Let's move forward. Together.

[RCPS] UBS office building

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Dinh Truong

    First Legacy Advisors

    Managing Director–Wealth Management

    Financial Advisor

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    Dinh Truong is a Managing Director and Financial Advisor at UBS Financial Services. Prior to UBS, Dinh was a Managing Director, Wealth Manager at First Republic Private Wealth Management since 2004. He focuses on the design and management of equity and balanced portfolios for high-net-worth individuals, trusts, endowments, and foundations. Dinh began his career in the Time Warner Center office of First Republic as a registered preferred banker and has also worked at MetLife as a financial consultant and Prudential Financial within the investment division.

          1285 Avenue Of The Americas
          New York, NY 10019
          dinh.truong@ubs.com
          First Legacy Advisors
          1285 Avenue Of The Americas,New York,NY,10019
        • Gene Martino

          Gene Martino

          Managing Director–Wealth Management

          Financial Advisor

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          Gene Martino is a Managing Director at UBS Financial Services. Before joining UBS in 2023, Gene was a Managing Director and Wealth Manager at First Republic Investment Management. Martino joined First Republic in 2011 with more than 30 years of experience in the financial services industry. From 1996 to 2011 he was a Senior Portfolio Manager and Managing Director at Bank of New York, where he managed assets for high net worth individuals and private foundations. Previously, he was a Vice President and Senior Portfolio Manager at Smith Barney Inc. and an Investment Officers at Bankers Trust Company. His career began at Chase Manhattan Bank.

          Martino is a member of the New York Society of Security Analysts.

          Martino earned both an MBA and a Bachelor of Science degree in business management from Farleigh Dickinson University.

                1285 Avenue Of The Americas
                New York, NY 10019
                gene.martino@ubs.com
                Gene Martino
                1285 Avenue Of The Americas,New York,NY,10019,1285 Avenue Of The Americas,New York,NY,10019
              • Alex Gumas Headshot

                Alex Gumas

                Registered Client Associate

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                • AK
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                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • ND
                • NE
                • NH
                • NJ
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                • NV
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                • OR
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                Alex was born and raised in San Francisco. He moved to New York in the fall of 2021 after graduating with a B.A. and B.S. in Finance and Economics from Chapman University. Prior to joining UBS, Alex worked as a Client Service Associate at First Republic supporting Dinh Truong. He is currently studying for his CFA and plans to run the marathon in November. In his free time, Alex enjoys playing baseball, golfing, and cooking.

                      1285 Avenue Of The Americas
                      New York, NY 10019
                      alex.gumas@ubs.com
                      Alex Gumas
                      1285 Avenue Of The Americas,New York,NY,10019
                    • Eddy Sayegh

                      Eddy Sayegh

                      Client Associate

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                        Eddy joins UBS a Registered Client Associate. Prior to UBS, Eddy worked in a similar capacity at First Republic Investment Management supporting Gene Martino. As a Client Associate, Eddy is passionate about putting clients’ needs above all else and helping them meet their goals.

                        Eddy graduated from Boston College in 2021 with a degree in Finance and Entrepreneurship. He was born and raised in Buffalo and currently resides in Manhattan. In his spare time, he enjoys playing squash, windsurfing, and watching a great movie.

                              eddy.sayegh@ubs.com
                              Eddy Sayegh

                            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.

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                            Support and resources

                            The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

                            Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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