Relentlessly passionate. Committed to your well-being.

Private Wealth Management

Do the right thing. Four simple words, but to the Feldman Group, they are powerful words that inspire us each day. When it comes to helping our clients pursue the goals that matter, our team is relentlessly passionate about doing the right thing for you, your family and the legacy you’re building.

How do we work? By uncovering opportunities where others see challenges. Without reactive thinking or emotional bias, we address your priorities head on, connect you to expansive global resources within UBS Private Wealth Management and help you make informed decisions with confidence. From portfolio structuring and multigenerational planning to estate planning strategies and business transition solutions, nothing is more important to us than your financial well-being and taking care of the people and causes you value the most.

One relationship. All of Private Wealth Management.

You. Connected.

You. Connected.

We are members of the exclusive UBS Private Wealth Management division of our firm. As a Private Wealth team, we are well-positioned to access all that UBS offers—locally and globally—to connect you to the premier services, solutions and support you deserve.

• Private Wealth Management is the ultra-high net worth boutique division of UBS

• This select group of advisors is dedicated to serving the complex needs of our firm’s most successful clients

• We’re trained and experienced in providing advice that looks beyond the math and well beyond your investment portfolio

When it comes to caring for the family you love, the business you’ve built and the legacy you hope others will remember, we believe connection is the key to transforming ideas into actions.

Advising your entrepreneurial ventures

Launch. Grow. Exit with confidence.

Our experience helping entrepreneurs and founders launch, grow and exit their companies tells us that it’s best to connect sooner than later—well before any transition or sale takes place. We bring thoughtful planning insight and resources to every conversation, including:

Strategic exit opportunities
We can help prepare your business for the sale and identify an investment bank (within UBS or our external network of boutique IBs).

Transition and succession planning
We’ll explore and evaluate your potential options from an outright sale to recapitalization to an ESOP or leveraged buyout.

Pre-sale wealth planning
How might the deal structure impact your other goals? We can help you make the big decisions (and the small ones).

Post-sale wealth planning
The right post-sale strategy can help you to thoughtfully invest your after-tax proceeds, reallocate your assets in line with your goals and transition confidently to what’s next.

Family office solutions
We offer valuable resources to families considering options for managing their family’s wealth. Get exclusive access to a network of families, entrepreneurs and thought leaders.

Guiding exceptional families

Our multigenerational approach

From advising successful families to collaborating with their family office organizations, we have extensive experience with family wealth and the issues it can raise across generations. We also connect you to experts firmwide to help address critical concerns, including decisions about the transfer or sale of businesses, liquidity management, private foundations, trusts and philanthropy.

Our approach focuses on important conversations about what truly matters to you Those insights help inform our advice as we help you envision and plan for your future and shape a purposeful legacy.

Pursuing philanthropy in action

Change your community. Change the world.

Whether you are new to philanthropy or a veteran philanthropist, committed to community causes or initiatives worldwide, your wealth can be a powerful catalyst for positive change. As a Private Wealth team, we’re committed to helping you and your families develop a charitable giving program that reflects your vision and your values.

We can work with a dedicated team of philanthropy experts to address your current charitable goals and design a strategy for creating real impact in the world. We also engage other family members to provide education on philanthropy and participation strategies for the next generation.

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Private Wealth Advisors

Jason I. Feldman, CPWA, CIMA

Senior Vice President–Wealth Management

Private Wealth Advisor
Jason I. Feldman, CPWA, CIMA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

888-804-8467
View bio
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- RI
- TN
- TX
- VA
An insightful perspective
Jason Feldman believes that wealth management is more than just the wide range of financial services and solutions. It is how those services are developed and delivered to help you pursue your goals. That's why he offers a customized approach based on personal relationships and shaped by a clear understanding of what is important to his clients—their needs and aspirations.

Jason’s investment philosophy can be best described as “Contrarian.” After carefully reviewing and researching various investment opportunities, he will often shun investments that the general investment community seems unduly enthusiastic about while, instead, focusing his attention on those investments many investors appear comfortable ignoring. His portfolio management insights enable him to objectively evaluate third-party managers, and solutions using structured notes and structured certificates of deposit. The team taps this experience to provide clients with a holistic plan designed to help them pursue their financial goals.

Focus and credentials
Jason is among a select group of highly trained UBS Private Wealth Advisors who work with the firm’s most successful clients. Moreover, he has earned multiple professional credentials through institutions such as The Wharton School of Business at the University of Pennsylvania and The Booth School of Business at the University of Chicago that speak volumes about his knowledge, skill and passion. Doing so has deepened his advice across the wealth management spectrum, including advanced financial planning, portfolio evaluation, asset allocation, retirement and estate planning, as well as 401(k) consulting for businesses.

