Committed to you, your goals and the path forward

Private Wealth Management

Mountain top

At Gatestone Financial Partners, you and your best interests are at the center of everything we do. We built our team with purpose to combine diverse talents and capabilities, all with the commitment toward helping Gatestone clients pursue their most important goals. For more than 20 years, we have advised our clients through every type of investment environment, however challenging.

Advice across generations

Just as our clients and their families have multigenerational needs and goals, our team is multigenerational. With Gatestone, you and your family can be a client for life. Our comprehensive financial planning approach, decades of experience and access to global resources allow us to guide clients confidently along their unique paths forward.

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

Family

A planning foundation

Portfolio Management

Corporate and executive services

Private wealth and family office services

Family Office Consultants (FOC)

Daniel Kilmurray and Craig Dunton are among a select group of Private Wealth Advisors who have earned the UBS business designation of Family Office Consultant (FOC). 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. As Private Wealth Advisors and FOCs, they understand the complexities of intergenerational wealth and the challenges facing their clients. Working together, they align their specific needs to the full suite of UBS capabilities and help them pursue their most important goals.

  • Daniel J. Kilmurray

    Daniel J. Kilmurray, FOC

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • DC
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    • IA
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    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
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    • MS
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    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
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    • OR
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    • RI
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    Dan serves as the chief investment officer for Gatestone Financial Partners. He began his financial services career at Merrill Lynch in 1981 and transitioned to a research associate role at Laidlaw Adams and Peck in 1983, covering the entertainment, toy and game industries. In 1984, he became a financial advisor and hedge fund sales specialist for Kidder, Peabody & Co., which was acquired by UBS in 2000.

    Dan's more than 30 years of financial service experience, knowledge, and leadership have led to his consistently being ranked as one of UBS top advisors in equity portfolio management and has been the team's CIO for 25 years. Dan helped found the Institutional Equities Group at UBS, the first joint venture between the UBS Investment Bank and Wealth Management in 2003 to cover hedge funds and high net worth individuals. Dan earned his B.A. from Lafayette College. He served on the Committee on Investments for the Lafayette College Board of Trustees, is an active donor and former board member of the National Council for Adoption. Dan founded and served as the President of the Wilmington Fund VT, created to rebuild Wilmington after the destruction from Hurricane Irene.

    • Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2016, 2017, 2019, 2020, 2021, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Financial Advisors, 2012, 2013, 2014, 2015The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Lafayette University, BA
    • Private Wealth Advisor
    • Family Office Consultant
    • Athletes and Entertainer Consultant
    100 West Putnam Ave
    2nd Floor
    Greenwich, CT 06830
  • Craig Dunton

    Craig Dunton, CFP, FOC

    Managing Director–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    • DC
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    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
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    • MI
    • MN
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    • NC
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    • NV
    • NY
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    • OR
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    Craig joined UBS Private Bank in 1999 working in New York, Zurich, and London. In 2001, he moved to the U.S. Wealth Management business and partnered with Dan Kilmurray to grow their advisory practice. Bringing a global perspective, Craig focuses on financial planning and wealth management, specializing in developing strategies to meet the needs of high net worth individuals. He is responsible for the implementation and review of capital allocation across our advisory business.

    Craig is a member of the Financial Planning Association and has been a speaker on the topics of planning and investments at New York Chapter events. He is an adjunct faculty member at New York University. In 2013, Craig was named to REP.'s inaugural “Top 40 Wirehouse Advisors Under 40.” He holds a B.S. from Cornell University and a graduate certificate in financial planning from New York University. Craig founded and ran a mentoring program between Cornell University alumni and New York City public high school students and is an active supporter of NYC hunger-ending initiatives.

    • Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Cornell University, BS
    • CERTIFIED FINANCIAL PLANNER™
    • Private Wealth Advisor
    • Family Office Consultant
    • Athletes and Entertainer Consultant
    • Corporate Stock Benefit Consultant
    1285 Avenue Of The Americas
    New York, NY 10019
  • William L. Einstein

    William L. Einstein

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • DC
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    • KS
    • KY
    • LA
    • MA
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    With more than 40 years in the financial services industry, Bill prides himself on finding out all he can about his clients, so he can create a full picture of their financial and life goals. By understanding his clients’ unique needs, he provides holistic wealth management that sets the course for achieving long-term success. Rooted in his deep knowledge of fixed income securities, Bill began his career in 1980 with Lebenthal and Co. Over the next 15 years, he transitioned to Salomon Brothers, Bear Stearns and First Boston. In 1995, Bill joined UBS predecessor firm PaineWebber. Throughout his career, he has been dedicated to protecting the financial well-being of his clients—primarily ultra-high net worth individuals and families—by focusing on providing comprehensive financial planning and investment management.

    Having built his practice on a disciplined and well-defined wealth management process, Bill offers guidance that is based on in-depth conversations with his clients and a thorough understanding of their goals, challenges and comfort with risk. 

    Bill earned his degree in economics from Trinity College in Hartford, CT. He has earned Series 3, 5, 7, 15, 63 and 65 securities licenses, as well as annuity and life insurance licenses. He and his wife of over 35 years have three grown children. 

    • Barron’s Top 100 Private Wealth Management Teams, 2021, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 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, 2018, 2019, 2020, 2021, 2022, 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.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Trinity College, BA
    • Private Wealth Advisor
    801 Laurel Oak Drive
    Suite 500
    Naples, FL 34108
  • John W. Hovekamp

    John W. Hovekamp

    Senior Vice President–Wealth Management

    Financial Advisor

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    • KS
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    • LA
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    John has over 30 years of experience in corporate executive services and developing wealth management strategies for high net worth clients going back to his joining Kidder Peabody & Co. which was acquired by UBS in 2000. He is passionate about the impact he has been able to have on clients and their families as he and his wife have three children and one grandchild.  John has a B.A. and M.A., both from Miami University.  He is an avid sailor and enjoys spending time out on the water.

    • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Miami University, BA
    • Miami University, MA
      1285 Avenue Of The Americas
      New York, NY 10019
    • Anthony M. Rundella

      Anthony M. Rundella, CEPA

      Senior Vice President–Wealth Management

      Certified Exit Planning Advisor

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      • KY
      • LA
      • MA
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      As one of the top Financial Advisors in the Workplace Wealth Services (WWS) group at UBS, Anthony Rundella has significant experience in assisting corporate executives. He provides guidance on corporate equity plans, as well as specializing in 10b5-1 plans, 10b-18 corporate stock buybacks and Rule 144 sales. Anthony has direct responsibility for numerous Fortune 100 and Fortune 500 company plans. These corporate relationships come from a variety of different sectors including financials, media, retail, defense, healthcare and consumer goods. 

      Anthony is an inaugural member of the UBS Corporate Advisory Board and the UBS Workplace Wealth Services Steering Committee which helps guide the strategic road map for the equity compensation business.  Anthony has participated in numerous panels for various aspects of equity compensation, including corporate partnerships and pre-IPO education.  He is a graduate of St. John's University.

      Anthony is an active supporter of The Sunshine Kids, a non-profit organization dedicated to children with cancer and No Greater Sacrifice (NGS), providing scholarships and resources to the children of our nation's fallen and wounded Service members.

      • Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
      • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
      • Barron's Top 1,200 Financial Advisors, 2016, 2017, 2019, 2020
        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, 2019, 2020, 2021, 2022, 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.
      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • St. John's University, BS
      • Certified Exit Planning Advisor
      • Private Wealth Advisor
      • Corporate Stock Benefit Consultant
      1285 Avenue Of The Americas
      New York, NY 10019
    • Dick Johnson

      Richard Johnson

      Senior Vice President–Wealth Management

      Financial Advisor

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      • LA
      • MA
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      I am a seasoned 25 plus year veteran of the securities industry.  Having lived through several market cycles, bubbles, recessions and recoveries I have learned great respect for the importance of solid investment advice and risk tolerance.  I am a Senior Portfolio Manager in our Portfolio Management Program and also offer access to other wealth management strategies.

      I attended Trinity Pawling High School in Pawling, New York and went on to earn a B.A. Degree with a major in Economics from Washington and Jefferson College in Pennsylvania.  I completed my formal education at Long Island University with an M.B.A. in finance.  After 2 years in the military I entered the securities industry and have been learning ever since.  My interests include golf, boats, cars and most spectator sports. 

      • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Washington and Jefferson College, BA
        1285 Avenue Of The Americas
        New York, NY 10019
      • Stephen J. Blaber

        Stephen J. Blaber

        Senior Vice President–Wealth Management

        Private Wealth Advisor

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        • DC
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        • GA
        • HI
        • IA
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        • 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
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        • WY
        Steve began his career in financial services at Fleet National Bank in 1981. Following business school, he joined the fixed income training program at Manufacturers Hanover Trust in 1986. Steve was hired by PaineWebber in 1992 as a regional institutional salesperson for the municipal bond department. In 2010, he joined our team, where he applies his extensive knowledge of municipal issuers and credit structures to advise clients in the management of municipal securities portfolios. Steve received his B.A. from College of the Holy Cross in 1981 and his M.B.A. from Columbia Business School in 1986.
        • Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
        • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
        • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • College of the Holy Cross, BA
        • Columbia Business School, MBA
        • Private Wealth Advisor
        1285 Avenue Of The Americas
        New York, NY 10019
      • Andrew Megee

        Andrew Megee, CFP

        Senior Vice President–Wealth Management

        CERTIFIED FINANCIAL PLANNER™

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        • 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
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        • WY

        Andy began his career with UBS in the summer of 2011 as a member of the Graduate Training Program. Most recently, he worked as a taxable and municipal bond specialist. Andy, who joined The KDR Group in 2014, leverages his diverse background to assist with our municipal bond portfolio management and the delivery of our wealth management services. He is a CERTIFIED FINANCIAL PLANNER™ as well as a Corporate Stock Benefit Consultant and specializes in customizing financial plans for individuals and their families. Andy received a B.A. from Yale University.

        • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
        • Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Yale University, BA
        • CERTIFIED FINANCIAL PLANNER™
        • Private Wealth Advisor
        • Athletes and Entertainer Consultant
        • Corporate Stock Benefit Consultant
        1285 Avenue Of The Americas
        New York, NY 10019
      • John Austin Alex

        John Austin Alex, CFP, ChFC

        First Vice President–Wealth Management

        Financial Advisor

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        • CA
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        • 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
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        • UT
        • VA
        • VI
        • VT
        • WA
        • WI
        • WV
        • WY

        John has been with UBS since 2006 and provides clients with wealth management services, focusing on both financial and retirement planning. He is a Corporate Stock Benefit Consultant and works with clients to develop strategies to protect them from the risks associated with concentrated stock positions. He also has experience in assisting corporate executives with their equity awards, including stock options, restricted stock, and 10b5-1 plans. He earned his B.S. from Fairleigh Dickinson University.

        • Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
        • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
        • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Fairleigh Dickinson University, BS
        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Financial Consultant
        • Corporate Stock Benefit Consultant
        1285 Avenue Of The Americas
        New York, NY 10019
      • Will Einstein

        William Einstein, CFA, CFP

        Director

        Financial Advisor

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        • AK
        • AL
        • AR
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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
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        • PR
        • RI
        • SC
        • SD
        • TN
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        • UT
        • VA
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        • VT
        • WA
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        • WV
        • WY

        Will serves his clients through all financial stages of life. He works with clients and their other professionals to develop, coordinate, and implement comprehensive strategies related to investment, insurance, retirement, tax, and estate planning. Will’s interest in investing and capital markets led him to the financial services industry, but his passion to help others in what matters most to them drove him to wealth management. 

        Prior to joining Gatestone Financial Partners, Will worked on the UBS Fixed Income Sales & Trading desk. Will was a lead salesperson working with individuals, family offices, and middle market clients. He then worked as a senior credit research analyst on the capital markets desk to help manage fixed income portfolios. Will graduated from Connecticut College where he earned a B.A. in economics with a minor in history and was a 4-year member of the varsity ice hockey program. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.

        • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
        • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Connecticut College, BA
        • Chartered Financial Analyst®
        • CERTIFIED FINANCIAL PLANNER™
        1285 Avenue Of The Americas
        New York, NY 10019
      • Tim Johnson

        Timothy Johnson

        Vice President–Wealth Management

        Financial Advisor

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        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MT
        • NC
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
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        • PR
        • RI
        • SC
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        • WY

        I attended John Jay High School in Cross River, New York and continued on to receive my bachelors degree in Business Management from Moravian College.

