Guiding endowments and foundations forward

Meeting with presenter

It's more important than ever to choose the right advisors to help guide your foundation or endowment. We are experienced wealth managers who have a deep understanding of the nonprofit world and the challenges it faces today. With our access to the diverse philanthropic and institutional resources of UBS, we can help identify investment strategies designed to minimize risk while maintaining a keen awareness of your organization's vision and mission.

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Our mission is to help advance yours

Our mission is to help advance yours

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Sophisticated portfolio management

mountains

Aligning your investments and purpose

Group leadership

  • Eric Gioia

    Eric Gioia

    Managing Director–Wealth Management

    Financial Advisor

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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.

        1285 Avenue Of The Americas
        New York, NY 10019
      • Allen Zaring

        Allen Zaring

        Managing Director–Wealth Management

        Financial Advisor

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        When it comes to managing the exceptional wealth of prominent family offices, Allen can speak from personal experience. He helped form a family office and family foundation with his own family after the sale of their business and then worked with one of the world’s largest family offices in Europe. Throughout his 20-year career, Allen has worked with individual and institutional investors globally and participated in all facets of financial services, including transactional planning, investment and risk management, legal and operations.

        Today, as a Private Wealth Advisor and founding partner of his UBS Private Wealth Management team, Families & Foundations Investment Group, Allen brings invaluable perspective and empathy to the team’s relationships with multigenerational families. He continues to help form and advise family offices and foundations large and small. Allen and his team also advise successful ultra high net worth investors and private business owners in pre- and post-transaction planning, asset management, next-generation investment education and the financing of philanthropic initiatives. In addition, he provides investment management services for private and family foundations and nonprofit organizations.

              8044 Montgomery Road
              Cincinnati, OH 45236
            • Orly Elliott

              Orly Elliott

              Senior Vice President–Wealth Management

              Financial Advisor

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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.

                  1285 Avenue Of The Americas
                  New York, NY 10019
                • Tim Bayer

                  Timothy Bayer

                  Vice President–Wealth Management

                  Financial Advisor

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                  When Tim was a young finance major at Georgetown University’s McDonough School of Business, his favorite course work centered around global capital markets and investment portfolio management. His interests became passions that continued to grow, and today, 10 years into his private wealth career, Tim is a founding member of the Foundations Investment Group.

                  Tim and his team advise successful private business owners in pre- and post-transaction planning, family office formation and asset management, next-generation investment education and the financing of philanthropic initiatives. They also provide asset management services for private and family foundations, professional athletes and nonprofit organizations. In working with this distinct level of global wealth, Tim advises on personal balance sheets and complex investment portfolios. He is skilled in managing deferred compensation plans, concentrated stock positions, SEC Rule 10b5-1 sales, charitable giving and wealth transfer strategies. Tim maintains firsthand trading experience across global asset classes on exchange-listed markets, OTC markets, derivatives and Dodd-Frank regulated markets.

                      • Institutional Consultant, UBS Institutional Consulting Program
                      8044 Montgomery Road
                      Cincinnati, OH 45236
                    • Heidi Scali

                      Heidi Scali

                      Senior Wealth Strategy Associate

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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 Chappaqua, NY. In her free time, of which there is little, she enjoys
                      spending time with her family and friends and hiking.

                            1285 Avenue Of The Americas
                            New York, NY 10019
                          • Ben Pieper

                            Benjamin Pieper

                            Client Associate

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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.

                                  8044 Montgomery Road
                                  Cincinnati, OH 45236
                                • Justin Cifone

                                  Justin Cifone

                                  Client Associate

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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.

                                        1285 Avenue Of The Americas
                                        New York, NY 10019
                                      • Sarah J. Salomon , CAP®

                                        Executive Director

                                        Head – Family Advisory and Philanthropy

                                        Sarah leads a team of Senior Strategists who work with families on understanding money, values and philanthropic intent. Family Advisory and Philanthropy Services serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.
                                      • Ann Bjerke

                                        Executive Director

                                        Head of Advanced Planning

                                        Ann focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. Prior to joining UBS in 2008, Ann practiced law with the law firm of Levin, Schreder & Carey, focusing on estate tax and income tax planning for ultra high net worth individuals, families and business owners.

