A personalized approach to managing wealth

Woman standing in lobby

The Halbfinger Group provides the individualized attention of a boutique team backed by the strength and stability of UBS, one of the largest wealth management firms around the globe. We provide seamless integration across all aspects of your financial world.

We combine financial planning with investment management and deliver it with the highest standard of personalized service. We are committed to engaging each generation of your family, offering thoughtful advice and education to help meet your goals.

Clients come to our team because the complexity of their financial lives has outstripped their ability to manage it. We offer a range of experience, complementary strengths and outstanding service that can help our clients better control their financial destiny.

- Marty Halbfinger

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.

  • Martin Halbfinger Profile Photo

    Martin Halbfinger

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    What he does
    Marty draws on nearly four decades of experience helping affluent families manage their assets. He oversees large-scale strategic wealth planning designed to provide services and solutions for each area of a client’s financial outlook. This may include portfolio management, business planning and succession, credit and lending, insurance, cash and income management, retirement planning, estate planning and charitable giving.

    Who he serves
    Over the years, high net worth executives, entrepreneurs, affluent families and private foundations have turned to Marty for financial planning and insight. He presently works with four generations of investors, many of them the children, grandchildren and even great-grandchildren of his earliest clients.

    How he works
    Marty strives to evaluate financial and investment strategies for their suitability to clients’ objectives and tolerance for risk. Since the majority of the team’s clients have significant equity holdings, he also incorporates low volatility strategies that can help the family preserve and potentially grow its wealth.

    Outside the office
    Marty currently serves on the board of trustees of Venture for America, and has served as an Executive Committee Board member of the Columbia Grammar and Preparatory School. He was also a member of several committees of the UJA Federation and Chairman of its Leadership Development Division. He is also active in the Park Avenue Synagogue, serving as an honorary trustee, and a board member of Jewish Association for Services to the Aged, chairing its investment committee. Marty lives in New York City with his wife, Lynn. They have two daughters, Bonnie and Carly.

    Qualifications
    Marty has worked in financial services since 1969. In 1980, he joined a PaineWebber subsidiary which would eventually become part of UBS. He holds FINRA Series 7 and 63 securities licenses, as well as a bachelor of arts degree in political science from Yeshiva University.

    • Barron’s Top 100 Private Wealth Advisory Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron’s Top 50 Private Wealth Advisory Teams, 2020The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
    • Barron's Hall of Fame, 2019
      The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Financial Advisors, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
    • Forbes America's Top Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in August or September and is based on information from March of the prior year to March of the award year. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
    • Forbes/SHOOK Top 100 Wealth Advisors, 2016The Forbes rating is awarded annually in August or September and is based on information from March of the prior year to March of the award year. 

    • Yeshiva University, B.A. Political Science
    • Private Wealth Advisor
    299 Park Avenue
    New York, NY 10171
  • Clifford Stober Profile Photo

    Clifford Stober, CFA

    Senior Vice President–Investments

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • LA
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • TX
    • UT
    • VA
    • WA

    What he does
    Cliff offers clients a highly experienced perspective in wealth planning, asset allocation and portfolio management. He strives to help families pinpoint their goals in real and concrete terms, and works to develop targeted financial strategies and tactics. Cliff specializes in working with clients who have complex wealth structures spread over a number of asset classes. For those portfolios overseen by third-party money managers, he can help evaluate which manager may be most suitable given the portfolio’s holdings, relative risk and objective.

    Who he serves
    Cliff primarily works with affluent individuals, families and retirees. Among those clients, many of them are business owners for whom he helps manage the professional and personal sides of their financial lives. Cliff also works with foundations to help them manage their endowments, and provides advice on investing planned gifts and other large donations.

    How he works
    The entirety of Cliff’s career has been in financial services, so he has seen a number of different market cycles and economic conditions. He uses this insight to look at client portfolios from a perspective of prudence and preservation. Cliff and the team are known for their use of low volatility strategies for growing assets and preserving capital.