        I am FINRA-registered and hold Series 7 and 66 securities licenses. I joined UBS in January 2015 with a focus on financial planning and client relations.

        My interests include golf, skiing, traveling, and being involved in my local community.

        • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
        • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Moravian College, BA
          1285 Avenue Of The Americas
          New York, NY 10019
        • Joseph R. Carrino

          Joseph R. Carrino, CFP

          Investment Associate

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          • KY
          • LA
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          Joe is the head trader for our team. He spent a year at the investment banking firm, Hornblower & Weeks before joining the Financial Advisory Training program at UBS in 2000. From 2002 to 2005 Joe specialized in Sales & Trading for foreign banks and various hedge funds. He later joined Gatestone Financial Partners to support the trading of the team’s proprietary Equity Portfolios and managed execution for equity, debt, derivatives, foreign exchange and commodities. Currently, Joe oversees all transaction activities for our team. He received a B.S. from Arizona State University and he became a Certified Financial Planner® professional in 2023.

            • Arizona State University, BS
            • CERTIFIED FINANCIAL PLANNER™
            1285 Avenue Of The Americas
            New York, NY 10019
          • Amy Leff-Temple

            Amy Leff-Temple

            Team Administrator

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            Amy is the team administrator for our wealth management services. In 1991, she joined Kidder, Peabody & Co., which was acquired by UBS in 2000. Amy formerly held positions with Merrill Lynch, Shearson Lehman and Prudential. She is responsible for taking care of clients’ day-to-day service needs and oversees client on boarding, administrative and processing functions. Amy received her B.A. from SUNY College at Oneonta.

              • SUNY-Oneonta, BA
                1285 Avenue Of The Americas
                New York, NY 10019
              • Gwen L. Jordan

                Gwen L. Jordan

                Team Administrator

                Team Business Manager

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                • KY
                • LA
                • MA
                • MD
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                • MN
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                Gwen is the team business manager for Gatestone Financial Partners. Prior to this role, she was team administrator specializing in Corporate Stock Benefit plans. She joined UBS in 2000 after working for Prudential. Gwen is responsible for taking care of our teams’ day-to-day service needs and overseeing administrative and processing functions. Gwen holds a B.A. from the University of Maryland.

                  • University of Maryland-College Park, BA
                  • Team Business Manager
                  • Corporate Stock Benefit Consultant
                  1285 Avenue Of The Americas
                  New York, NY 10019
                •  Maureen E. Kelly

                  Maureen E. Kelly

                  Senior Wealth Strategy Associate

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                  Maureen began her career in financial services in 1991 with Smith Barney and joined UBS predecessor firm, PaineWebber, in 1994. 

                  Working primarily with affluent individuals and families, Maureen is dedicated to helping clients build more than a financial plan, but also a life plan focused on their individual goals and needs. Beyond investment management, Maureen understands that clients want superior service and holistic wealth management that is centered on their individual financial situation.

                   

                    • New York Institute of Technology
                      1285 Avenue Of The Americas
                      New York, NY 10019
                    • Cynthia Guzman

                      Cynthia Guzman

                      Senior Client Associate

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                        Cynthia is the Client Service Associate for our wealth management business. She joined UBS in 2012 as a branch service associate, working in the Operations Department. She transitioned from branch operations to a client facing role in April of 2015. She is responsible for taking care of clients' day-to-day service needs and oversees client on-boarding, administrative, and processing functions. Cynthia received her B.B.A. degree from Pace University.

                          • Pace University, BBA
                            1285 Avenue Of The Americas
                            New York, NY 10019
                          • Keyrn Gordon

                            Keyrn Gordon, CFP

                            Senior Wealth Strategy Associate

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                            Keyrn brings over two decades of invaluable experience to the financial services industry. His journey began in 1999 at TD Waterhouse, where he started as an account officer while completing his senior year of college at night.  After three years there, he moved to Merrill Lynch, where he worked in roles spanning Wealth Management and the Research Department, over an eight year period.  In 2010, Keyrn joined UBS, where he currently works as a trader for the team. In this role he collaborates closely with the head trader, overseeing the management of the team’s proprietary equity portfolios and executing transactions in equity, debt, derivatives and foreign exchange markets. 