Outside of UBS
– Jason and his family live in New York City.
– He supports charities focused on children, the hungry, and the world famous NYC’s Village Halloween Parade.
– Jason is an avid tai chi practitioner.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
- Brooklyn College, Computer/information science, Finance and Economics
- Private Wealth Advisor
- Certified Private Wealth Advisor® (CPWA®)
- Senior Portfolio Manager
- Certified Investment Management Analyst®
1285 Avenue Of The Americas
New York, NY 10019
Carlos M. Raimundo, CFP

Wealth Strategy Associate
Carlos M. Raimundo, CFP

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-713-1042
View bio
- AL
- CA
- FL
- GA
- IL
- IN
- MA
- MD
- MI
- MO
- NJ
- NY
- PA
- RI
- TN
- TX
Focused on wealth strategy, operations and research
Currently the Wealth Strategy Associate and operations lead on the team, Carlos manages the team’s operational and administrative responsibilities, as well as working with Jason to design financial plans for their clients. Ever deepening his planning and “modeling” skills, he acquired his Certified Financial Planner^TM designation in addition to his industry licenses. Given his many years of diverse experience, Carlos often assists with the team’s more complex projects, helping Jason coordinate with client’s attorneys and accountants. He is an important contributor to those relationships. In more tactical work, Carlos provides the team with targeted research support for select investments and portfolios.

Early career
Carlos began his career as a mortgage banker while studying for his M.B.A. A training program at a small commercial bank led him to his next position as a branch manager. Moving to Fidelity Investments as a branch operations manager and then to Citigroup International as a banker servicing Brazilian Nationals, Carlos had acquired the breadth of experience and knowledge that serves him so well as a founding member of The Feldman Group at UBS.

Outside of UBS
– Carlos enjoys being part of a large extended family, often spending time with them.
– Being fluent in Portuguese, he works with his non-English-speaking community in public planning meetings, and helps them address their concerns regarding Real Estate development and the impact such projects will have on the community.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
- Seton Hall, M.B.A.
- CERTIFIED FINANCIAL PLANNER™
1285 Avenue Of The Americas
New York, NY 10019
Dilshad T. Chowdhury-Alam, CRPC

Senior Client Associate
Dilshad T. Chowdhury-Alam, CRPC

Senior Client Associate

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-713-9673
View bio
- NY
Pursuing her passion
Dilshad’s internship with the Feldman Group in 2010 during her senior year at Fordham gave her more than business experience. She found her passion for working with people, the markets and enthusiastically launched her career in wealth management.

Today as the Registered Client Service Associate for the team, Dilshad is Jason Feldman’s right hand. Jason can count on her to assist him in the day-to-day administration and operations of the group. She also works closely with him on portfolio reviews, trading activities, investment proposals and financial planning.

Outside of UBS
– Dilshad is a dedicated wife and mom.
– She is very active in her children’s school community and PTA.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
- Fordham University, B.A., economics and business management
- Chartered Retirement Planning Counselor
- Life accident and health insurance license
1285 Avenue Of The Americas
New York, NY 10019

Private Wealth Advisors

Jason I. Feldman, CPWA, CIMA

Senior Vice President–Wealth Management

Private Wealth Advisor
Jason I. Feldman, CPWA, CIMA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

888-804-8467
View bio
- AL
- AZ
- CA
- CO
- DC
- FL
- GA
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- RI
- TN
- TX
- VA
An insightful perspective
Jason Feldman believes that wealth management is more than just the wide range of financial services and solutions. It is how those services are developed and delivered to help you pursue your goals. That's why he offers a customized approach based on personal relationships and shaped by a clear understanding of what is important to his clients—their needs and aspirations.

Jason’s investment philosophy can be best described as “Contrarian.” After carefully reviewing and researching various investment opportunities, he will often shun investments that the general investment community seems unduly enthusiastic about while, instead, focusing his attention on those investments many investors appear comfortable ignoring. His portfolio management insights enable him to objectively evaluate third-party managers, and solutions using structured notes and structured certificates of deposit. The team taps this experience to provide clients with a holistic plan designed to help them pursue their financial goals.

