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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • Richard Grassey

    Richard Grassey

    Senior Vice President–Wealth Management

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Rick is a graduate of The Lawrenceville School and Colgate University.  He has been a businessman, investor and financial advisor for over 30 years, focusing on planning-based investment consulting for wealthy families, private businesses and non-profits.

    Rick has been an active member of the Investment Management Consultants Association which certified him as a Certified Investment Manager Analyst (CIMA) in 2001. He has consistently devoted spare time to community and philanthropic endeavors, such as serving as vestryman and treasurer of St. Bartholomew's Church in Manhattan (1995-2003). Currently he serves on the Board of Trustees of VOICE, a public charter school in Long Island City that incorporates choral instruction into the core curriculum.

    Rick is an avid sportsman living in Briarcliff Manor N. Y.

      • The Lawrenceville School and Colgate University
        1285 Avenue Of The Americas
        New York, NY 10019
        richard.grassey@ubs.com
        Richard Grassey
        1285 Avenue Of The Americas,New York,NY,10019
      • Laurie O'Connor

        Laurie O'Connor

        Client Associate

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        • CA
        • CT
        • DE
        • FL
        • IL
        • MA
        • NC
        • NJ
        • NY
        • OH
        • RI
        • SC
        • VA
        Laurie O’Connor graduated from SUNY Stony Brook and has been an administrative associate in wealth management for over 15 years. Laurie interfaces with all back office personnel and handles client service and administrative problem-solving with flawless precision. She is excellent at what she does, and does it with a smile. Laurie is a Long Island native living near her office in Manhattan.

          • SUNY Stony Brook
            1285 Avenue Of The Americas
            New York, NY 10019
            laurie.oconnor@ubs.com
            Laurie O'Connor
            1285 Avenue Of The Americas,New York,NY,10019

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          Global Wealth Report 2024

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          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

          Gain additional insights into the trends shaping wealth in the US and around the world.

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