Experience

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.

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
Doug focuses on developing client relationships and works with individuals, families and business owners in offering clients a highly consultative approach with tailored solutions bridging investments, liability management, insurance reviews, long-term care and financial planning capabilities. This consultative approach has helped when working with multiple generations of affluent families interested in preserving and passing on their wealth to the next generation and to charitable institutions. He also takes a long view in building relationships, knowing the value of consistent, disciplined stewardship over time.

Outside the office
Doug works closely with American Corporate Partners (ACP) which is a nonprofit organization dedicated to assisting veterans in their transition from the armed forces to the civilian workforce. Doug is a former executive committee board member and Treasurer of the JCC of Harrison where he played an active role in fundraising and continues to serve on the finance committee.

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.

Matthew joined the Halbfinger Group in January of 2023. He helps to maintain and grow relationships and is committed to providing an excellent client experience.

Prior to joining UBS, Matt spent 10 years at BlackRock helping advisors build portfolios to help solve client challenges and educating on Mutual Funds, ETFs, models and technology 

Matthew resides in Port Washington on Long Island.  In his spare time, Matt is an avid skier and traveler.

Adam joined the Halbfinger Group in 2009 and serves as the team's head research and portfolio analyst.  As a CFA charter holder, Adam co-leads the research and due diligence efforts in developing customized investment solutions across all asset classes including fixed income, equity, hedge funds, private equity and other capital market solutions that meet our client's specific financial goals and objectives.  Adam advises clients on asset allocation and portfolio management decisions and is focused on providing the ultimate client experience.

Adam resides in Brooklyn with his wife, Maya, and have a son, Arlo.  In his spare time, Adam is an avid marathon runner and tennis player. 

Natalya joined the Halbfinger Group in 2010 and brings over 13 years of experience to her role on the team. She works with multi-generational families and individuals to create customized investment plans to grow and protect their wealth. As part of portfolio construction, Natalya analyzes all aspects of the portfolio and prepares tailored advice based on personal objectives. These plans focus on ensuring clients will be able to meet their financial goals for themselves and future generations.

As a Certified Divorce Financial Analyst™ (CFDA™), Natalya has the expertise to help clients make well-informed financial decisions pre and post-divorce.

Natalya was born in Ukraine and grew up in New York. She is an active member of the CFA Society of New York. Natalya lives in Brooklyn with her husband and son, and enjoys traveling and hiking in her free time.

Alexandra joined the Halbfinger Group in 2013 and spearheads financial planning for the team. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Alexandra specializes in financial planning that drives personalized asset allocations and investment portfolios to meet clients' long-term objectives. Her financial planning process includes financial goal-based analysis, liability management, life insurance needs analysis, wealth transfer planning and charitable gifting strategies. As a Certified Divorce Financial Analyst™ (CFDA™), Alexandra is skilled at analyzing data and providing expertise on the financial issues of divorce throughout the entire process. 

Alexandra grew up and currently resides on Long Island, NY.  In her spare time, she enjoys traveling, cooking and spending time with family and friends

Connie Colacino joined the Halbfinger Group in 2013 and is a key point of client contact. With a passion for the financial services field, she delivers prompt communication and superior client service. Connie assists in all phases of the client relationship including account opening, transfers, online navigation and a variety of other support functions. 

She resides in Union, NJ with her husband, Paul, and their two young sons, Luca and Leo.

Lourdes provides administrative support to the Halbfinger Group. With over 20 years of administrative background, client service and experience is the highest priority for Lourdes. She serves as the first point of contact to clients and their families. Lourdes manages communication related to meetings, conference calls, and general team administration.

Prior to joining the team , Lourdes served as the Branch Office Administrator at UBS Madison and Park Avenue offices. A member of our very own, All Bar None Americas and a longtime supporter of Komen Greater NYC.

She is a native New Yorker and enjoyed spending time with her two daughters and granddaughter.

Paula joined the Halbfinger team in 1996 and provides administrative support for the team and clients. Paula is dedicated to strengthening client relationship and providing an excellent client experience. She assists with client inquiries and communications as well as other day-to-day operations.