Innovation seeking opportunity

Private Wealth Management

Flatiron building

More than opinion. Confidence.

At Flatiron Partners, we have opinions and we do not hesitate to share them. We are innovative thinkers who seize ground-breaking ideas and transform them into opportunities. We push through obstacles to open doors to solutions that can serve our clients well. That level of determination and drive has earned the confidence of our clients for decades and continues to do so for successful families across generations.

As a Private Wealth team within the distinguished UBS Private Wealth management division, we are evolving industry veterans who understand historical precedent but also current market wisdom. Our customized portfolio strategies reflect those perspectives. Accessing a key global network of resources and thought leaders, we provide directed advice—beyond your portfolio—and a disciplined process that can make meaningful goals achievable. To us, there is no greater priority than helping your wealth create positive outcomes for you and your family today, and for the legacy you leave behind.

FOC Lobby

The value of Family Office Consultant (FOC)

The Family Office Consultant (FOC) is a UBS business designation earned by a select group of Financial Advisors. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families.

Understanding the complexities of intergenerational wealth and the challenges faced by UHNW clients, Sonia Attkiss, as a Private Wealth Advisor and FOC, aligns specific needs to the full suite of UBS capabilities and strives to help these clients address critical concerns to pursue their most important goals.

Wine maker

Business sale and transition

FOC beach

Managing intergenerational wealth

Woman on stairs

Guiding exceptional women forward

  •  Sonia M. Attkiss

    Sonia M. Attkiss

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • CA
    • CO
    • 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
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Commitment. Engagement. Dedication.

    As a UBS Financial Advisor, Sonia is inspired to go above and beyond for clients every day. She joined UBS Private Wealth Management in 2015 after spending 17 years at Credit Suisse.

    “I love what I do. My work, my industry and my clients all contribute to a feeling of exhilaration for a career of service that has promise and momentum.” — Sonia Attkiss

    While her focus within her practice is customized investment management for entrepreneurs and multigenerational families, Sonia also advises a select group of women about the financial challenges they face. As a passionate supporter of their financial well-being, she aspires to help them view their wealth as opportunity, not just security. It’s a busy and demanding career, but she strives to lead by example and demonstrate the values she holds true: commitment, engagement of mind and dedication.

    Previous experience

    • Managing Director, Private Banking, Credit Suisse
    • Aide to a Member of Parliament, Canada
    • Architectural Assistant: Private firm in San Francisco, CA
    • Assistant, Australia Gallery, art gallery in Soho that sourced Australian artists and Australian Aboriginal art

    Education

    • M.B.A., Haas School of Business, University of California, Berkeley
    • B.A., art history, Harvard University

    Life

    • Sonia, her husband and three children live in Westport, CT.
    • She enjoys collecting art, traveling and working out.
    • Barron's Hall of Fame, 2019
      The Barron's rating is awarded annually in June/July based on Barron's ratings received over the prior 10 years.
    • Barron's Top 100 Women Advisors, 2017, 2018, 2019, 2020The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
    • Forbes America’s Top Women Wealth Advisors, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes America's Top Wealth Advisors, 2018The 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.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020The 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.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

      • Private Wealth Advisor
      299 Park Avenue
      New York, NY 10017
      sonia.attkiss@ubs.com
      Sonia M. Attkiss
      299 Park Avenue,New York,NY,10017
    •  Matthew S. Buchsbaum

      Matthew S. Buchsbaum

      Managing Director–Wealth Management

      Private Wealth Advisor

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      • AK
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      • CA
      • CO
      • 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
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI
      • WV
      • WY

      Hard work, integrity and perseverance

      Matthew grew up in a family that was very involved in the financial markets. Matt joined UBS Private Wealth Management in 2015 after spending 16 years at Credit Suisse. Matt is a portfolio manager through the UBS Portfolio Management Program.

      “I’ve always wanted to do the best job possible—for myself, my family and my clients. Every day I strive to make Flatiron Partners the best team, and demonstrate the passion we have for what we do and the advice we provide.” — Matthew Buchsbaum

      Matt’s vision for Flatiron Partners has always been about creating value—having a point of view and the strength of your convictions to stand by your opinion. To him, it’s always about hard work, integrity and perseverance, and never about following the crowd.

      Previous experience

      • Managing Director, Private Banking, Credit Suisse

      FINRA registrations

      • Series 7 and 66 securities licenses

      Education

      • B.S., business, Skidmore College

      Life

      • Matt and his family live in Greenwich, CT.
      • When not coaching or playing sports with his girls, he enjoys skiing, golf, mountain biking and other outdoor activities.

