Innovation seeking opportunity

Private Wealth Management

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.

Let us help you seize your next opportunity

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.

Business sale and transition

Build. Expand. Exit.

We help entrepreneurs, founders and their families minimize risk and optimize the sale of their business—potentially one of the greatest liquidity events of their lives and also one of the most complex. Our early-stage planning insight, disciplined analysis of your multifaceted transaction and ongoing participation in the deal may be useful in helping you facilitate a successful exit, but also integrate this major financial decision into your overall wealth strategy.

Planning for it—sooner than later. So many factors come into play when you're considering selling your company—from tax and estate planning issues to family dynamics. Given the complexity of the transition, we've found that the sooner we engage in planning discussions the better. We will not only address the best strategies for helping you manage the proceeds in advance of your exit, we‘ll connect you with resources firm-wide to support your business, long-term wealth preservation and legacy goals.

Accessing Investment Banking relationships. According to UBS Investor Watch research, many business owners never had their businesses formally appraised or established structures to shield sales proceeds. We can help assemble the right presale advisory team, including coordinating with our investment banking team for insight into structuring your transaction, appraisals and valuations. Working together, we'll help ensure you have the appropriate strategy and take the right steps at the right time to make the most of your sale.

Through the UBS Advanced Planning team, we can also provide you with access to additional expertise from specialists in:

Merger and acquisition advisory services
Cross-border issues
Private equity and debt financing
Risk management
Estate planning
Tax management

Managing intergenerational wealth

Clarity and creativity for exceptional families

We don’t simply manage family investments—we connect with and nurture our relationships with entire families. No matter what your generation or life circumstances, we strive to understand the goals you value most, clarify your priorities and concerns and “direct” our advice to provide creative solutions that address them.

Shaping family legacies. Because we understand the dynamics of families and their wealth transfer needs, we can help you build a thoughtful plan for transitioning assets to future generations. We begin our planning process with deep discovery conversations that will fully identify your priorities, goals, concerns and values—all factors that can help prepare the next generation for responsibly carrying on your legacy.

Working with the UBS Family and Philanthropy Advisory team of specialists, we offer the following resources:

Designing and facilitating productive family meetings
Helping you transform family values into a shared family vision
Creating engaging wealth education sessions for the rising generation
Promoting a meaningful intergenerational dialogue about what really matters

Building millennial relationships. Whether you’re enjoying the good fortune of inheritance, or achieving significant success from your personal career, we understand having skepticism about market volatility and investing for the future. The past can be a prudent teacher. But to us, that’s all the more reason why long-term planning advice makes sense. Whatever your concerns about financial security, we are insightful collaborators with the experience to help inform your decisions and instill confidence in the choices you make today and down the road.

Guiding exceptional women forward

Opportunity vs. security

You may be running your household or your own company. Building a career or retiring from one. To us, good financial planning advice is invaluable no matter where you are in your life. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. Wealth, though, is not just about security. It's about opportunity. We're here to help you fully embrace those opportunities that can enrich and empower you throughout your lifetime.

Divorcing later in life. As women’s life expectancies increase, the rate of divorce for individuals over age 50 continues to climb. This “graying“ of divorce means that more and more women are finding themselves financially on their own—often for the first time in their lives.

Voices of women who‘ve been there. Many women we work with, although somewhat involved in financial decisions while they were married, regretted not participating more. Age doesn‘t make it any better. In fact, UBS research tells us just the opposite. 61% of millennial women leave financial decisions to their partner compared with only 54% of women from older generations.

The time to become financially involved is today, not when unforeseen events happen. We‘re tough yet compassionate problem-solvers who can stand with you, help you clarify and then plan confidently to help you take charge of your future.

Sonia M. Attkiss

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
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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 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 July 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

Managing Director–Wealth Management

Private Wealth Advisor
View bio
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Hard work, integrity and perseverance

Matthew grew up in a family that was very involved in the financial markets. Matt joined UBS Financial Services Inc., Private Wealth Management Division 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

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
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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

Managing Director–Wealth Management

Private Wealth Advisor
View bio
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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

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
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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 40The 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
Saman Samii

First Vice President–Wealth Management

Financial Advisor
View bio
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Advising founders and entrepreneurs who are building, scaling, and exiting exceptional companies.

Samii helps clients simplify complexity—organizing, planning, and managing every aspect of their financial lives while positioning them for major liquidity events. Samii is particularly focused on venture-backed and private-equity-backed business owners preparing for a sale, recapitalization, or strategic investment. By leveraging the full global capabilities of UBS—including advanced planning, investment banking, private markets, and a wide network of elite professionals—he ensures clients are equipped with the right strategies at the right time to expand, protect, and ultimately transition their wealth.

“My job is to simplify the financial lives of a founder - then mobilize the right resources before the market forces the timeline”

—Saman Samii

Relationships matter. As a natural connector, Samii leads with access, insight, and execution—quarterbacking resources across UBS and his curated ecosystem so founders can stay focused on running their companies while he helps them design the next chapter.

Past Experience
- Director of Development, ClubCorp
- Entrepreneur & Small Business Owner
- Professional Tennis Coach
Education & Designations
- B.A., Business Administration, Cameron University
- B.A., Communication, Cameron University
- M.S., Kinesiology, University of Central Oklahoma
- Certified Exit Planning Advisor® (CEPA®)
Life & Interests
- World traveler, passionate cook, lifelong athlete
- NCAA All-American Tennis Player 2008 & 2009
- Competed professionally on the International Tennis Federation Pro Circuit representing Sweden
- Certified Exit Planning Advisor
100 Crescent Court
Dallas, TX 75201

saman.samii@ubs.com

Saman Samii

100 Crescent Court,Dallas,TX,75201

Noah Friedman

Authorized Officer

Senior Wealth Strategy Associate
View bio
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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. Clients value his attention to detail, transparency, and personal touch.

“As a member of Flatiron Partners with UBS Private Wealth Management, I work at the challenging, rewarding nexus of the personal and the financial, combining my curiosity for markets and investments with a genuine interest in people.” — Noah Friedman

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 enthusiast.
- He enjoys spending time with his wife and two children at home.
299 Park Avenue
New York, NY 10017

noah.friedman@ubs.com

Noah Friedman

299 Park Avenue,New York,NY,10017
Whitney Birtwell

Senior Wealth Strategy Associate
View bio
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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 husband and two children in Norwell, MA. She also enjoys playing paddle ball, tennis, and pickleball with friends.
299 Park Avenue
New York, NY 10017

whitney.birtwell@ubs.com

Whitney Birtwell

299 Park Avenue,New York,NY,10017
Connor Gustafson

Registered Client Associate
View bio
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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

Senior Client Associate
View bio
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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

Team Administrator
View bio
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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
Mia Warshaw

Client Associate
View bio
Client Service Associate specializing in team operations and client
service.

Mia joins UBS directly from undergrad where she received a B.S. in Finance from the Robert H. Smith School of Business at the University of Maryland
299 Park Avenue
New York, NY 10017

mia.warshaw@ubs.com

Mia Warshaw

299 Park Avenue,New York,NY,10017

Margaret Daniel

Client Associate
View bio
Decades of experience, anchored in disciplined client service.

Meg has supported clients across a wide range of roles, developing deep operational expertise and a strong commitment to delivering exceptional client service. Meg takes pride in ensuring every client interaction reflects thoughtful, attentive care.
100 Crescent Court
Dallas, TX 75201

meg.daniel@ubs.com

Margaret Daniel

100 Crescent Court,Dallas,TX,75201

Sonia M. Attkiss

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
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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 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 July 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

Managing Director–Wealth Management

Private Wealth Advisor
View bio
- AK
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Hard work, integrity and perseverance

Matthew grew up in a family that was very involved in the financial markets. Matt joined UBS Financial Services Inc., Private Wealth Management Division 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

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
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- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
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- MT
- NC
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- NJ
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- NY
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- OR
- PA
- PR
- RI
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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

Managing Director–Wealth Management

Private Wealth Advisor
View bio
- AK
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- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
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- IN
- KS
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- LA
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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

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
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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 40The 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
Saman Samii

First Vice President–Wealth Management

Financial Advisor
View bio
- AK
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Advising founders and entrepreneurs who are building, scaling, and exiting exceptional companies.

