Lasting relationships. For all that matters

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Scott Grossman

    Scott Grossman

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CT
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MD
    • MO
    • NC
    • NH
    • NJ
    • NY
    • OH
    • TX
    • VA

    I began my career in financial services in 2001 after obtaining a finance and risk management degree from the University of Wisconsin. I am a CERTIFIED FINANCIAL PLANNER™ certificant and work with my clients to develop customized investment plans focusing on mortgages, estate and gifting strategies, tax minimization and specialized asset allocation recommendations. I hold securities licenses as well as licenses for life and health insurance and variable annuities. I work with the pro-bono committee of the Financial Planning Board of New York City. I live in New York city with my wife Lori and daughter Maddison

      • University of Wisconsin, Finance and Risk Management
      • CERTIFIED FINANCIAL PLANNER
      1285 Avenue Of The Americas
      New York, NY 10019
      scott.grossman@ubs.com
      Scott Grossman
      1285 Avenue Of The Americas,New York,NY,10019
    • Jerome Grossman

      Jerome Grossman

      Senior Wealth Strategy Associate

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      • AZ
      • CA
      • CT
      • FL
      • NJ
      • NY

      Through my 40 years of financial industry experience, I have navigated my clients' portfolios using an investment strategy that has sought to outperform the S&P 500 while reducing risk and volatility. My finance degree is from the University of Hartford. I hold securities licenses as well as licenses for life and health insurance and variable annuities. My wife, Jacqueline, and I reside in Dix Hills, New York, and I am an avid golfer and stamp collector.

        • University of Hartford, Finance
          1285 Ave of the Americas
          15th, 16th, 17th, and 18th Flrs
          New York, NY 10019
          jerome.grossman@ubs.com
          Jerome Grossman
          1285 Ave of the Americas,New York,NY,10019
        • Martha Knauth

          Martha Knauth

          Senior Registered Client Associate

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • KS
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MT
          • NC
          • NE
          • NJ
          • NV
          • NY
          • OH
          • OK
          • PA
          • PR
          • RI
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
          • WI
          • WV
          • WY

                1285 Avenue Of The Americas
                New York, NY 10019
                martha.knauth@ubs.com
                Martha Knauth
                1285 Avenue Of The Americas,New York,NY,10019

              Insights

              Three generations in apple orchard

              Turn possibilities into a plan

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              A leading global wealth manager

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              Managing wealth in a changing world

              Geopolitics, trade and your portfolio

              In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.

              Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $6.9 trn

              UBS Group invested assets
              As of 10/29/2025

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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