Focus and credentials
Jason is among a select group of highly trained UBS Private Wealth Advisors who work with the firm’s most successful clients. Moreover, he has earned multiple professional credentials through institutions such as The Wharton School of Business at the University of Pennsylvania and The Booth School of Business at the University of Chicago that speak volumes about his knowledge, skill and passion. Doing so has deepened his advice across the wealth management spectrum, including advanced financial planning, portfolio evaluation, asset allocation, retirement and estate planning, as well as 401(k) consulting for businesses.

Outside of UBS
– Jason and his family live in New York City.
– He supports charities focused on children, the hungry, and the world famous NYC’s Village Halloween Parade.
– Jason is an avid tai chi practitioner.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
- Brooklyn College, Computer/information science, Finance and Economics
- Private Wealth Advisor
- Certified Private Wealth Advisor® (CPWA®)
- Senior Portfolio Manager
- Certified Investment Management Analyst®
1285 Avenue Of The Americas
New York, NY 10019
Carlos M. Raimundo, CFP

Wealth Strategy Associate
Carlos M. Raimundo, CFP

Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-713-1042
View bio
- AL
- CA
- FL
- GA
- IL
- IN
- MA
- MD
- MI
- MO
- NJ
- NY
- PA
- RI
- TN
- TX
Focused on wealth strategy, operations and research
Currently the Wealth Strategy Associate and operations lead on the team, Carlos manages the team’s operational and administrative responsibilities, as well as working with Jason to design financial plans for their clients. Ever deepening his planning and “modeling” skills, he acquired his Certified Financial Planner^TM designation in addition to his industry licenses. Given his many years of diverse experience, Carlos often assists with the team’s more complex projects, helping Jason coordinate with client’s attorneys and accountants. He is an important contributor to those relationships. In more tactical work, Carlos provides the team with targeted research support for select investments and portfolios.

Early career
Carlos began his career as a mortgage banker while studying for his M.B.A. A training program at a small commercial bank led him to his next position as a branch manager. Moving to Fidelity Investments as a branch operations manager and then to Citigroup International as a banker servicing Brazilian Nationals, Carlos had acquired the breadth of experience and knowledge that serves him so well as a founding member of The Feldman Group at UBS.

Outside of UBS
– Carlos enjoys being part of a large extended family, often spending time with them.
– Being fluent in Portuguese, he works with his non-English-speaking community in public planning meetings, and helps them address their concerns regarding Real Estate development and the impact such projects will have on the community.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
- Seton Hall, M.B.A.
- CERTIFIED FINANCIAL PLANNER™
1285 Avenue Of The Americas
New York, NY 10019
Dilshad T. Chowdhury-Alam, CRPC

Senior Client Associate
Dilshad T. Chowdhury-Alam, CRPC

Senior Client Associate

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-713-9673
View bio
- NY
Pursuing her passion
Dilshad’s internship with the Feldman Group in 2010 during her senior year at Fordham gave her more than business experience. She found her passion for working with people, the markets and enthusiastically launched her career in wealth management.

Today as the Registered Client Service Associate for the team, Dilshad is Jason Feldman’s right hand. Jason can count on her to assist him in the day-to-day administration and operations of the group. She also works closely with him on portfolio reviews, trading activities, investment proposals and financial planning.

Outside of UBS
– Dilshad is a dedicated wife and mom.
– She is very active in her children’s school community and PTA.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
- Fordham University, B.A., economics and business management
- Chartered Retirement Planning Counselor
- Life accident and health insurance license
1285 Avenue Of The Americas
New York, NY 10019

Trends and perspectives

Meet the man who saved Halloween

The famed New York City Village Halloween Parade almost didn't happen in 2021 but Private Wealth Advisor Jason I. Feldman stepped in.

Watch video

Planning for the sale of a closely held business

A road map to help facilitate the process

Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.

Learn more

Charitable Giving: Rules of the Road

An overview of philanthropic strategies and their impact to help you evaluate different options.

Read report

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Relentlessly passionate. Committed to your well-being.

The Feldman Group

One relationship. All of Private Wealth Management.

You. Connected.

Advising your entrepreneurial ventures

Guiding exceptional families

Pursuing philanthropy in action

Managing wealth is our craft

Private Wealth Advisors

Jason I. Feldman, CPWA, CIMA

Carlos M. Raimundo, CFP

Dilshad T. Chowdhury-Alam, CRPC

Private Wealth Advisors

Jason I. Feldman, CPWA, CIMA

Carlos M. Raimundo, CFP

Dilshad T. Chowdhury-Alam, CRPC

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Meet the man who saved Halloween

Planning for the sale of a closely held business

Charitable Giving: Rules of the Road

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