At Finnerty Partners, we understand the passion and vision that is necessary to build a successful company—and the concerns that often arise when transitioning your ownership role. Will Finnerty is a leader of entrepreneurship, having shared his knowledge and passion as an award-winning adjunct professor of entrepreneurship at Georgetown University’s McDonough School of Business for 16 years. Since 1995, our team has served entrepreneurs and their families across the country.

We recognize that when you have built a business from the bottom up, the decision to step away, whether through sale or family succession, is never easy. In fact, we have seen that it is often life-changing—for founders, owners, their families and those next in line.  From our experience working closely with business owners at varying stages of the selling process, we believe you can never begin preparing too early. Our early involvement in the planning process can add significant value to your strategy.

When it comes to managing your wealth our team has one simple rule: everything matters.

- William B. Finnerty Managing Director, Finnerty Partners

Plan strategically to exit confidently

For more than 25 years, our team has built lifelong relationships with entrepreneurs nationwide. We’ve addressed the full cycle of their goals—from start-up to growth to sale or succession—while also helping them pursue other critical planning and investment priorities.

Why exit planning?

Start early for long-term impact

Who acquires the business?

Your life post-transition

Experience that counts

As a distinguished UBS Private Wealth practice, we’re dedicated to bringing an informed business perspective, along with market insight, planning acumen and uncompromising service to your entrepreneurial vision. Working together, we’ll help ensure it creates the best outcomes for your family and your future.

  • William Finnerty Profile Photo

    William Finnerty, CEPA, CIMA, CPWA

    Managing Director–Wealth Management

    Financial Advisor

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    • CA
    • CT
    • DC
    • DE
    • FL
    • IL
    • MA
    • MD
    • MS
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WV
    • WY

    “People hire us for three reasons: they like us, they trust us, and they believe we're really good at what we do."
    William B. Finnerty

    As the head of Finnerty Partners within Private Wealth Management in Washington, D.C., Will manages client relationships and leads all investment consulting, advanced planning, and relationship management efforts. His team consists of full time specialists that work with him in these areas to serve their clients with distinction.  

    Finnerty Partners is a boutique operation within UBS, only working with a few dozen ultra-high net worth families throughout the country, as well as internationally, the majority of which have $10 million or more in investable assets. More specifically, their sole focus is helping entrepreneurs and their families organize, plan, and manage all aspects of their wealth.

    Education
    Will was the top finance graduate at Georgetown University's McDonough School of Business. Upon graduating, he received a finance award which ultimately led to his career in wealth management in 1995. In 2000, he began teaching Entrepreneurship for Georgetown's McDonough School of Business and remained an Adjunct Professor for 16 years. 

    Firm-wide Recognition
    Will has been exceptionally recognized within UBS as a national lecturer on financial advisor development and practice management. Additionally, from 2014 to 2016, he served as a member of UBS's Financial Advisor Advisory Committee (FAAC) to ensure UBS is the firm of choice for high net worth and ultra-high net worth investors along with the advisors that serve them.

    Licenses and certificates
    Will holds Series 7 and 66 securities licenses.

    Will holds the following designations:

    • Certified Exit Planning Advisor (CEPA)
    • Certified Investment Management Analyst® (CIMA®)
    • CPWA®

     

    • Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022, 2023, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    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

    • Georgetown University's McDonough School of Business, Finance
    • Certified Exit Planning Advisor
    • Certified Investment Management Analyst®
    • CA Life insurance #0G60062
    1501 K Street North West
    Suite 1100
    Washington, D.C., DC 20005
    william.finnerty@ubs.com
    William Finnerty, CEPA, CIMA, CPWA
    1501 K Street North West,Washington, D.C.,DC,20005
  • Carol Staniar Profile Photo

    Carol Staniar, CFP

    Director

    Senior Wealth Strategy Associate

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IA
    • IL
    • MA
    • MD
    • MI
    • MS
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WV
    • WY

    "Financial planning is a process, not a product” – Financial Planning Association

    Carol is the Advanced Planning specialist on the team and works to address complex financial issues using wealth management and risk mitigation strategies. Her mission is to simplify clients’ lives by helping them view their entire wealth picture and by providing integrated solutions that solve some of their most difficult financial challenges. She also works with clients’ executive team members (Attorneys, CPAs, Insurance Agents, etc.) to help ensure that their overall financial plan accurately reflects the individual’s and/or family’s philosophy, needs, and objectives.

    Carol has worked on the team since 2006. In 2016, she earned the title of Associate Director from UBS.

    Carol graduated Magna Cum Laude from Roanoke College with a B.A. in Business Administration. She later earned the CERTIFIED FINANCIAL PLANNERTM designation from Georgetown University, a professional designation that requires rigorous education, examination, experience and ethics requirements. She holds the Series 7 and 66 securities licenses.

