A positive impact for a lasting legacy

Private Wealth Management

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Evergreen
Integrated wealth planning

Integrated wealth planning

Client focused

Client focused

Investment management

Investment management

Evergreen Wealth Management

  • Bonnie Richards

    Bonnie Richards

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OK
    • PA
    • SD
    • TN
    • TX
    • VA
    • VT

    Prior to joining UBS, Bonnie spent over 15 years as a tax attorney and certified public accountant advising entrepreneurs, C-level executives and closely-held businesses however, does not perform this function at UBS. Her technical training and years of industry experience allow her to assist in the planning process as well as provide a full complement of expertise rarely available from one individual. Bonnie specializes in personal and corporate tax strategies. As the prior Chair of the American Bar Association Estate and Gift Tax Committee, Bonnie was engaged in current legislative decisions regarding tax and estate planning. Her committee was responsible for the dissemination of this information to attorneys and the public. Bonnie is also a former member of the Philadelphia, Pennsylvania and New Jersey Bar Associations, and serves on the Board of Directors for the Drexel University Advisory Leadership Council. Bonnie has an L.L.M. in taxation from New York University, a J.D. from Temple University and a B.S. from Drexel University, cum laude. She also studied international human rights law at Oxford University.

    Bonnie lives in Philadelphia with her husband, Phil, and their two daughters, Lucie and Catie.

    • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

      • Private Wealth Advisor
      • Family Office Consultant
      1285 Avenue Of The Americas
      New York, NY 10019
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      Robert Trocchia

      Client Associate

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        Prior to joining UBS, Robert worked at TD Bank in Montreal where he managed a team of Wealth Management Investment Representatives who supported clients with research, investment decisions, and trade execution. In Canada, Robert was a fully licensed equity, fixed income, and options trader responsible for supporting high-value clients, active traders, and options traders. He acted as a subject matter expert assisting the investment product development teams, as well as contributing to the development of trading investment systems and procedures.

        Robert graduated from Concordia University with a Bachelor of Commerce in Finance and is currently a CFA® Level III Candidate.

        Robert was born in Montreal and now lives in Hoboken with his wife, Amanda.

              1285 Avenue Of The Americas
              New York, NY 10019
            • Sarah Marr Headshot

              Sarah Marr

              Client Associate

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                Prior to joining UBS, Sarah worked as a research analyst, capital raising for alternative investment managers at Minard Capital. During that time, she worked alongside private wealth managers and family offices during their asset allocation processes, which prompted her career change to private wealth management. She then joined UBS Private Wealth Management in June of 2023.

                Sarah earned a B.S.B.A. with concentrations in International Business and Finance from Northeastern University, in Boston. Sarah also attended Westover School in Middlebury, Connecticut. 

                Sarah now lives in New York City.

                      1285 Avenue Of The Americas
                      New York, NY 10019

                    Private Wealth Management

                    Our extended Private Wealth Management resources include:

                    Portfolio Advisory Group.
                    Exclusively dedicated to sophisticated portfolio structuring, the group uses advanced quantitative analysis, proprietary research and dynamic diversification to fulfill your custom asset allocation.

                    Credit and liquidity solutions.
                    Through the extensive UBS Banking network you can access innovative credit solutions such as securities-backed lending, pre-IPO lending, mortgages and tailored financing.

                    CIO Wealth Management Research.
                    Our global research organization, with more than 900 professionals across UBS, is dedicated to helping you understand the global economy and make better investment decisions.

                    Advanced planning.
                    With extensive experience in wealth planning, estate tax and philanthropy, our planning analysts regularly evaluate how changes in the legislative and tax landscape might affect your wealth.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $3.9 trillion

                    In invested assets globally 
                    As of 12/31/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager