Global access. Strategic solutions.

Private Wealth Management

[PWM] Executive window

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

While we manage your wealth, we understand that we are dealing with more than money. The end result is to make a difference in your life and the life of your family.

- Michael A. Giacone

Pursuing your goals together

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

  • Michael Giacone Profile Photo

    Michael Giacone

    Managing Director–Wealth Management

    Senior Portfolio Manager

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV

    Mike's industry expertise has navigated clients through more than 35 years of varying financial markets. Ranked as one of the top Financial Advisors in New York City by Forbes, Mike has been recognized industry wide for his commitment to helping clients achieve their financial goals.  Mike is the Senior Portfolio Manager and founder of Giacone Partners.  He has also earned the distinction of UBS Managing Director, a title reserved only for the highest ranking Financial Advisors. 

    As a Senior Portfolio Manager, Mike constructs and oversees several customized financial models. He has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds.  Mike's top priority as Senior Portfolio Manager is risk mitigation–keeping clients' wealth and legacy always at the forefront of the investment process.

    Prior to joining UBS in 2009, Mike was a member of Morgan Stanley's prestigious Chairman's Club and was appointed head of the FA Council.  He is now an esteemed member of the Chairman's Club at UBS. Mike received his B.S. in Business from Wagner College and completed the Senior Financial Advisor Program at the Wharton School of the University of Pennsylvania. He has completed the UBS Portfolio Management Program and maintains his Series 7, Series 3, Series 63, Series 65, and Series 8 securities licenses, as well as his Insurance license.

    Mike has two children and currently lives in Westfield, New Jersey with his wife Jean.  Outside of the office, Mike is an avid boater, and has a passion for deep sea fishing.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.

    • Wagner College , B.S. in Business
    • Senior Portfolio Manager
    • Private Wealth Advisor
    1251 Avenue of Americas
    2nd Floor
    New York, NY 10020
  • Anthony Depalma Profile Photo

    Anthony DePalma, CFP

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV

    Anthony brings 30 years of industry experience to our team. He is responsible for the wealth preservation, risk management, and implementation of financial planning for multi-generational high net worth clients. Anthony manages the team's Total Return and Energy Portfolios. Anthony earned a BA in Economics from SUNY New Paltz, and currently resides in Long Island City, NY.

      • SUNY New Paltz, BA in Economics
      • CERTIFIED FINANCIAL PLANNER™
      • Senior Portfolio Manager
      • Private Wealth Advisor
      1251 Avenue of Americas
      2nd Floor
      New York, NY 10020
    • Thomas Badger Profile Photo

      Thomas Badger

      Senior Vice President–Wealth Management

      Portfolio Manager

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • IN
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • VT
      • WA
      • WI
      • WV

      Tom has provided financial guidance to clients for more than 28 years. He graduated with a B.A. from Rutgers University, Rutgers College where he was a member of the Lacrosse Team '88 to '92 and honored recipient of the Robert Collett Award. He also completed the Morgan Stanley Investment Consultant's Program at the Wharton School, University of Pennsylvania. Tom is the team Syndicate Coordinator and Equity Specialist. He lives in Fairfield, CT with his wife and two children and is active in his community. Tom plays in a masters lacrosse league and enjoys tennis and cycling.

        • Rutgers University, Rutgers College, B.A.
        • Portfolio Manager
        • Private Wealth Advisor
        1251 Avenue of Americas
        2nd Floor
        New York, NY 10020
      • Douglas Rich Profile Photo

        Douglas Rich, CRPC

        Authorized Officer

        Team Administrator

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        • CA
        • CT
        • DC
        • FL
        • MA
        • MO
        • MS
        • MT
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OR
        • PA
        • SC
        • TX
        • WA

        Doug has pursued knowledge of financial issues that impact clients since 2010. Prior to his role as Team Administrator Doug gained industry experience as the team's Registered Client Service Associate and as a Wealth Strategy Associate. He earned his Bachelor of Science in Economics from the Smeal College of Business at the Pennsylvania State University and holds his Series 7, 63, and 65 licenses as well as his Insurance License. Doug is the account manager for the high net worth clients and oversees the implementation and monitoring of managed portfolios and equity and fixed income trading. He lives in Westfield, New Jersey with his wife, daughter, and dog.

          • Smeal College of Business at The Pennsylvania State University, Bachelor of Science in Economics
          • Chartered Retirement Planning Counselor℠
          1251 Avenue of Americas
          2nd Floor
          New York, NY 10020
        • Michael Christopher Giacone Profile Photo

          Michael Christopher Giacone, CIMA, CEPA

          Senior Wealth Strategy Associate

          Certified Investment Management Analyst®

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          • FL
          • NJ
          • NY

          Michael played Division I College Football at Boston College. He graduated from the Wallace E. Carroll School of Management in 2016 with a Bachelor's Degree in both Marketing and Management. Following graduation, Michael played out his final season with the Eagles while pursuing a Master's Degree in Leadership & Administration. After receiving his Master's degree in May of 2017, Michael joined Giacone Partners in June of 2017.

          Michael's role is to help clients achieve and maintain financial success by connecting with them, understanding their financial goals, and offering insightful advice. He is responsible for actively monitoring investment strategies, conducting investment product due diligence, and seeking alternative investment solutions. Michael has completed The Wharton School's Certified Investment Management Analyst Program, and holds his Series 7 and 66 licenses as well as his Insurance License. Michael currently lives in Westfield, New Jersey with his wife Janie and their dog Henry.

            • Boston College, The Wallace E. Carroll School of Management: 2016
            • Boston College, Woods College of Advancing Studies: 2017
            • Certified Investment Management Analyst®
            • Certified Exit Planning Advisor
            1251 Avenue of Americas
            2nd Floor
            New York, NY 10020
          • Victoria Gottlieb Profile Photo

            Victoria Lynn Gottlieb, CFP

            Authorized Officer

            Senior Wealth Strategy Associate

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            • CA
            • CT
            • DC
            • FL
            • MO
            • NJ
            • NM
            • NY

            Victoria graduated from Baruch College with a Bachelor of Arts in Corporate Communications and Economics in May of 2013. While earning her undergraduate degree, Victoria became exposed to wealth management through interning at Morgan Stanley where her tenure was extended into the Client Service Associate role. Upon graduation, Victoria was accepted as one of ten analysts in the Morgan Stanley Diversity Council's Branch Analyst Program. 

            Victoria currently holds her Series 7 and 66 licenses as well as her Insurance License. Victoria specializes in financial planning as well as market and investment research. She currently lives in Woodside, Queens and enjoys traveling, cycling, and meditating.

              • Baruch College , Bachelor of Arts in Corporate Communications and Economics
              • CERTIFIED FINANCIAL PLANNER™
              1251 Avenue of Americas
              2nd Floor
              New York, NY 10020

            A team approach

            Your life, wealth and future

            Goals-based planning

            investments

            Investment Management

            Tailored lending and cash management

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager