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One relationship. All of UBS.

Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

George Kolodka

Senior Vice President–Wealth Management
View bio
- CA
- CO
- CT
- FL
- ID
- MD
- ME
- NC
- NJ
- NY
- PA
- RI
- SC
- TX
- VA
George has over 35 years of experience specifically in investment management working as both a portfolio manager and senior wealth advisor. He started his career at Dreyfus and quickly rose to a management position in their UHNW group, Dreyfus Direct. From there he moved on to an Officer position at The First National Bank of Boston Trust & Investment Division. Based on his continued success in Boston he was recruited back to New York by a private investment management firm, American Asset Management, where he worked closely with global clients and managed portfolios. He later joined Haven Capital Management - a Goldman Sachs spin-off in a similar senior capacity working with institutional and individual clients. George was subsequently recruited by State Street Global Advisors for a senior role as a Principal in their NY office. After 20 years on the “buy side” in investment management, George decided he enjoyed his work with individual investors and their families most and joined Bernstein Global Wealth Management where he was a Principal and Senior Advisor for almost a decade. As the financial industry changed and evolved post 2008, it became very clear that many of his clients were outgrowing the Bernstein proprietary platform and he needed a broader global platform to provide a more comprehensive objective solution to his valued client relationships. In 2010 he joined Barclays Wealth Management as a Director and continued to serve UHNW clients including most of his Bernstein clients who are with him at UBS today. Eventually, Barclays made the decision to exit the wealth business and George and his partners decided to find a world class broad platform with global resources that was a better fit for the approach he believes serves client interests best. He joined UBS in early 2015 with his current team and business partners. George received a B.S. degree from St. Peter’s College and attended Fordham University’s Graduate School of Business.
- St. Peter’s College, B.S.
299 Park Avenue
New York, NY 10171

george.kolodka@ubs.com

George Kolodka

299 Park Avenue,New York,NY,10171
Victoria Saylor

Senior Wealth Strategy Associate

Relationship Manager
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OK
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
Victoria is a Senior Wealth Strategy Associate and Relationship Manager, bringing over 15 years of experience in wealth management. She is adept at delivering tailored investment solutions to clients, ensuring they achieve their financial goals. Victoria's expertise spans investment management, portfolio construction and analysis, manager due diligence, financial planning, and alternative investments.

Before joining UBS, Victoria gained valuable experience at Bernstein Global Wealth Management and Barclays Wealth Management. She began her career in finance at Morgan Stanley while earning her graduate degree. Victoria holds both a Bachelor of Science and a Master’s Degree from Columbia University's School of Engineering and Applied Science.

Originally from outside of Philadelphia, Victoria now lives in Brooklyn with her husband Noah and their two King Charles cavaliers, Annie and Melvin. In her free time, Victoria is an avid traveler, exploring different countries and immersing herself in diverse cultures. She also has a passion for cooking and curling up with a good book.
- Relationship Manager
299 Park Avenue
New York, NY 10017

victoria.saylor@ubs.com

Victoria Saylor

299 Park Avenue,New York,NY,10017

Elizabeth Cribbs

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

Professional History
As part of the UBS Family Advisory and Philanthropy Services team, Elizabeth serves as a thought partner to advisors and their client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS, Elizabeth served in a dual capacity as President of the Neuberger Berman Foundation and Head of Corporate Social Responsibility from 2012 to 2019, leading all aspects of Neuberger Berman’s global philanthropic efforts, with a focus on education, workforce development and employee engagement. In 2018 she launched the firm’s client Philanthropic Advisory Services practice and co-chaired the firm’s Environmental, Social and Governance (ESG) Advisory committee from 2012 to 2016. She also served as a board member of the Neuberger Berman Foundation from 2009 – 2019.

Prior to this, Elizabeth worked at Lehman Brothers as a Senior Vice President of Corporate Philanthropy with a focus on the arts and strategic community partnerships. Before this, Elizabeth spent ten years at HSBC North America, where she served in various leadership roles in strategic planning; internal consulting; and community and philanthropic services. Elizabeth began her career in the audit group at Coopers & Lybrand LLP as a Certified Public Accountant. Liz is also Series 7 and 63 licensed.