                            Keyrn graduated with a B.A. in Psychology from Hunter College and is a Certified Financial Planner™ professional.  He holds the Series 7,9,10,31,63 and 65 securities licenses as well as the Life and Health insurance licenses.

                              • Hunter College, BA
                              • CERTIFIED FINANCIAL PLANNER™
                              1285 Avenue Of The Americas
                              New York, NY 10019
                            • Nica Hovekamp

                              Nica Hovekamp

                              Client Associate

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                                Nica is a Client Service Associate for our wealth management business. She started as an intern at UBS while in college and ultimately took a fulltime position in 2017. Nica is responsible for taking care of clients' day-to-day service needs and oversees client on-boarding, administrative, and processing functions. She received her B.A. degree from Hunter College in New York City.

                                  • Hunter College, BA
                                    1285 Avenue Of The Americas
                                    New York, NY 10019
                                  • Will Gilbert

                                    Will Gilbert

                                    Client Associate

                                    Corporate Stock Benefit Consultant

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                                    Will is a Client Service Associate for our wealth management business. Prior to joining our team, he worked in our Weehawken office as a KYC Analyst for 9 months and then as a Quality Control Analyst for over 2 years. Will is responsible for taking care of clients’ day-to-day service needs and oversees client on boarding, administrative and processing functions. Will graduated from Lehigh University with a B.S. in Finance. Will is FINRA-registered and holds Series 7 and 66 licenses.

                                     

                                      • Lehigh University, BS
                                      • Corporate Stock Benefit Consultant
                                      1285 Avenue Of The Americas
                                      New York, NY 10019
                                    • Tom McCormack

                                      Thomas McCormack

                                      Client Associate

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                                        Tom is the Client Service Associate for our wealth management business. He joined UBS in 2022 as a branch service associate, working in the Operations Department. He transitioned from branch operations to a client facing role in 2023. He is responsible for taking care of clients' day-to-day service needs and oversees client on-boarding, administrative, and processing functions. Tom graduated from Lehigh University with a B.S. in Finance

                                          • Lehigh University, BS
                                            1285 Avenue Of The Americas
                                            New York, NY 10019
                                          • Edwin Estepa

                                            Edwin Estepa

                                            Senior Client Associate

                                            Corporate Stock Benefit Consultant

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                                            • IN
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                                            Edwin is the Client Service Associate for our corporate services. He joined UBS in 2008 as a branch service associate, working in the Operations Department. He transitioned from branch operations to a client facing role in 2023. Edwin is responsible for taking care of clients’ day-to-day service needs and oversees client on boarding, administrative and processing functions. Additionally, he is one of the specialists that works with our Corporate Stock Benefit plans.

                                                • Corporate Stock Benefit Consultant
                                                1285 Avenue Of The Americas
                                                New York, NY 10019
                                              • Michele Fritz

                                                Michele Fritz

                                                Senior Client Associate

                                                Corporate Stock Benefit Consultant

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                                                Michele is the Client Service Associate for our corporate services. She joined UBS in 2002 after working for Universal Music Group as a manager of the production department. Michele is responsible for taking care of clients’ day-to-day service needs and oversees client on boarding, administrative and processing functions. Additionally, she is one of the specialists that works with our Corporate Stock Benefit plans.

                                                    • Corporate Stock Benefit Consultant
                                                    1285 Avenue Of The Americas
                                                    New York, NY 10019

                                                  The proof is in our numbers

                                                  7+ billion

                                                  Assets under management

                                                  22 person

                                                  seasoned team

                                                  150+

                                                  Collective years of experience


                                                  Backed by the strength of UBS

                                                  A global leader in wealth management

                                                  $5+ trillion

                                                  In invested assets globally 
                                                  As of 11/07/2023

                                                  51 countries

                                                  Our global footprint

                                                  Global leader

                                                  UBS is a world-leading wealth manager

                                                  Managing wealth is our craft

                                                  We’re committed to understanding what wealth means for you.

                                                  At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                                                  Insights