          • Private Wealth Advisor
          299 Park Avenue
          New York, NY 10017
          matthew.buchsbaum@ubs.com
          Matthew S. Buchsbaum
          299 Park Avenue,New York,NY,10017
        •  Gerard J. Costello

          Gerard J. Costello

          Managing Director–Wealth Management

          Private Wealth Advisor

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          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • 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
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VI
          • VT
          • WA
          • WI
          • WV
          • WY

          Tireless and tenacious in our approach to advising clients

          A UBS Financial Advisor and a key member of Flatiron Partners, Jerry provides families and individuals with sophisticated and intelligent direction to help grow and preserve their wealth and legacy. Within the team, his primary focus is strategic planning, though Jerry’s true passion is building relationships with clients, understanding their concerns and guiding them confidently through periods of market uncertainty.

          “The depth of our experience in finance, law and business provides us with a unique perspective to help navigate volatile markets and address the challenges facing our wealthiest and most sophisticated clients.” — Gerard Costello

          With prior experience as an attorney with an extensive background in securities litigation, Jerry has combined both his legal and wealth management experience to deliver personalized advice that truly helps to address the complex needs of affluent families and individuals.

          Previous experience

          • Director, Private Banking, Credit Suisse
          • Attorney, Securities Litigation, the law firms of Cahill, Gordon & Reindel and Tenzer Greenblatt

          Education

          • M.B.A., finance, Stern School of Business, New York University
          • J.D., cum laude, New York Law School
          • Editor, International Law Journal
          • Recipient, Joseph T. Arenson Award for Excellence in Wills and Decedents’ Estates
          • Recipient, American Jurisprudence Award for Constitutional Law
          • B.A., in European history, cum laude, Washington & Lee University

          Life

          • Jerry, his wife and two children live in Huntington, Long Island.
          • He enjoys golf, tennis, live music and reading.
          • Jerry is an active member of the Huntington Crescent Club and the Kiawah Island Club.
          • He is a mentor for Student Sponsor Partners, which provides quality education to at-risk youth.
          • Forbes Best-in-State Wealth Advisors, 2020, 2023The 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.

            • Private Wealth Advisor
            299 Park Avenue
            New York, NY 10017
            gerard.costello@ubs.com
            Gerard J. Costello
            299 Park Avenue,New York,NY,10017
          • Scott M. Rosenberg

            Scott M. Rosenberg

            Managing Director–Wealth Management

            Private Wealth Advisor

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            • AK
            • AL
            • AR
            • AZ
            • CA
            • CO
            • 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
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • PR
            • RI
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • VI
            • VT
            • WA
            • WI
            • WV
            • WY

            Forward thinker driven to help deliver the best for clients

            Scott is always looking for new ideas and more innovative strategies to help clients achieve their goals, that can include structured note offerings and hedge fund custodial arrangements, when appropriate. Scott joined UBS in 2015 after spending 17 years at Credit Suisse. He focuses on financial planning, tactical investment management and client portfolio analysis for individuals and family offices.

            “Our team embraces new thinking, creative ideas and innovation. I’m always striving to push through potential obstacles to open doors to solutions that can better serve our clients.”           — Scott Rosenberg

            Although his recommendations often reflect creativity and an “out of the box” point of view, Scott invests for his clients with the same care as he would for his own family—with prudence and a long-term perspective. 

            Previous experience

            • Managing Director, Private Banking, Credit Suisse

            FINRA registrations

            • Series 7 and 66 securities licenses

            Education

            • M.B.A., the Wharton School of the University of Pennsylvania
            • J.D., Georgetown University Law Center
            • B.A., economics, University of Michigan
            • Member of the Economics Leadership Council at the University of Michigan

            Life

            • Scott resides in Chappaqua, NY, with his wife, Ali, and their four children.
            • He enjoys running, skiing, golfing and playing tennis.
            • He recently completed his first triathlon.
            • He is involved in the mentor program at the Pleasantville Cottage School, a home for emotionally troubled boys and girls.

                • Private Wealth Advisor
                299 Park Avenue
                New York, NY 10017
                scott.rosenberg@ubs.com
                Scott M. Rosenberg
                299 Park Avenue,New York,NY,10017
              • Michael A. Lorenzo

                Michael A. Lorenzo

                Managing Director–Wealth Management

                Private Wealth Advisor

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                • AK
                • AL
                • AR
                • AZ
                • CA
                • CO
                • 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
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • PR
                • RI
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • VI
                • VT
                • WA
                • WI
                • WV
                • WY

                Helping clients grow and preserve their wealth.

                Michael brings a diverse background to Flatiron Partners, as he began his financial career in the insurance industry. Over the next 10 years, he evolved his interest in the financial markets to private wealth management. Today, as a Financial Advisor, Michael focuses on investment selection and risk management for clients. He is also a portfolio manager within the UBS Portfolio Management Program.

