Experience

With more than 35 years of experience navigating clients through a wide range of financial markets, Mike serves as Senior Portfolio Manager and Founder of Giacone Partners. He established and leads the team, guiding its long-term vision while remaining deeply involved in portfolio construction and oversight. Mike leverages his extensive expertise in selecting and monitoring top institutional money managers, hedge funds, and private equity funds. His top priority is risk mitigation—keeping clients’ wealth and legacy at the forefront of every investment decision.

Prior to joining UBS in 2009, Mike worked at Morgan Stanley beginning in 2007. He earned 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 holds Series 7, Series 3, Series 63, Series 65, and Series 8 securities licenses, in addition to an insurance license.

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

Anthony is a Senior Portfolio Manager and Certified Financial Planner™ (CFP®) with 30 years of industry experience. He specializes in wealth preservation, risk management, and the implementation of financial planning strategies for multi-generational high-net-worth families. Anthony also brings extensive knowledge of trust and estate planning to his work, helping clients navigate complex legacy and succession considerations.

He earned his B.A. in Economics from SUNY New Paltz and currently resides in Long Island City, New York. On the weekends, Anthony enjoys spending time at his home in upstate New York.

Tom has been providing financial guidance to clients for more than 30 years. He graduated from Rutgers University, where he was a member of the men’s lacrosse team. During that time he was the recipient of the Robert Collett Award. He went on to complete the Morgan Stanley Investment Consultant’s Program at the Wharton School of the University of Pennsylvania.

As the team’s Syndicate Coordinator and Equity Specialist, Tom leverages his extensive experience to provide clients with access to equity opportunities and specialized market insights.

Tom lives in Fairfield, Connecticut with his wife. He has two children and remains active in his community. Outside the office, he plays in a masters lacrosse league and also enjoys tennis and cycling.

Michael played Division I Football at Boston College, where he graduated from the Wallace E. Carroll School of Management in 2016 with a Bachelor’s Degree in Marketing and Management. Following graduation, he completed his final season with the Eagles while pursuing a Master’s Degree in Leadership & Administration, which he earned in May 2017. Shortly thereafter, he joined UBS.

Before fully integrating into the team, Michael spent nearly a year rotating through UBS Capital Markets, gaining broader exposure to the firm and deepening his understanding of global markets.

Now as a Certified Investment Management Analyst® (CIMA®), Michael focuses on constructing investment strategies, conducting due diligence screenings, and exploring alternative investment solutions. He also holds the Certified Exit Planning Advisor (CEPA®) designation, specializing in helping business owners achieve successful transitions and exits.

Michael lives in Westfield, New Jersey with his wife and their two children.

Doug serves as the team’s dedicated Relationship Manager for high-net-worth families, where he oversees the implementation and monitoring of managed portfolios. With more than 15 years of industry experience, he brings a keen eye for operations and compliance while ensuring a seamless financial experience for clients. In addition to managing portfolio execution, Doug is responsible for equity and fixed income trading across client accounts.

He is a Chartered Retirement Planning Counselor™ (CRPC™) and holds Series 7, 63, and 65 securities licenses as well as an insurance license. Doug earned his Bachelor of Science in Economics from the Smeal College of Business at Pennsylvania State University.

Doug lives in Westfield, New Jersey with his wife, their two daughters, and the family dog

Victoria graduated from Baruch College in 2013 with a Bachelor of Arts in Corporate Communications and Economics. During her undergraduate studies, she gained exposure to wealth management through an internship with Morgan Stanley, which led to a Client Service Associate role. Upon graduation, she was selected as one of only ten analysts in the Morgan Stanley Diversity Council’s Branch Analyst Program.

Now a Certified Financial Planner™ (CFP®) with over a decade of industry expertise, Victoria works closely with high-net-worth families to design tailored financial plans that align with their goals and desired lifestyles.

Victoria lives on Long Island with her husband and their two children.

Alexis graduated from Fordham University’s Gabelli School of Business in 2015 with a Bachelor’s Degree in Business Management and Finance. She focuses on client services, overseeing operational and administrative responsibilities while also managing daily account monitoring and assisting clients with their cash management needs.

Alexis holds her Series 7 and 66 securities licenses, and is a Chartered Retirement Planning Counselor™ (CRPC™).

She lives in Long Island City with her husband and their two dogs.