Experience

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.

 Dan has been working with senior executives and business owners for over 23 years managing complex client relationships and their related extensive financial matters.  His professional experience and expertise encompasses working closely with clients and their professional advisors in developing comprehensive plans that ensure all investment planning issues, concentrated stock positions, and sales of privately owned business are addressed effectively.  He started his career in venture capital firm backed software/high tech companies in New York and California. He held senior executive operational and finance roles with a number of these venture backed companies which had successful exits. He decided after one of these exits to utilize his experience and apply it in an expanded role of finance and investments.  He joined Bernstein Global Wealth Management as an advisor and had a very successful transition and tenure with the firm and more importantly on behalf of his clients.   After six successful years at Bernstein he made the decision to leave because his clients needed a broader suite of comprehensive services which were not available at Bernstein.  Based on his success he was recruited by Barclays and continued working with his existing clients who are with him today at UBS.  At Barclays he partnered with former Bernstein colleagues who comprise his current partnership which was formed over 8 years ago and continues to grow successfully. Dan earned a B.A. from SUNY at Geneseo and an M.B.A in Finance from the Marshall School of Business at the University of Southern California, graduating with honors.  

Victoria has over 10 years of wealth management industry experience and she has worked with the team for over 8 years; she is also the team's newest partner.  She joined UBS as a Senior Wealth Strategy Associate and spent her years at Bernstein Global Wealth Management & Barclays Wealth Management in a number of client support and interface roles with increasing responsibility.  Victoria continues to build on her role as a partner and works closely with all clients of the team in a COO capacity.  She began her career in Finance at Morgan Stanley while working towards her graduate degree. Victoria earned both a B.S. in Engineering Management Systems and a Master’s Degree in Operations Research from Columbia University.