                “My word and reputation are most important. They are the building blocks of trust, which I believe is the foundation of every long-term client relationship we build with our team.”

                Previous experience

                • Vice President, Assistant Portfolio Manager, Private Banking, Credit Suisse

                Education

                • B.A., Sacred Heart University

                Life

                • Michael enjoys spending time with his family and meeting new people.
                • He participates in a number of church-sponsored charitable events.
                • He enjoys working out and playing sports.
                • On Wall Street – Top 40 Advisors Under 40, 2018, 2019The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.

                  • Private Wealth Advisor
                  299 Park Avenue
                  New York, NY 10017
                  michael.lorenzo@ubs.com
                  Michael A. Lorenzo
                  299 Park Avenue,New York,NY,10017
                • Noah Friedman

                  Noah Friedman

                  Authorized Officer

                  Senior Wealth Strategy Associate

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                  • AK
                  • AL
                  • AR
                  • AZ
                  • CA
                  • CO
                  • 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
                  • NM
                  • NV
                  • NY
                  • OH
                  • OK
                  • OR
                  • PA
                  • PR
                  • RI
                  • SC
                  • SD
                  • TN
                  • TX
                  • UT
                  • VA
                  • VI
                  • VT
                  • WA
                  • WI
                  • WV
                  • WY

                  Advice tailored to the unique lives and needs of sophisticated clients

                  For more than 10 years, Noah has been an invaluable member of Flatiron Partners. Today, he not only oversees day-to-day account administration and communications for the group, but he also builds and deepens relationships with their truly sophisticated and ultra-successful clients.

                  “Our relationships are focused on the uniqueness and complexity of our clients’ lives and goals. We don’t follow a ’set it and forget it’ model.” — Noah Friedman

                  Noah works with the team’s hedge fund and family office relationships, and focuses on the trading and reporting needs of his clients.

                  Previous experience

                  • Relationship Associate, Credit Suisse

                  FINRA registrations

                  • Series 7 and 66 securities licenses

                  Education

                  • B.B.A., Goizueta Business School, Emory University

                  Life

                  • Noah is a photography and wine enthusiast.
                  • He enjoys long walks with his dog in Greenwich Village.

                        299 Park Avenue
                        New York, NY 10017
                        noah.friedman@ubs.com
                        Noah Friedman
                        299 Park Avenue,New York,NY,10017
                      • Whitney Birtwell

                        Whitney Birtwell

                        Senior Wealth Strategy Associate

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                        • AK
                        • AL
                        • AR
                        • AZ
                        • CA
                        • CO
                        • 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
                        • NM
                        • NV
                        • NY
                        • OH
                        • OK
                        • OR
                        • PA
                        • PR
                        • RI
                        • SC
                        • SD
                        • TN
                        • TX
                        • UT
                        • VA
                        • VI
                        • VT
                        • WA
                        • WI
                        • WV
                        • WY

                        Client-focused wealth management committed to service and solutions

                        As a Senior Wealth Strategy Associate, Whitney combines both wealth management insights with high-touch relationship-building. She has worked with Flatiron Partners for more than eight years, learning and growing with this accomplished team of UBS Private Wealth Advisors.

                        “We are a decisive team with informed points of view. We stand by our advice and always go above and beyond to do the right thing for our clients.” — Whitney Birtwell

                        To her, it’s all about understanding what matters most to her clients, learning about their families and priorities and then working together with the team to identify the right investment solution for pursuing their financial goals. She, along with her team, go the extra mile—no matter what the concern or need. Every day Whitney is inspired by her career, motivated to do the best job possible and committed to making a positive impact in her clients’ lives.

                        Previous experience

                        • Relationship Associate, Credit Suisse

                        FINRA registrations

                        • Series 7 and 66 securities licenses

                        Education

                        • B.A., economics, Boston College

                        Life

                        • Whitney enjoys spending time with her nephews, exploring new restaurants and playing paddleball and tennis.

                              299 Park Avenue
                              New York, NY 10017
                              whitney.birtwell@ubs.com
                              Whitney Birtwell
                              299 Park Avenue,New York,NY,10017
                            • Connor Gustafson

                              Connor Gustafson

                              Client Associate

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                              • AK
                              • AL
                              • AR
                              • AZ
                              • CA
                              • CO
                              • 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
                              • NM
                              • NV
                              • NY
                              • OH
                              • OK
                              • OR
                              • PA
                              • PR
                              • RI
                              • SC
                              • SD
                              • TN
                              • TX
                              • UT
                              • VA
                              • VI
                              • VT
                              • WA
                              • WI
                              • WV
                              • WY

                              Tailored wealth management, grounded in knowledge and experience

                              As a Client Service Associate for Flatiron Partners, Connor always knew he wanted to work in the financial industry. Learning from his father—a veteran in wealth management—Connor loves the challenges of problem-solving and helping to develop and then implement new investment solutions. Leveraging his experience, education and collaboration with his exceptional Private Wealth team, he views managing client assets like running a small business. Each investment is part of an integrated strategy designed to achieve an end goal.

