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 clients and their families.

Learn more

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 April based on information from the prior year Q4.
- 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 Hall of Fame, 2019
  The Barron's rating is awarded annually in June/July 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, 2024
  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, 2023, 2024The 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 (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 Wealth Advisors, 2016, 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.
- Private Wealth Advisor
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

christopher.errico@ubs.com

R. Christopher Errico

100 West Putnam Ave,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, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- 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, 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.
- Private Wealth Advisor
299 Park Avenue
New York, NY 10017

sean.kilduff@ubs.com

Sean Kilduff

299 Park Avenue,New York,NY,10017
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.

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.
- 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, 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.
- Private Wealth Advisor
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

adam.galaburda@ubs.com

Adam Galaburda

100 West Putnam Ave,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 (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 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 10017

david.m.friedman@ubs.com

David M. Friedman

299 Park Avenue,New York,NY,10017
Marie Errico

Vice President–Wealth Management

Financial Advisor
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’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 10017

marie.errico@ubs.com

Marie Errico

299 Park Avenue,New York,NY,10017
Michael O’Hara, CFP, CPM

Senior 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
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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 America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 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 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.
- Private Wealth Advisor
299 Park Avenue
New York, NY 10017

michael.ohara@ubs.com

Michael O’Hara, CFP, CPM

299 Park Avenue,New York,NY,10017

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 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 10017

scott.stimac@ubs.com

Scott Stimac

299 Park Avenue,New York,NY,10017
Steven Cervino

Authorized Officer

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
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

steven.cervino@ubs.com

Steven Cervino

100 West Putnam Ave,Greenwich,CT,06830
Sophia Bicks

Associate Director

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
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 10017

sophia.bicks@ubs.com

Sophia Bicks

299 Park Avenue,New York,NY,10017
John 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
Jack is a Senior Wealth Strategy Associate who focuses on equity research, asset allocation and strategy, manager due diligence and portfolio analytics. Prior to joining the team in 2024, he spent 2 years in UBS' junior talent program rotating over five desks within Wealth Management. Jack holds his Series 7, 66, and SIE FINRA securities licenses. He graduated from Southern Methodist University with a B. A. in finance. He enjoys playing golf and fishing.
299 Park Avenue
New York, NY 10017

jack.errico@ubs.com

John Errico

299 Park Avenue,New York,NY,10017
Mariann Cheung-Lee

Authorized Officer

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
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 10017

mariann.cheung-lee@ubs.com

Mariann Cheung-Lee

299 Park Avenue,New York,NY,10017
Karleny Lugo-Dessis

Senior Client Associate
View bio
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 10017

karleny.lugo-dessis@ubs.com

Karleny Lugo-Dessis

299 Park Avenue,New York,NY,10017

Kristine Quiros

Senior Client Associate
View bio
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 10017

kristine.quiros@ubs.com

Kristine Quiros

299 Park Avenue,New York,NY,10017
Robert Bovasso

Client 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
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 10017

robert.bovasso@ubs.com

Robert Bovasso

299 Park Avenue,New York,NY,10017
Luis Tavares

Client 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
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 10017

luis.tavares@ubs.com

Luis Tavares

299 Park Avenue,New York,NY,10017

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 April based on information from the prior year Q4.
- 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 Hall of Fame, 2019
  The Barron's rating is awarded annually in June/July 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, 2024
  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, 2023, 2024The 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 (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 Wealth Advisors, 2016, 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.
- Private Wealth Advisor
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

christopher.errico@ubs.com

R. Christopher Errico

100 West Putnam Ave,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, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
- 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, 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.
- Private Wealth Advisor
299 Park Avenue
New York, NY 10017

sean.kilduff@ubs.com

Sean Kilduff

299 Park Avenue,New York,NY,10017
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.

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.
- 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, 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.
- Private Wealth Advisor
100 West Putnam Ave
2nd Floor
Greenwich, CT 06830

adam.galaburda@ubs.com

Adam Galaburda

100 West Putnam Ave,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 (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 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 10017

david.m.friedman@ubs.com

David M. Friedman

299 Park Avenue,New York,NY,10017
Marie Errico

Vice President–Wealth Management

Financial Advisor
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’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 10017

marie.errico@ubs.com

Marie Errico

299 Park Avenue,New York,NY,10017
Michael O’Hara, CFP, CPM

Senior 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
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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 America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 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 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.
- Private Wealth Advisor
299 Park Avenue
New York, NY 10017

michael.ohara@ubs.com

Michael O’Hara, CFP, CPM

299 Park Avenue,New York,NY,10017
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 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 10017

scott.stimac@ubs.com

Scott Stimac

299 Park Avenue,New York,NY,10017
Steven Cervino

Authorized Officer

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
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

steven.cervino@ubs.com

Steven Cervino

100 West Putnam Ave,Greenwich,CT,06830
Sophia Bicks

Associate Director

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
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 10017

sophia.bicks@ubs.com

Sophia Bicks

299 Park Avenue,New York,NY,10017
John 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
Jack is a Senior Wealth Strategy Associate who focuses on equity research, asset allocation and strategy, manager due diligence and portfolio analytics. Prior to joining the team in 2024, he spent 2 years in UBS' junior talent program rotating over five desks within Wealth Management. Jack holds his Series 7, 66, and SIE FINRA securities licenses. He graduated from Southern Methodist University with a B. A. in finance. He enjoys playing golf and fishing.
299 Park Avenue
New York, NY 10017

jack.errico@ubs.com

John Errico

299 Park Avenue,New York,NY,10017
Mariann Cheung-Lee

Authorized Officer

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
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 10017

mariann.cheung-lee@ubs.com

Mariann Cheung-Lee

299 Park Avenue,New York,NY,10017
Karleny Lugo-Dessis

Senior Client Associate
View bio
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 10017

karleny.lugo-dessis@ubs.com

Karleny Lugo-Dessis

299 Park Avenue,New York,NY,10017
Kristine Quiros

Senior Client Associate
View bio
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 10017

kristine.quiros@ubs.com

Kristine Quiros

299 Park Avenue,New York,NY,10017
Robert Bovasso

Client 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
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 10017

robert.bovasso@ubs.com

Robert Bovasso

299 Park Avenue,New York,NY,10017
Luis Tavares

Client 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
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 10017

luis.tavares@ubs.com

Luis Tavares

299 Park Avenue,New York,NY,10017

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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."

Straightforward advice from a pragmatic team

Asset allocation

Market perspective

Access

Request your report

Thank you! Your request has been submitted.

The value of a Family Office Consultant (FOC)

Request your report

Thank you! Your request has been submitted.

Experience. Makes all the difference.

R. Christopher Errico

Sean Kilduff

Adam Galaburda

David M. Friedman

Marie Errico

Michael O’Hara, CFP, CPM

Scott Stimac

Steven Cervino

Sophia Bicks

John Errico

Mariann Cheung-Lee

Karleny Lugo-Dessis

Kristine Quiros

Robert Bovasso

Luis Tavares

R. Christopher Errico

Sean Kilduff

Adam Galaburda

David M. Friedman

Marie Errico

Michael O’Hara, CFP, CPM

Scott Stimac

Steven Cervino

Sophia Bicks

John Errico

Mariann Cheung-Lee

Karleny Lugo-Dessis

Kristine Quiros

Robert Bovasso

Luis Tavares

*

*

Education

Credentials

*

*

Education

Credentials

*

*

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Insights

*

Start the conversation

Thank you! Your request has been submitted.