Stewardship for generations

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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.

• 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.

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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.

• 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.

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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, 2021, 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 America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 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 America’s Top Women Wealth Advisors, 2021The 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, 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, 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 Women Wealth Advisors, 2021, 2022, 2023The 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.

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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.

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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.

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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.

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Kevin is a Certified Financial Planner™ and Financial Advisor with UBS Wealth Management. A graduate of Villanova University, Kevin entered the business in 2006 as a retirement consultant.

As a Certified Financial Planner™, Kevin focuses on the “kitchen table” conversations designed to help drive client success. Kevin’s three step planning process focuses on the unique “whos” and “whats” for each of his clients. By understanding a client’s passions, concerns and needs, Kevin is able to help build a financial roadmap for the families he works with. His passion is in confronting the challenges his clients face and being able to help navigate a path through those challenges.

Kevin and his wife Caitlyn live in Ridgefield, CT with their 6 year old son, Ciaran and their 3 year old daughter, Eileen. Caitlyn is a literary specialist at the Rippowam Cisqua School in Bedford, NY. When not working, Kevin and his family enjoy the peace and tranquility of Northern Fairfield County.

• 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.

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Steven has been a Financial Advisor since 1991. He enjoys working with people. He cares about getting to know his clients, connecting with them and truly understanding them personally. He primarily works with private investors and small businesses. Giving back to the community is very important to Steven. He serves on the board of trustees for the Jill E. Solomon Charitable Foundation, previously served on the board of trustees of Project Morry, and he supports various other charities and causes. Steven graduated Lehigh University in 1991 with a major in international relations. He holds the Series 7 and 63 securities licenses, as well as life and health insurance licenses.

Having played football and soccer for many years, Steven is an avid sports fan. Steven was born and raised in White Plains, NY, and he lives in West Nyack, NY with his wife Tricia and goldendoodle Jackson. He is the proud parent of daughters Jamie and Samantha, and proud stepfather of Cailey, Dennis and Jake.

• 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.

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Peggy is a Senior Registered Client Service Associate. She holds the Series 7 and 63 security licenses. She gained banking and financial service experience having worked for Citigroup and KeyBank over the last 30 Years. She enjoys interacting with clients and problem solving. Peggy lives locally, in Valhalla, with her husband Alex and is the proud mother of two adult children, Nicholas and Stephanie.

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Izabella is a Senior Registered Client Service Associate. She has been with UBS since 2013 and started working with the Hudson River Wealth Management team in May 2018. Her previous experience working as a customer service representative at a retail organization was a great foundation for her role as a Client Service Associate, as she developed skills in listening to clients’ needs and ensuring their requests were fulfilled. Izabella lives in Norwalk, CT. In her spare time, Izabella enjoys spending time with her dogs, traveling and exploring nature.

Justin joins UBS after graduating from Seton Hall University with a double major in Finance and Information Technology. Justin is equipped with his SIE, Series 7 and New York Life Accident and Health license. His areas of focus include client service, online services, money movement/transfers and maintaining communication between clients and the FA.

Justin, originally from New Jersey now resides in Upper East Side of Manhattan. Justin is passionate about fitness, health and staying active. In his free time, you can find him outdoors, by the beach hanging with family and friends.