                              “To me, I’ve learned from the best in the business. Our advice is tailored, differentiated and grounded in knowledge and experience.” — Connor Gustafson

                              Within the team, Connor focuses on investment strategy, trading and a number of support services that help “the big things” run smoothly.

                              Previous experience

                              • Associate, Credit Suidde
                              • Tudor Investment Corporation
                              • Fusion Financial Group

                              FINRA registrations

                              • Series 7 and 66 securities licenses

                              Education

                              • B.A., economics, history minor, University of Michigan

                              Life

                              • Connor enjoys running, yoga, reading, skiing and cooking.

                                    299 Park Avenue
                                    New York, NY 10017
                                    connor.gustafson@ubs.com
                                    Connor Gustafson
                                    299 Park Avenue,New York,NY,10017
                                  • Toni Libassi

                                    Toni Libassi

                                    Senior Client Associate

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                                    • AK
                                    • AL
                                    • AR
                                    • AZ
                                    • CA
                                    • CO
                                    • 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
                                    • NM
                                    • NV
                                    • NY
                                    • OH
                                    • OK
                                    • OR
                                    • PA
                                    • PR
                                    • RI
                                    • SC
                                    • SD
                                    • TN
                                    • TX
                                    • UT
                                    • VA
                                    • VI
                                    • VT
                                    • WA
                                    • WI
                                    • WV
                                    • WY

                                    Not just getting the job done, but getting it done well

                                    As a Senior Wealth Strategy Associate for Flatiron Partners, Toni focuses on team operations and client service. Efficient execution of trades and account administration are top priorities for the team’s sophisticated clients. Getting things done is important, but getting them done well is the mandate of Flatiron Partners and the expectation for each relationship.

                                    “I’ve been a member of Flatiron Partners for over 13 years. I’ve built many close relationships with our clients and I’m passionate about the help we provide to them and their families.” — Toni Libassi

                                    Previous experience

                                    • Credit Suisse, Private Banking

                                    FINRA registrations

                                    • Series 7 and 63 securities licenses

                                    Education

                                    • B.A., economics, Fordham University

                                    Life

                                    • Toni enjoys spending time with her husband and two boys.
                                    • She is an advocate for Autism Awareness.

                                          299 Park Avenue
                                          New York, NY 10017
                                          toni.libassi@ubs.com
                                          Toni Libassi
                                          299 Park Avenue,New York,NY,10017
                                        • Emily Ostie

                                          Emily Ostie

                                          Team Administrator

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                                          • AK
                                          • AL
                                          • AR
                                          • AZ
                                          • CA
                                          • CO
                                          • 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
                                          • NM
                                          • NV
                                          • NY
                                          • OH
                                          • OK
                                          • OR
                                          • PA
                                          • PR
                                          • RI
                                          • SC
                                          • SD
                                          • TN
                                          • TX
                                          • UT
                                          • VA
                                          • VI
                                          • VT
                                          • WA
                                          • WI
                                          • WV
                                          • WY

                                          Service and problem-solving create the best client experience

                                          Within her role as Team Administrator for Flatiron Partners, Emily supports her team in every possible way—from troubleshooting for clients, to account operations to general team initiatives. She enjoys the combination of client interaction as well as the problem-solving side of working with a Private Wealth Management team.

                                          “I’m passionate about helping create an experience for our clients that goes above and beyond. They expect and deserve that level of service.” — Emily Ostie

                                          Previous experience

                                          • Credit Suisse, Private Banking
                                          • Advest, Institutional Municipal Bonds

                                          FINRA registrations 

                                          • Series 7 and 63 securities licenses

                                          Education

                                          • B.A., business economics, SUNY Oneonta

                                          Life

                                          • Emily enjoys spending time with her husband and two daughters.

                                                299 Park Avenue
                                                New York, NY 10017
                                                emily.ostie@ubs.com
                                                Emily Ostie
                                                299 Park Avenue,New York,NY,10017

                                              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

                                              Global leader

                                              UBS is a leading and truly global wealth manager

                                              $5.8+ trn

                                              UBS Group invested assets
                                              As of 03/31/2024

                                              More than 160 years

                                              offering financial advice

                                              Insights