                                      • Leora Zach

                                        Leora Zach

                                        Executive Director

                                        Client Solutions Specialist, Family Office Solutions

                                        Professional History
                                        Leora is an Executive Director and Client Solutions Specialist in the Family Office Solutions team within Private Wealth Management. The Family Office Solutions (FOS) team holistically services $100m+ clients and family offices in partnership with Private Wealth Advisors. In her role, Leora is dedicated to providing clients with superior client service by leading complex, multi-product transactions and helping design custom offerings based on client needs.

                                        Prior to FOS, Leora was an Executive Director in the Direct Investments Group. She raised private capital for direct private equity and real estate investments across a range of industries, stages, structures and geographies. She covered 1,500+ family office and institutional wealth management relationships nationally. Before that, Leora was a part of the OneBank team and assisted UBS clients on a range of investment banking transactions including mergers and acquisitions, equity capital raising and debt capital raising. She also ran UBS' Middle Market Investment Banking Network, a partnership with 30 firms across the country to assist business owner clients in need of pre-sale planning and investment banking services.

                                        Leora joined UBS in 2009 as an Investment Banker in the Power & Utilities Group, advising companies on strategic M&A and capital raising transactions, both domestically and cross-border.

                                        Education
                                        Leora is a CFA Charterholder and is on the Young Leaders committee at the CFA Society of NY. She is also a Certified Exit Planning Advisor (CEPA). Leora holds a Bachelor of Science degree in Finance from the University of Connecticut Honors School. She holds her Series 7 and Series 63 licenses.

                                        Leora is married, with four sons, and resides in Holmdel, New Jersey.
                                      • Titus Song

                                        Executive Director

                                        Alternative Investments Consultant

                                        Titus Song is an Executive Director of Alternative Investments covering various markets in the Central and West Divisions for UBS Financial Services. His role is to oversee distribution of alternative investments (hedge funds, private equity and private real estate) by helping financial advisors and clients understand how these offerings function and their effect on investment portfolios.

                                        Professional History
                                        Titus joined UBS in 2007 working with the Structured Solutions group. In late 2008, Titus moved to the Alternative Investments group where he has covered a wide swath of the country helping clients and financial advisors understand alternative investments and how they can enhance portfolio efficiency and help clients reach their financial goals.

                                        In his 32-year career in financial services, Titus has worked at various large financial services firms and banks where he held roles in small and large cap equity trading, as well as in product management. Titus also served as the head of investments and product management at a large regional registered investment advisor prior to joining UBS.


                                        Education
                                        Titus earned a B.A. in Political Science with a concentration in Political Economy at Carleton College in Northfield MN. He also received an M.B.A. from the Carlson School of Business at the University of Minnesota.

                                        Licenses and Certifications
                                        Titus holds Series 7, 31 and 66 licenses.
                                      • Jennifer Miara

                                        Jennifer Miara

                                        Executive Director

                                        Ultra High Net Worth Lending Specialist, Lending Origination

                                        Jennifer Miara is an Executive Director, Tailored Lending Specialist with over 20 years of experience in wealth management with a specialty both in HNW, UHNW, and commercial banking and lending. Some of Jennifer’s accomplishments include working as business head of banking and lending for a top 10 RIA and their family office services, running the national banking and lending group for UHNW clients at US Bank directly with the group’s chief credit officer, and also helping manage several of the top 10 AmLaw 100 global law firms.

                                      • Matthew Morris, CFA

                                        Executive Director

                                        Head, Portfolio Advisory Group Midwest, New York and Northeast Division

                                        Matthew Morris is the Midwest Division Head of the Portfolio Advisory Group (PAG), leading a regional team of experienced investment professionals dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS' Ultra High Net Worth clients. Matthew and his team specialize in developing multi-asset, customized investment strategies and portfolios for sophisticated individuals, families, and institutions.

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