Community Leadership
Elizabeth serves as Vice Chair of the New York City Youth Board, which advises the Department of Youth and Community Development on its programs. She is also a member of the Executive Committee of Enterprise Community Partners New York Advisory Board, whose mission is helping families find safe, affordable housing, connected to opportunity.

Education
Elizabeth has a Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania and a Master in Public Policy from the Kennedy School of Government at Harvard University.
Emily Lau

Executive Director

Wealth Planning Strategist

View bio

Responsibilities & Professional History

Emily is a Wealth Planning Strategist in our Manhattan and Soundview markets. In
this capacity Emily is responsible for providing Financial Advisors and their ultrahigh
net worth clients with unbiased, product neutral, advanced planning
strategies, design and implementation. As an advanced financial planner, she
provides expertise in the following areas:
• Estate and multi-generational planning
• Retirement income and cash flow analysis
• Business continuity and succession planning
• Charitable giving strategies
• Executive compensation and benefit strategies
• Special needs and disability planning
Utilizing the wealth planning framework, Emily aims to deliver the full breadth of UBS
services to aid clients in achieving their wealth planning goals.

Past experience

Emily has held various roles within UBS through her long tenure at the firm. Prior to her
current role, Emily headed up the Wealth Planning Specialists. In that role she led a team
of wealth planners working with FAs and high net worth clients. Emily was also a Senior
Wealth Strategy Associate on a team that had $1 billion assets under management. In
that capacity, she was responsible for the development, delivery, and implementation of
comprehensive financial plans for clients.

Education

Emily received her Bachelor of Science from Carnegie Mellon University with a
concentration in finance. She is a CERTIFIED FINANCIAL PLANNER™ and a Chartered
Financial Consultant®. Emily has a Series 7 and Series 66 with FINRA and her life
and health insurance licenses

Life

Emily lives in New York with her husband, son, and their two cats.
Michael Ury

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Michael joined UBS Bank USA in 2017 and he is currently a Senior Wealth Management Banker covering the Manhattan Private Wealth Management Market.

Michael has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Michael began his career in financial services in 1998. Prior to joining UBS, He has had successful prior careers with The Private Bank at Wells Fargo, Morgan Stanley Private Bank and Merrill Lynch. His various roles included Private Banker, Regional Manager and Head of Business Development. Michael has spent the bulk of his career partnering with Financial Advisors and their high-net-worth clients to provide lending solutions.

Education and personal information

In Michael’s role as a Senior Wealth Management Banker his NMLS # is 398130. He holds his Series 7, 24, 56 and 66 securities licenses. He also holds an MBA from Fairleigh Dickinson University in Corporate Finance in Teaneck, NJ.

Outside of the office, he enjoys coaching his kids' sports teams and skiing.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Andrea Sanft

Executive Director

Senior Wealth Strategist

View bio

Andrea works with ultra-high net worth clients of UBS and their financial advisors on issues involving domestic and international estate and tax planning, business succession, wealth transfer, international cross border issues and philanthropic objectives. She focuses on developing and helping clients implement comprehensive strategies to facilitate the preservation, transfer, and management of wealth. Andrea performs thorough reviews of clients' estate planning documents to ensure that each plan accurately reflects the family's goals and objectives in a tax-efficient manner.

Prior to joining UBS in March of 2024, Andrea was a senior wealth strategist for Morgan Stanley Private Wealth Management. Prior to that, she practiced law in the Private Client department of Paul, Weiss, Rifkind, Wharton and Garrison, LLP for over 15 years.

Education
Andrea has an LL.M. in Tax from Boston University and J.D. from St. John’s University School of Law.

