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?

Start the planning conversation

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

Guided by your plan and the goals that matter
Your comprehensive financial plan enables us to understand your long-term and short-term goals, your appetite for risk and provides an integrated view of your wealth, which will evolve over time. Planning is critical to our process as it helps inform your custom asset allocation.

Your comprehensive plan guides our investment recommendations. By using our proprietary “My Total Picture” technology, we can provide you a consolidated report on all of your assets—those held at UBS and others held away.

_{The My Total Picture service enables UBS to retrieve information about your non-UBS accounts (“Outside Accounts”) at your direction from the other financial institutions’ websites. The service is provided for your convenience and information only. Unless we agree in writing otherwise, UBS does not provide advice or recommendations with respect to your Outside Accounts and is not responsible for activity or transactions you conduct in your Outside Accounts. UBS does not verify the holdings, valuations or other information we receive about your Outside Accounts. UBS Financial Services Inc.’s SIPC coverage and supplemental SIPC insurance only apply to eligible assets held by UBS Financial Services Inc.}

Market perspective

We don’t just transact trades

We invest for clients, their families and their future. When it comes to structuring your portfolio, we are decisive thinkers who thoroughly study markets, trends and companies to navigate volatility and identify opportunities.

Working with an extensive UBS network of specialists in estate planning, structured solutions, portfolio advisory services and lending services complements and deepens the advice we offer. To help navigate volatile markets, we strive to align risk with your specific goals and timeframe.

Access

The global resources of UBS Private Wealth Management

We are a seasoned team within UBS Private Wealth Management, an exclusive division comprised of UBS Advisors differentiated by their extensive training and focus on clients with significant and complex wealth.

Our access to resources, solutions and senior decision-makers helps us serve you better. Supported by our firm’s 150-year tradition of guiding generations of sophisticated families, we are well-positioned to advise you on every critical priority of your financial life.

What's more, through our collaboration with the Family Office Solutions Group and more than 20 subject matter experts, we bring you the best of UBS insight and expertise to help you grow your wealth, and explore unique opportunities available to ultra-high net worth individuals. With this access to professionals who are dedicated to working with families just like yours, we believe there’s no better platform for us to curate advice specifically for your complex needs, across generations.

The value of a Family Office Consultant (FOC)

In addition to their investment expertise, Chris Errico, Sean Kilduff and Adam Galaburda are among a select group of Private Wealth Advisors (PWAs) who have earned the Family Office Consultant business designation. They have demonstrated the knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges their clients face, Chris, Sean and Adam, as PWAs and FOCs, align specific needs to the full suite of UBS capabilities.

A partner for your life vision
The UBS Family Office Solutions Group brings an integrated approach to address entire life needs.

Learn more

Recognized as an industry leader

R. Christopher Errico

Forbes Best-in-State Wealth Advisors , 2018, 2019, 2020, 2021, 2022
The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. The advisor paid a fee to display the rating logo in connection with the award.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Recognized as industry leaders

Adam Galaburda and Sean Kilduff

Forbes Best-in-State Wealth Advisors , 2022
The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. The advisors paid a fee to display the rating logo in connection with the award.

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

Managing Director

Private Wealth Advisor
View bio Industry recognition
- 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
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 March and is 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, 2022The 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, 2022The 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, 2022The 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, 2022The 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, 2023The 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

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- 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
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, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams, 2022The 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, 2022The 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, 2023The 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

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- 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
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. He is also currently a member of the firm’s UBS President’s Council.

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, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams, 2022The 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, 2022The 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, 2023The 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 M. Friedman

Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- 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
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, 2022The 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, 2023The 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

Senior Wealth Strategy Associate
View bio
- 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
Marie has had a 30-year history of working with ultra high net worth clients. Prior to joining UBS in 2007, she worked at Prudential Securities, Lehman Brothers and Morgan Stanley. She earned her B.S. in economics from Villanova University.

Marie is involved with portfolio review and trading for various accounts. She is motivated by and enjoys the long-lasting relationships that she has built and continues to build with her clients. Her goal is to help her clients achieve their goals.

Past experience
- Vice President, Prudential Securities
- Vice President, Morgan Stanley Wealth Management
FINRA Registrations
- Series 7, 63 and 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
Scott Stimac

Account Vice President

Senior Wealth Strategy Associate
View bio
- 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
Scott is a Senior Wealth Strategy Associate and has 22 years of experience working with the team. 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

R. Christopher Errico

Managing Director

Private Wealth Advisor
View bio Industry recognition
- 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
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 March and is 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, 2022The 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, 2022The 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, 2022The 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, 2022The 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, 2023The 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

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- 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
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, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams, 2022The 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, 2022The 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, 2023The 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

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- 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
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. He is also currently a member of the firm’s UBS President’s Council.

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, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Forbes America’s Top Wealth Management Teams, 2022The 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, 2022The 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, 2023The 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 M. Friedman

Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- 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
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, 2022The 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, 2023The 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

Senior Wealth Strategy Associate
View bio
- 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
Marie has had a 30-year history of working with ultra high net worth clients. Prior to joining UBS in 2007, she worked at Prudential Securities, Lehman Brothers and Morgan Stanley. She earned her B.S. in economics from Villanova University.

Marie is involved with portfolio review and trading for various accounts. She is motivated by and enjoys the long-lasting relationships that she has built and continues to build with her clients. Her goal is to help her clients achieve their goals.

Past experience
- Vice President, Prudential Securities
- Vice President, Morgan Stanley Wealth Management
FINRA Registrations
- Series 7, 63 and 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
Scott Stimac

Account Vice President

Senior Wealth Strategy Associate
View bio
- 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
Scott is a Senior Wealth Strategy Associate and has 22 years of experience working with the team. 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

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R. Christopher Errico

Sean Kilduff

Adam Galaburda

David M. Friedman

Marie Errico

Scott Stimac