Experience

With more than 39 years of experience guiding clients through diverse market environments, Mike serves as Senior Portfolio Manager of Giacone Partners. He established the team and continues to shape its long-term vision while remaining actively involved in portfolio construction and investment oversight. Mike draws on deep knowledge in sourcing, evaluating, and monitoring institutional money managers, hedge funds, and private equity investments. His foremost priority is risk mitigation, ensuring clients’ wealth preservation and legacy remain central to every investment decision.

Prior to joining UBS in 2009, Mike began his career at Morgan Stanley in 1988. He earned a Bachelor of Science in Business from Wagner College and completed the Senior Financial Advisor Program at the Wharton School of the University of Pennsylvania. Mike holds Series 7, 3, 63, 65, and 8 securities licenses, as well as an insurance license.

Mike resides in Westfield, New Jersey with his wife, Jean. He has two children and, outside the office, enjoys boating and 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 provided financial guidance to clients for more than 32 years, helping them navigate evolving market conditions with disciplined investment insight. He graduated from Rutgers University, where he was a member of the men’s lacrosse team and recipient of the Robert Collett Award. He later completed the Morgan Stanley Investment Consultant Program at the Wharton School of the University of Pennsylvania.

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

Tom lives in Fairfield, Connecticut with his wife and has two children. He remains active in his community and, outside the office, plays in a masters lacrosse league and 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, overseeing the implementation and ongoing monitoring of managed portfolios. With more than 15 years of industry experience, he brings strong operational and compliance expertise while ensuring a seamless and coordinated client experience. In addition to portfolio implementation, Doug manages 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 a Bachelor of Science in Economics from the Smeal College of Business at The Pennsylvania State University.

Doug resides 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 early exposure to wealth management through an internship with Morgan Stanley, which led to a role as a Client Service Associate. Upon graduation, she was selected as one of only ten analysts nationwide for the Morgan Stanley Diversity Council’s Branch Analyst Program. Now a Certified Financial Planner™ (CFP®) professional with more than a decade of industry experience, Victoria works closely with high-net-worth families to develop personalized financial plans aligned with their long-term goals, values, 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 service and operations, overseeing administrative and operational processes, monitoring daily account activity, and assisting clients with cash management and ongoing service needs. 

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

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