Let's move forward. Together.

Oculus

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Young family at the beach

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.

  • Eric Gioia

    Eric Gioia

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
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    • DC
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    • IA
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    • LA
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    • WY

    Eric joined UBS as a Managing Director – Wealth Management, having most recently served as a Managing Director and Senior Banker at J.P. Morgan Chase. At UBS, Eric will continue to advise CEOs, founders, and ultra high net worth families and organizations in New York, just as he has since 2010. Eric and his team are responsible for all aspects of the client relationship, including strategic advice, investments, banking, risk management and succession planning strategies.

    Before becoming an important member of the NYC business community, Eric was elected to serve in the New York City Council, representing Queens from 2002-2009. As a Councilman, he chaired the Committee on Oversight & Investigations, conducting more than 50 inquiries that helped the passage of important laws and increasing government accountability. Prior to his service as a Councilman, Eric served in the White House as a law clerk to the Deputy White House Counsel and practiced law at Milbank, Tweed, Hadley & McCloy.

    Apart from UBS, Eric is an adjunct professor at the NYU College of Arts and Sciences and CUNY’s Macauley Honors College. For ten years, he has taught seminars on public policy and the future of New York. He previously served on the boards of MoMA PSI, the Museum of the Moving Image and Chess in the Schools. Now, he serves as a trustee of the Marymount School of NY and on the board of the Queens Library Foundation.

    Eric is a graduate of NYU and Georgetown University Law Center. He lives with his wife, Lisa Hernandez Gioia, and their four children in New York City. Eric is an avid marathoner and has embarked on a quest to run a marathon on all seven continents.

          1285 Avenue Of The Americas
          New York, NY 10019
        • Orly Elliott

          Orly Elliott

          Senior Vice President–Wealth Management

          Financial Advisor

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          Orly is a Senior Vice President at UBS Wealth Management and has served her clients as a private banker since 2010. She takes pride in forming close relationships with her clients, enabling her to develop a deep understanding of their financial needs and desires. This allows her to work with her clients in order to develop a strategy for the present as well as the future.

          Orly advises business owners and entrepreneurs, corporate executives, families, endowments and philanthropic organizations. She utilizes her relationships and experience to counsel clients on customized investment portfolios, credit and liquidity needs, trust and estate
          planning, and cash management solutions.

          Orly holds a bachelor’s of business administration degree from the Stephen M. Ross School of Business at the University of Michigan, her Series 7, 63 and 66 licenses, as well as life and health insurance licenses. Prior to joining UBS, Orly spent more than a decade as an advisor in JPMorgan’s Private Bank. An active member of her community, Orly and her husband, Justin, live on the Upper East Side of Manhattan with their sons, Adam and Aaron.

                1285 Avenue of the Americas
                18th Floor
                New York, NY 10019
              • Lauren Konstantin

                Lauren Konstantin, CFP, AWMA

                Senior Vice President–Wealth Management

                Financial Advisor

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                • AK
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                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IA
                • IL
                • IN
                • KY
                • LA
                • MA
                • MD
                • MI
                • MN
                • MO
                • NC
                • NE
                • NH
                • NJ
                • NV
                • NY
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                • OK
                • OR
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                • PR
                • RI
                • SC
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                • UT
                • VA
                • VT
                • WA
                • WI
                • WV
                • WY

                As a Certified Financial Planner™ professional, Lauren provides professional knowledge in the process to create and deliver financial plans. She presents an executable, clear course of action to help you achieve your goals. She joined UBS in 2015 after working for five years in Global Markets at Deutsche Bank.

                Lauren earned a bachelor of business administration from the Stephen M. Ross School of Business at the University of Michigan. She holds the Series 7, 63 and 66 securities licenses, as well as life and health insurance licenses. In addition, Lauren has the Accredited Wealth Management AdvisorSM designation from the College for Financial Planning.

                • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The 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 America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The 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 America’s Top Women Wealth Advisors, 2021, 2022The 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 Best-in-State Wealth Advisors, 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.
                • Forbes Best-in-State Women Wealth Advisors, 2021, 2022The 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.
                • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2021The 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.

