Guiding endowments and foundations forward

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Eric joined UBS as a Managing Director – Wealth Management, having most recently served as a Managing Director and Senior Banker at J.P. Morgan Chase. At UBS, Eric will continue to advise CEOs, founders, and ultra high net worth families and organizations in New York, just as he has since 2010. Eric and his team are responsible for all aspects of the client relationship, including strategic advice, investments, banking, risk management and succession planning strategies.

Before becoming an important member of the NYC business community, Eric was elected to serve in the New York City Council, representing Queens from 2002-2009. As a Councilman, he chaired the Committee on Oversight & Investigations, conducting more than 50 inquiries that helped the passage of important laws and increasing government accountability. Prior to his service as a Councilman, Eric served in the White House as a law clerk to the Deputy White House Counsel and practiced law at Milbank, Tweed, Hadley & McCloy.

Apart from UBS, Eric is an adjunct professor at the NYU College of Arts and Sciences and CUNY’s Macauley Honors College. For ten years, he has taught seminars on public policy and the future of New York. He previously served on the boards of MoMA PSI, the Museum of the Moving Image and Chess in the Schools. Now, he serves as a trustee of the Marymount School of NY and on the board of the Queens Library Foundation.

Eric is a graduate of NYU and Georgetown University Law Center. He lives with his wife, Lisa Hernandez Gioia, and their four children in New York City. Eric is an avid marathoner and has embarked on a quest to run a marathon on all seven continents.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Throughout his 20-year career, Allen has worked with institutional investors globally and participated in all facets of financial services, including transactional planning, investment and risk management, legal and operations.

As a founding partner of the UBS Foundations Investment Group, Allen brings invaluable perspective the team’s relationships with endowment and foundation clients. Accessing the diverse philanthropic and institutional resources of UBS, the Group helps identify investment strategies designed to minimize risk while maintaining a keen awareness of each organization’s vision and mission.

Allen holds a bachelor's of science in finance from Babson College and is a graduate of the OPM program at the Harvard Business School. He holds series 7 and 66 licenses. 

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Orly is a Senior Vice President at UBS Wealth Management and has served her clients as a private banker since 2010. She takes pride in forming close relationships with her clients, enabling her to develop a deep understanding of their financial needs and desires. This allows her to work with her clients in order to develop a strategy for the present as well as the future.

Orly advises business owners and entrepreneurs, corporate executives, families, endowments and philanthropic organizations. She utilizes her relationships and experience to counsel clients on customized investment portfolios, credit and liquidity needs, trust and estate
planning, and cash management solutions.

Orly holds a bachelor’s of business administration degree from the Stephen M. Ross School of Business at the University of Michigan, her Series 7, 63 and 66 licenses, as well as life and health insurance licenses. Prior to joining UBS, Orly spent more than a decade as an advisor in JPMorgan’s Private Bank. An active member of her community, Orly and her husband, Justin, live on the Upper East Side of Manhattan with their sons, Adam and Aaron.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Over his career, Tim has served as a Portfolio Manager and Institutional Consultant to global endowments, non-profit organizations, and prominent philanthropic families, helping them formulate and execute tailored investment strategies. Tim advises clients on a wide range of investment related matters including, but not limited to, trade idea generation and execution, aggregation and due diligence of fund manager research, and the implementing of tactical solutions across discretionary portfolios spanning traditional and alternative asset classes.

Tim holds a Bachelor of Science in Business Administration degree from the McDonough School of Business at Georgetown University and a Master of Business Administration degree from the Carl H. Lindner College of Business at the University of Cincinnati.

• Georgetown University McDonough School of Business, B.S. Finance
• University of Cincinnati Lindner School of Business, M.B.A.

• Institutional Consultant, UBS Institutional Consulting Program

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Heidi is a Senior Wealth Strategy Associate, and has over 10 years financial service experience
helping clients meet their financial needs. Heidi joined UBS in 2015 and after a short stint
away, returned in February 2022.
She provides investment strategy and portfolio construction support to the team and their
clients.

Heidi earned her Bachelor of Science in Finance from Syracuse University and is FINRA Series
7, 63, 65 and Life, Health and Variable annuity licensed. Continuing in the practice of lifelong
learning, Heidi has been awarded the designation of Chartered Financial Analysts,
a rigorous and comprehensive multi-year, self study program that is known for setting the
global standard in investment knowledge, standards and ethics.

Heidi currently lives in Scarsdale, NY. In her free time, of which there is little, she enjoys
spending time with her family and friends and hiking.

• Chartered Financial Analyst®

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Ben joins the Foundations Investment group from Xavier University’s Williams College of Business where he studied Finance & Accounting. During his senior year, he was the CEO of Xavier’s student-led equity investment fund which managed a portion the school’s endowment. 

He holds the series 7 and 66 security licenses.

Ben is a native of Northern Kentucky and current lives in Ft. Mitchell.

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Justin is an associate with the UBS Foundations Investment Group, where his areas of focus include client service, online services, money movement and transfers. 

He holds a series 7, 65, and New York Life, Accident, and Health licenses.

Justin is a graduate of Seton Hall University with a double major in Finance and Information Technology. He currently resides in the upper east side of Manhattan.