    Outside the office
    Cliff has been a longtime member of the Board of Managers for CancerCare of Connecticut and currently serves as its Treasurer. He is also an avid sailor and has a U.S. Coast Guard Master Captain’s license. Cliff lives in Old Greenwich, CT, with his wife, Wendy, and their daughters, Haley and Sara.

    Qualifications
    Cliff began his financial services career in 1980 and joined UBS in 1997. His credentials include FINRA Series 3, 7, 63, 65 securities licenses, as well as the Chartered Financial Analyst credential. Cliff graduated from New York University with a bachelor of science degree in finance and economics.

    • Barron’s Top 100 Private Wealth Advisory Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron’s Top 50 Private Wealth Advisory Teams, 2020The Barron's rating is awarded annually in March and is based on information from the prior year Q4.

    • New York University, B.S. Finance and Economics
    • Private Wealth Advisor
    • Chartered Financial Analyst®
    Home Worker FL
    Home Worker FL, FL 000
  • Douglas Summer Profile Photo

    Douglas Summer

    Managing Director–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    What he does
    When evaluating the various investment and wealth management options The Halbfinger Group proposes, Doug usually asks, “What is the strategy? How will these actions add value to the client?” This focus on strategy represents a major part of the detailed planning and analysis Doug does for high net worth clients. He takes apart portfolios to see what’s working, what’s not, and what is the risk versus the client’s goals and expectations.

    Who he serves
    High-net-worth, highly compensated professionals and business owners who seek integrated wealth management. He also works with multiple generations of affluent client families interested in preserving and passing on their wealth. In addition, Doug offers investment guidance to prominent foundations and charitable institutions.

    How he works
    Because Doug has worked with such a wide range of families, he understands how a combination of strategies may help ensure family members enjoy the life they have now while preserving capital for future generations. He also takes the long view in building relationships, knowing the value of consistent, disciplined stewardship over time. He offers clients a highly consultative approach with tailored solutions bridging investments, liability management and financial planning capabilities.

    Outside the office
    Doug serves on the board of the Jewish Community Center in Harrison, New York, where he currently serves as the Assistant Treasurer and plays an active role in fund raising. Doug also works closely with American Corporate Partners (ACP), a nonprofit organization dedicated to assisting veterans in their transition from the armed forces into the civilian workforce. He lives in Harrison with his wife Alison and their children, Jared and Jordyn.

    His qualifications
    Doug joined UBS in 1997. He holds FINRA Series 3, 7, 9, 10, 24, 63, 66 licenses, as well as New York State Life Insurance and Health Insurance licenses. Doug graduated from Syracuse University with a bachelor of science degree in consumer studies.

    • Barron’s Top 100 Private Wealth Advisory Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron’s Top 50 Private Wealth Advisory Teams, 2020The Barron's rating is awarded annually in March and is based on information from the prior year Q4.

    • Syracuse University, B.S. Consumer Studies
      299 Park Avenue
      New York, NY 10171

    Heritage of UBS

    Trusted guidance that's leading the way in wealth management
    At The Halbfinger Group, our entire team of specialists is committed to bringing the global resources and intellectual capital of UBS to bear on all aspects of your financial life.

    Advice. Beyond investing.
    We understand the challenges you face throughout life's important personal and professional milestones. Today, financial planning requires the comprehensive services of one of the world's largest wealth managers. Accessing the deep resources of the firm, our team is strongly positioned to address the realities of the global economy and to meet the wide range of your sophisticated needs. It's what we call: "Advice. Beyond investing."

    The strength and leadership of UBS
    We draw upon the heritage of UBS AG, one of the world's leading wealth management firms built on a 150-year tradition of serving some of today's wealthiest individuals and families. This dynamic worldwide presence provides us with extensive reach and the distinct advantage of the firm's global perspective, insights and resources.

     

    Customized investing

    Financial planning

    Personalized service

    Legacy—Wealth for others

    For needs that go beyond your own—to help you improve the lives of others

    What will your legacy be?
    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

    Learn more at ubs.com/wealthway.

    Backed by the strength of UBS

    A global leader in wealth management

    $2.8 trillion

    In invested assets globally 
    As of 06/30/2022

    51 countries

    Our global footprint

    Global leader

    UBS is a world-leading wealth manager