                    709 Westchester Avenue
                    Suite 400
                    White Plains, NY 10604
                  • Timothy Bayer Jr.

                    Timothy Bayer

                    Vice President–Wealth Management

                    Financial Advisor

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                    Timothy Bayer Jr.
                    Vice President–Wealth Management

                    Private Wealth Advisor
                     

                    When Tim was a young finance major at Georgetown University’s McDonough School of Business, his favorite course work centered around global capital markets and investment portfolio management. His interests became passions that continued to grow, and today, 10 years into his private wealth career, Tim is a founding member of UBS Private Wealth Management team Families & Foundations Investment Group.

                    Tim and his team advise successful private business owners in pre- and post-transaction planning, family office formation and asset management, next-generation investment education and the financing of philanthropic initiatives. They also provide asset management services for private and family foundations, professional athletes and nonprofit organizations. In working with this distinct level of global wealth, Tim advises on personal balance sheets and complex investment portfolios. He is skilled in managing deferred compensation plans, concentrated stock positions, SEC Rule 10b5-1 sales, charitable giving and wealth transfer strategies. Tim maintains firsthand trading experience across global asset classes on exchange-listed markets, OTC markets, derivatives and Dodd-Frank regulated markets.

                          8044 Montgomery Road
                          Cincinnati, OH 45236
                        • Allen Zaring IV

                          Allen Zaring

                          Managing Director–Wealth Management

                          Financial Advisor

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                          • CO
                          • DE
                          • FL
                          • IN
                          • KS
                          • KY
                          • NY
                          • OH
                          • TN

                          Allen Zaring IV
                          Managing Director–Wealth Management

                          Private Wealth Advisor
                           

                          When it comes to managing the exceptional wealth of prominent family offices, Allen can speak from personal experience. He helped form a family office and family foundation with his own family after the sale of their business and then worked with one of the world’s largest family offices in Europe. Throughout his 20-year career, Allen has worked with individual and institutional investors globally and participated in all facets of financial services, including transactional planning, investment and risk management, legal and operations.

                          Today, as a Private Wealth Advisor and founding partner of his UBS Private Wealth Management team, Allen brings invaluable perspective and empathy to the team’s relationships with multigenerational families. He continues to help form and advise family offices and foundations large and small. Allen and his team also advise successful ultra high net worth investors and private business owners in pre- and post-transaction planning, asset management, next-generation investment education and the financing of philanthropic initiatives. In addition, he provides investment management services for private and family foundations and nonprofit organizations.

                                8044 Montgomery Road
                                Cincinnati, OH 45236
                              • Heidi Scali

                                Heidi Scali

                                Senior Wealth Strategy Associate

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                                Heidi is a Senior Wealth Strategy Associate, and has over 10 years financial service experience
                                helping clients meet their financial needs. Heidi joined UBS in 2015 and after a short stint
                                away, returned in February 2022.
                                She provides investment strategy and portfolio construction support to the team and their
                                clients.

                                Heidi earned her Bachelor of Science in Finance from Syracuse University and is FINRA Series
                                7, 63, 65 and Life, Health and Variable annuity licensed. Continuing in the practice of lifelong
                                learning, Heidi has been awarded the designation of Chartered Financial Analysts,
                                a rigorous and comprehensive multi-year, self study program that is known for setting the
                                global standard in investment knowledge, standards and ethics.

                                Heidi currently lives in Chappaqua, NY. In her free time, of which there is little, she enjoys
                                spending time with her family and friends and hiking.

                                      1285 Avenue Of The Americas
                                      New York, NY 10019

                                    A focus on personalized access and service

                                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                                    Portfolio management

                                    Portfolio management

                                    Multigenerational planning

                                    Multigenerational planning

                                    Advice. Beyond investing.

                                    Backed by the strength of UBS

                                    A global leader in wealth management

                                    #1

                                    Family office services

                                    Euromoney Private Banking and Wealth Management Survey, 2021

                                    World's best bank

                                    for wealth management

                                    Euromoney Award for Excellence, 2020-2022

                                    #1

                                    For Ultra-High Net Worth clients

                                    Euromoney Private Banking and Wealth Management Survey, 2016-2022