      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

      • Roanoke College, B.A. in Business Administration
        1501 K Street North West
        Suite 1100
        Washington, D.C., DC 20005
        carol.staniar@ubs.com
        Carol Staniar, CFP
        1501 K Street North West,Washington, D.C.,DC,20005
      • Leighann Stamp Profile Photo

        Leighann Stamp

        Director

        Team Administrator

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IA
        • IL
        • MA
        • MD
        • MI
        • MS
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WV
        • WY

        "Teamwork: The ability to work together towards a common vision." – Andrew Carnegie

        The team’s success is dependent upon the individuals of the team working happily and efficiently together. As Team Administrator, Leighann is responsible for keeping the team organized and their final output coordinated. She accomplishes this through tracking the team’s collective and individual goals, monitoring performance and results, encouraging efficiency and excellence, assisting with business planning, and coordinating team meetings and events.

        Additionally, having worked with the team since 2006 and at UBS since 2004, Leighann has extensive experience in client operations and is dedicated to providing world-class service to our clients.

        In 2016, Leighann earned the title of Associate Director from UBS.

        Leighann earned a B.S. in economics with a minor in Spanish from John Carroll University. She holds the Series 7 and 66 securities licenses.

          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

          • John Carroll University, B.S. in Economics with a Minor in Spanish
            250 Delaware Avenue
            Suite 610
            Buffalo, NY 14202
            leighann.stamp@ubs.com
            Leighann Stamp
            250 Delaware Avenue,Buffalo,NY,14202
          • Cheryl Lindo

            Cheryl Lindo

            Director

            Senior Wealth Strategy Associate

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            • AZ
            • CA
            • CO
            • CT
            • DC
            • FL
            • GA
            • IA
            • MD
            • MS
            • NC
            • NH
            • NJ
            • NV
            • NY
            • OH
            • PA
            • SC
            • TN
            • TX
            • VA
            • WV
            • WY

              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

                  Home Worker NJ
                  Home Worker NJ, NJ 000
                  cheryl.lindo@ubs.com
                  Cheryl Lindo
                  Home Worker NJ,Home Worker NJ,NJ,000
                • Foram Shah

                  Foram Shah

                  Associate Director

                  Senior Wealth Strategy Associate

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                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • FL
                  • GA
                  • IA
                  • IL
                  • MA
                  • MD
                  • MI
                  • MS
                  • NC
                  • NH
                  • NJ
                  • NV
                  • NY
                  • OH
                  • OR
                  • PA
                  • TN
                  • TX
                  • VA
                  • WV
                  • WY

                  As a young tax consultant, Foram enjoyed providing exceptional client service, yet realized something was missing—advising on investments. This realization prompted a series of decisions to position herself for a career in financial advisory and investment consulting.

                  Today, she co-manages the asset management and investment consulting responsibilities of Finnerty Partners at UBS. The team’s prudent approach to portfolio construction focuses on capital growth and preservation as well as risk reduction. The team evaluates each client’s unique circumstances and strives to maximize the probability of realizing their long-term goals.

                  In this role, Foram combines her years of corporate finance and tax consulting experience to execute trades, develop and dynamically review customized asset allocation strategies and investment solutions, oversee performance reporting and portfolio analysis, and conduct market and manager research. She sees this position as an opportunity to put her finance and investment acumen into practice and couple it with her love for client service.

                  Experience
                  -Senior Wealth Strategy Associate, UBS Private Wealth Management, Washington, DC branch office, 2021 – current
                  -Financial Controller, UBS Group Treasuries Division, Americas region
                  -Financial Controller, UBS Global Wealth Management, Swiss region
                  -Deputy Manager, consulting, PwC, India
                  -Senior Associate, consulting, BMR Advisors, India

                  Education and Credentials
                  -M.S., summa cum laude, Finance and Accounting, University of Mumbai, India
                  -Chartered Accountant (equivalent of CPA), Institute of Chartered Accountants of India CFA® charterholder
                  -Series 7, 63 and 65 securities licenses

                  Life
                  Foram lives in Nashville, TN with her husband. She enjoys cooking, baking, reading and spending time with close friends and family. She also loves to travel.

                    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

                        Home Worker NY
                        Home Worker NY, NY 000
                        foram.shah@ubs.com
                        Foram Shah
                        Home Worker NY,Home Worker NY,NY,000
                      • Emily Baxter

                        Emily Baxter

                        Client Associate

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                          Hospitality at heart
                          Having grown up in a Southern setting and worked in the hospitality industry after college, Emily finds hospitality is second nature. Today, as part of Finnerty Partners, she brings her passion for helping others to the team and the clients they collectively serve.

                          Highly responsive client service
                          In her role as Executive Team Assistant, Emily assists a team she considers “some of the most intelligent and capable professionals focused on helping entrepreneurs and their families thrive.” She leans in when it comes to project management, scheduling, event management and communications to help them deliver comprehensive financial planning and exceptional service.

