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.

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Integrated wealth planning

The lives of today’s wealthy families are complex. It’s more important than ever to have the steady guidance of an experienced team that understands the challenges you face throughout life’s important personal and business milestones.

Planning for every phase of life.
With our team’s extensive private wealth background, we bring an experienced perspective to both financial and estate planning strategies. Through our Integrated Wealth Planning process, we help prioritize your goals, establish your proper asset allocation, manage risk, and assess estate and charitable planning strategies.

Constant improvement is a core value.
As suggested by the Japanese philosophy of Kaizen, we believe in the practice of continuous improvement to our processes and results. This leads us to consistently anticipate needs and striving to deliver beyond expectations.

A boutique practice within a global leader.
Our intimate and dedicated team draws upon the heritage of UBS AG, one of the world’s leading wealth management firms built on a 150-year tradition of serving some of today’s wealthiest individuals and families. This dynamic worldwide presence provides us with extensive reach and the advantage of the firm’s global perspective, insights and resources.

Client focused

Our level of caring and understanding has earned our clients’ lifelong trust. It has created strong bonds across generations. They count on us for comprehensive planning, credit and lending, insurance and liability management, education planning and wealth transfer strategies.

Understanding entrepreneurs.
We work with a select number of entrepreneurial-minded clients and private business owners who value our ability to speak knowledgeably about their professional ventures. We address the full cycle of business needs from strategic business financing to discretionary portfolio management to succession and exit strategies.

Family office services.
Families with significant wealth demand a flexible, customizable investment platform, along with a broad array of family office-like services. We provide a dedicated organization to bridge the generations within a family in order to create continuity and deliver a structure that is focused on preserving wealth and creating opportunities.

Working with your family office.
Working with the UBS Global Family Office group, we seamlessly integrate comprehensive wealth management with institutional-level business solutions for family offices. In addition, our Family Advisory group offers advice on family decision making, business and generational transitions, wealth transfer and family office governance.

Investment management

Our disciplined process begins with a complete understanding of your priorities, provides execution and delivers tangible results. We work prudently to help ensure your security by maintaining a keen awareness of risk tolerance and a strict adherence to asset diversification.

Sustainable investing.
Investing sustainably is a powerful and effective way to drive positive change in society without having to compromise your financial return. Each asset class—including equities, fixed income and alternative investments— has sustainable options that achieve risk and return outcomes as good or better than conventional investments.

Asset allocation focused on mitigating risk.
By listening and aligning with your objectives, we focus on asset allocation strategies that allow for sensible growth and help mitigate risk. As we implement your investment strategy, we communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.

Helping to safeguard multigenerational wealth.
When planning your estate or building your legacy, our team will work with you and family members to provide education on philanthropy and participation strategies for the next generation. In that way, you care for future generations and charitable organizations with the least possible tax impact and expense.

Evergreen Wealth Management

Bonnie Richards

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- 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
Robert Trocchia

Client Associate
View bio
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

Client Associate
View bio
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

Bonnie Richards

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- 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
Robert Trocchia

Client Associate
View bio
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

Client Associate
View bio
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

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A positive impact for a lasting legacy

Integrated wealth planning

Client focused

Investment management

Evergreen Wealth Management

Bonnie Richards

Robert Trocchia

Sarah Marr

Bonnie Richards

Robert Trocchia

Sarah Marr

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Private Wealth Management

Backed by the strength of UBS

A global leader in wealth management

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