George Kolodka

Senior Vice President–Wealth Management
View bio
- CA
- CO
- CT
- FL
- ID
- MD
- ME
- NC
- NJ
- NY
- PA
- RI
- SC
- TX
- VA
George has over 35 years of experience specifically in investment management working as both a portfolio manager and senior wealth advisor. He started his career at Dreyfus and quickly rose to a management position in their UHNW group, Dreyfus Direct. From there he moved on to an Officer position at The First National Bank of Boston Trust & Investment Division. Based on his continued success in Boston he was recruited back to New York by a private investment management firm, American Asset Management, where he worked closely with global clients and managed portfolios. He later joined Haven Capital Management - a Goldman Sachs spin-off in a similar senior capacity working with institutional and individual clients. George was subsequently recruited by State Street Global Advisors for a senior role as a Principal in their NY office. After 20 years on the “buy side” in investment management, George decided he enjoyed his work with individual investors and their families most and joined Bernstein Global Wealth Management where he was a Principal and Senior Advisor for almost a decade. As the financial industry changed and evolved post 2008, it became very clear that many of his clients were outgrowing the Bernstein proprietary platform and he needed a broader global platform to provide a more comprehensive objective solution to his valued client relationships. In 2010 he joined Barclays Wealth Management as a Director and continued to serve UHNW clients including most of his Bernstein clients who are with him at UBS today. Eventually, Barclays made the decision to exit the wealth business and George and his partners decided to find a world class broad platform with global resources that was a better fit for the approach he believes serves client interests best. He joined UBS in early 2015 with his current team and business partners. George received a B.S. degree from St. Peter’s College and attended Fordham University’s Graduate School of Business.
- St. Peter’s College, B.S.
299 Park Avenue
New York, NY 10171

george.kolodka@ubs.com

George Kolodka

299 Park Avenue,New York,NY,10171
Victoria Saylor

Senior Wealth Strategy Associate

Relationship Manager
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OK
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- WA
Victoria is a Senior Wealth Strategy Associate and Relationship Manager, bringing over 15 years of experience in wealth management. She is adept at delivering tailored investment solutions to clients, ensuring they achieve their financial goals. Victoria's expertise spans investment management, portfolio construction and analysis, manager due diligence, financial planning, and alternative investments.

Before joining UBS, Victoria gained valuable experience at Bernstein Global Wealth Management and Barclays Wealth Management. She began her career in finance at Morgan Stanley while earning her graduate degree. Victoria holds both a Bachelor of Science and a Master’s Degree from Columbia University's School of Engineering and Applied Science.

Originally from outside of Philadelphia, Victoria now lives in Brooklyn with her husband Noah and their two King Charles cavaliers, Annie and Melvin. In her free time, Victoria is an avid traveler, exploring different countries and immersing herself in diverse cultures. She also has a passion for cooking and curling up with a good book.
- Relationship Manager
299 Park Avenue
New York, NY 10017

victoria.saylor@ubs.com

Victoria Saylor

299 Park Avenue,New York,NY,10017

Elizabeth Cribbs

Executive Director

Senior Strategist - Family Advisory and Philanthropy Services

View bio

Professional History
As part of the UBS Family Advisory and Philanthropy Services team, Elizabeth serves as a thought partner to advisors and their client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Prior to joining UBS, Elizabeth served in a dual capacity as President of the Neuberger Berman Foundation and Head of Corporate Social Responsibility from 2012 to 2019, leading all aspects of Neuberger Berman’s global philanthropic efforts, with a focus on education, workforce development and employee engagement. In 2018 she launched the firm’s client Philanthropic Advisory Services practice and co-chaired the firm’s Environmental, Social and Governance (ESG) Advisory committee from 2012 to 2016. She also served as a board member of the Neuberger Berman Foundation from 2009 – 2019.

Prior to this, Elizabeth worked at Lehman Brothers as a Senior Vice President of Corporate Philanthropy with a focus on the arts and strategic community partnerships. Before this, Elizabeth spent ten years at HSBC North America, where she served in various leadership roles in strategic planning; internal consulting; and community and philanthropic services. Elizabeth began her career in the audit group at Coopers & Lybrand LLP as a Certified Public Accountant. Liz is also Series 7 and 63 licensed.