                          Experience
                          -Executive Team Assistant, UBS Private Wealth Management, March 2022 – present
                          -Employer Relations Manager. George Washington University School of Business, 2019 –2022
                          Sales Manager, Modus Hotels, 2018, 2019
                          -Business Travel Sales Manager, Greensboro High Point Marriott Airport, 2017, 2018
                          -Sales Manager, Springhill Suites by Marriott Greensboro, 2016, 2017

                          Education and credentials
                          -Master of Tourism with Management Leadership Certificate, George Washington University School of Business
                          -B.A., University of North Carolina at Greensboro Bryan School of Business
                          -One-year internship in Taipei, Taiwan
                          -Past president of Tourism for Tomorrow, a student organization aimed at cultivating future leaders in hospitality and related fields

                          Life
                          From spending time with her niece and nephew, to hosting friends and family, to watching her favorite Carolina sports teams compete, Emily loves spending time with others. Some of her hobbies are reading, cooking and exercising, including long walks around Washington, D.C.

                            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

                                1501 K Street North West
                                Suite 1100
                                Washington, D.C., DC 20005
                                emily.baxter@ubs.com
                                Emily Baxter
                                1501 K Street North West,Washington, D.C.,DC,20005
                              • Jacob Pliner

                                Jacob Pliner

                                Wealth Strategy Associate

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                                • CA
                                • CT
                                • DC
                                • DE
                                • FL
                                • IL
                                • MA
                                • MD
                                • MS
                                • NC
                                • NH
                                • NJ
                                • NV
                                • NY
                                • OH
                                • OR
                                • PA
                                • SC
                                • TN
                                • TX
                                • VA
                                • WV
                                • WY

                                 “I make sure the work I do for clients provides them with an exceptional client experience. I truly enjoy helping clients solve complex problems while helping them manage all aspects of their wealth."

                                Providing critical support across the team
                                As a core member of Finnerty Partners, Jacob lends critical support to the entire team of specialists, and helps deliver an exceptional client experience to a wide range of complex issues facing the team’s client base of entrepreneurs, business owners and their families. While primarily focused on client operations, financial planning and investment consulting, Jacob assists all six groups to offer advice to our clients across the full lifecycle of their needs.

                                Beyond his commitment to providing responsive and transparent client support, Jacob remains anchored by an emphasis on hard work, integrity and—in his own words—“being honest with clients about their finances and the answers to the problems they face.” He relishes collaborating with team members to find the best solutions for every client, solutions that take into consideration their unique goals and priorities for their wealth. 

                                  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

                                      1501 K Street North West
                                      Suite 1100
                                      Washington, D.C., DC 20005
                                      jacob.pliner@ubs.com
                                      Jacob Pliner
                                      1501 K Street North West,Washington, D.C.,DC,20005
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                                      Ella Forkin

                                      Intern

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                                          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

                                              1501 K Street North West
                                              Suite 1100
                                              Washington, D.C., DC 20005
                                              ella.forkin@ubs.com
                                              Ella Forkin
                                              1501 K Street North West,Washington, D.C.,DC,20005

                                            Fresh perspectives

                                            Private Wealth Management

                                            Whether it’s helping you pursue a new business venture, a philanthropic passion or a purposeful legacy, the exceptional resources of UBS Private Wealth Management enable us to guide you and your family toward your most important goals.

                                            Private Wealth Management

                                            Advanced planning

                                            Advanced planning

                                            Investment management

                                            Investment management

                                            Boutique services

                                            Boutique services

                                            When it comes to reaching key business targets, you know the value of a strategic plan. We believe the same is true for your personal financial decisions.

                                            Our planning process focuses on understanding your priorities, so we can help you understand your choices and take the best path for pursuing them.

                                            By evaluating your family’s unique circumstances, we construct a portfolio that aims to maximize the probability of achieving your long-term goals.

                                            Our prudent approach incorporates asset allocation, product selection, manager selection, market research and performance tracking. We strive for risk reduction, capital growth and preservation.

                                            Our goal is to be your primary advisor, helping to simplify the complexity of your financial life and to educate you and your family on making the best decisions for today and tomorrow.

                                            You can expect consistent, transparent communication and that every team member is informed and ready to address your needs.

                                            Global Wealth Report 2024

                                            Crafted wealth intelligence

                                            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                            Gain additional insights into the trends shaping wealth in the US and around the world.

                                            Download the report

                                            A leader in wealth management

                                            Backed by the strength of our parent company, UBS AG

                                            $5.8+ trn

                                            UBS Group invested assets
                                            As of 03/31/2024

                                            51 countries

                                            Our global footprint

                                            Global leader

                                            UBS is a leading and truly global wealth manager

                                            Insights