Management office and for Signature Securities Group. He served as a Registered Client Service Associate at both institutions. Luis began his Financial Services career with Citigroup in 2008. He enjoys travelling and playing softball.

                                                                          299 Park Avenue
                                                                          New York, NY 10171

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