Community Leadership
Elizabeth serves as Vice Chair of the New York City Youth Board, which advises the Department of Youth and Community Development on its programs. She is also a member of the Executive Committee of Enterprise Community Partners New York Advisory Board, whose mission is helping families find safe, affordable housing, connected to opportunity.

Education
Elizabeth has a Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania and a Master in Public Policy from the Kennedy School of Government at Harvard University.
Emily Lau

Executive Director

Wealth Planning Strategist

View bio

Responsibilities & Professional History

Emily is a Wealth Planning Strategist in our Manhattan and Soundview markets. In
this capacity Emily is responsible for providing Financial Advisors and their ultrahigh
net worth clients with unbiased, product neutral, advanced planning
strategies, design and implementation. As an advanced financial planner, she
provides expertise in the following areas:
• Estate and multi-generational planning
• Retirement income and cash flow analysis
• Business continuity and succession planning
• Charitable giving strategies
• Executive compensation and benefit strategies
• Special needs and disability planning
Utilizing the wealth planning framework, Emily aims to deliver the full breadth of UBS
services to aid clients in achieving their wealth planning goals.

Past experience

Emily has held various roles within UBS through her long tenure at the firm. Prior to her
current role, Emily headed up the Wealth Planning Specialists. In that role she led a team
of wealth planners working with FAs and high net worth clients. Emily was also a Senior
Wealth Strategy Associate on a team that had $1 billion assets under management. In
that capacity, she was responsible for the development, delivery, and implementation of
comprehensive financial plans for clients.

Education

Emily received her Bachelor of Science from Carnegie Mellon University with a
concentration in finance. She is a CERTIFIED FINANCIAL PLANNER™ and a Chartered
Financial Consultant®. Emily has a Series 7 and Series 66 with FINRA and her life
and health insurance licenses

Life

Emily lives in New York with her husband, son, and their two cats.
Michael Ury

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Michael joined UBS Bank USA in 2017 and he is currently a Senior Wealth Management Banker covering the Manhattan Private Wealth Management Market.

Michael has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Michael began his career in financial services in 1998. Prior to joining UBS, He has had successful prior careers with The Private Bank at Wells Fargo, Morgan Stanley Private Bank and Merrill Lynch. His various roles included Private Banker, Regional Manager and Head of Business Development. Michael has spent the bulk of his career partnering with Financial Advisors and their high-net-worth clients to provide lending solutions.

Education and personal information

In Michael’s role as a Senior Wealth Management Banker his NMLS # is 398130. He holds his Series 7, 24, 56 and 66 securities licenses. He also holds an MBA from Fairleigh Dickinson University in Corporate Finance in Teaneck, NJ.

Outside of the office, he enjoys coaching his kids' sports teams and skiing.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Andrea Sanft

Executive Director

Senior Wealth Strategist

View bio

Andrea works with ultra-high net worth clients of UBS and their financial advisors on issues involving domestic and international estate and tax planning, business succession, wealth transfer, international cross border issues and philanthropic objectives. She focuses on developing and helping clients implement comprehensive strategies to facilitate the preservation, transfer, and management of wealth. Andrea performs thorough reviews of clients' estate planning documents to ensure that each plan accurately reflects the family's goals and objectives in a tax-efficient manner.

Prior to joining UBS in March of 2024, Andrea was a senior wealth strategist for Morgan Stanley Private Wealth Management. Prior to that, she practiced law in the Private Client department of Paul, Weiss, Rifkind, Wharton and Garrison, LLP for over 15 years.

Education
Andrea has an LL.M. in Tax from Boston University and J.D. from St. John’s University School of Law.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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Let’s build the future of multicultural wealth. Together.

Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

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UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Local focus. Global access.

Pursuing your goals together

George Kolodka

Victoria Saylor

Elizabeth Cribbs

Emily Lau

Michael Ury

Andrea Sanft