Samii helps clients simplify complexity—organizing, planning, and managing every aspect of their financial lives while positioning them for major liquidity events. Samii is particularly focused on venture-backed and private-equity-backed business owners preparing for a sale, recapitalization, or strategic investment. By leveraging the full global capabilities of UBS—including advanced planning, investment banking, private markets, and a wide network of elite professionals—he ensures clients are equipped with the right strategies at the right time to expand, protect, and ultimately transition their wealth.

“My job is to simplify the financial lives of a founder - then mobilize the right resources before the market forces the timeline”

—Saman Samii

Relationships matter. As a natural connector, Samii leads with access, insight, and execution—quarterbacking resources across UBS and his curated ecosystem so founders can stay focused on running their companies while he helps them design the next chapter.

Past Experience
- Director of Development, ClubCorp
- Entrepreneur & Small Business Owner
- Professional Tennis Coach
Education & Designations
- B.A., Business Administration, Cameron University
- B.A., Communication, Cameron University
- M.S., Kinesiology, University of Central Oklahoma
- Certified Exit Planning Advisor® (CEPA®)
Life & Interests
- World traveler, passionate cook, lifelong athlete
- NCAA All-American Tennis Player 2008 & 2009
- Competed professionally on the International Tennis Federation Pro Circuit representing Sweden
- Certified Exit Planning Advisor
100 Crescent Court
Dallas, TX 75201

saman.samii@ubs.com

Saman Samii

100 Crescent Court,Dallas,TX,75201
Noah Friedman

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
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- LA
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- ME
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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. Clients value his attention to detail, transparency, and personal touch.

“As a member of Flatiron Partners with UBS Private Wealth Management, I work at the challenging, rewarding nexus of the personal and the financial, combining my curiosity for markets and investments with a genuine interest in people.” — Noah Friedman

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 enthusiast.
- He enjoys spending time with his wife and two children at home.
299 Park Avenue
New York, NY 10017

noah.friedman@ubs.com

Noah Friedman

299 Park Avenue,New York,NY,10017
Whitney Birtwell

Senior Wealth Strategy Associate
View bio
- AK
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- AR
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- DC
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- GA
- HI
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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 husband and two children in Norwell, MA. She also enjoys playing paddle ball, tennis, and pickleball with friends.
299 Park Avenue
New York, NY 10017

whitney.birtwell@ubs.com

Whitney Birtwell

299 Park Avenue,New York,NY,10017
Connor Gustafson

Registered Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
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- LA
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- MD
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- NC
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- NY
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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

Senior Client Associate
View bio
- 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

Team Administrator
View bio
- 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
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- NE
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- NJ
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- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
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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
Mia Warshaw

Client Associate
View bio
Client Service Associate specializing in team operations and client
service.

Mia joins UBS directly from undergrad where she received a B.S. in Finance from the Robert H. Smith School of Business at the University of Maryland
299 Park Avenue
New York, NY 10017

mia.warshaw@ubs.com

Mia Warshaw

299 Park Avenue,New York,NY,10017
Margaret Daniel

Client Associate
View bio
Decades of experience, anchored in disciplined client service.

Meg has supported clients across a wide range of roles, developing deep operational expertise and a strong commitment to delivering exceptional client service. Meg takes pride in ensuring every client interaction reflects thoughtful, attentive care.
100 Crescent Court
Dallas, TX 75201

meg.daniel@ubs.com

Margaret Daniel

100 Crescent Court,Dallas,TX,75201

Leadership Lounge Podcast

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More than opinion. Confidence.

The value of Family Office Consultant (FOC)

Business sale and transition

Managing intergenerational wealth

Guiding exceptional women forward

Sonia M. Attkiss

Commitment. Engagement. Dedication.

Matthew S. Buchsbaum

Hard work, integrity and perseverance

Gerard J. Costello

Tireless and tenacious in our approach to advising clients

Scott M. Rosenberg

Forward thinker driven to help deliver the best for clients

Michael A. Lorenzo

Helping clients grow and preserve their wealth.

Saman Samii

Noah Friedman

Advice tailored to the unique lives and needs of sophisticated clients

Whitney Birtwell

Client-focused wealth management committed to service and solutions

Connor Gustafson

Tailored wealth management, grounded in knowledge and experience

Toni Libassi

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

Emily Ostie

Service and problem-solving create the best client experience

Mia Warshaw

Margaret Daniel