Global perspective

Private Wealth Management

Hendler stern columns

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

  • Jared Max Hendler

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AK
    • AZ
    • CA
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    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • MA
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    • MN
    • NJ
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    • OR
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    Whereas most financial advisors spend their entire careers selling to clients, Jared brings a unique perspective to this business. Within his 20 years of experience, he spent 2005-2010 as the Chief Investment Officer of the Bajaj Family Office, sitting, for those turbulent years, in the client seat. In that role, Jared evaluated hundreds of investment opportunities and navigated a large and complex portfolio through the Financial Crisis of 2008. That experience, in addition to his years at JPMorgan Private Bank (1999-2005), honed the fiduciary lens through which Jared selects investments for his clients at UBS. Jared is a graduate of the Walsh School of Foreign Service at Georgetown University with a concentration in Security Studies. He is an instrument-rated private pilot and serves on the board of Congregation Etz Hayim. He lives in Arlington with his wife, Mary, his daughter, Mary Estelle, and his sons, Daniel and Simon.

    • Barron's Top 1,200 Financial Advisors, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 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. 

    • Walsh School of Foreign Service at Georgetown University, Security Studies
    • Private Wealth Advisor
    1501 K Street North West
    Suite 1100
    Washington, DC 20005
  • David Stern

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    David has spent the past two decades as a fixed income portfolio manager and Head of Family Office.  David began his career at Bear Sterns and Braver Stern, two renowned firms in the bond industry.  He later joined Petra Capital, a credit focused hedge fund, and then Burnham Securities. David brings to the team a deep understanding of credit markets, real estate financing, and bond structures.  In 2008 David became Head of the Stern Family Office, overseeing all family assets and guiding the principals' strategic investment plan. David's thorough command of the complex needs of ultra-high net worth families enables him to develop innovative solutions for his clients.  David joined UBS in 2016 in order to bring his clients the deep investment platform and broad services offered at UBS Private Wealth Management. David attended Washington University in St. Louis and earned his degree from the NYU Gallatin School with a concentration in Business. David serves on the Board of Directors of the New York Chapter of the American Jewish Committee.  A Manhattan native, David resides there with his wife, Heather, and their two children.

      • Washington University in St. Louis
      • NYU Gallatin School, Business
      • Private Wealth Advisor
      1285 Avenue Of The Americas
      New York, NY 10019
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      Nicola O'Neil

      Senior Wealth Strategy Associate

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      Nicola ONeil (pronounced Nicole) is a Senior Wealth Strategy Associate and business manager of our Private Wealth Management team.  She supervises all aspects of the team's operational and client liaison activities, to assure the highest quality of advisory services.  As a CERTIFIED FINANCIAL PLANNER™, Nicole brings her deep experience in personal banking to each client relationship to help ensure that investment activities are aligned with long-term needs and objectives.  She started with UBS in 2011 and before that she was the Assistant Vice President and Relationship Associate for BNP Paribas Investment Services, LLC and worked in International Private Banking at Bank of America, N.A. Nicole received her B.A. degree in Art History from Gettysburg College, and received her Executive Certificate in Financial Planning from Georgetown University.   She holds Series 7 and 66 securities licenses in addition to her CFP® designation.  She resides in Washington, DC with her husband and two sons. In her free time she enjoys traveling, reading, and anything outdoors, especially hiking and mountain biking.

            1501 K Street North West
            Suite 1100
            Washington, DC 20005
          • Andrew

            Andrew Perlstein

            Authorized Officer

            Senior Wealth Strategy Associate

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            • CA
            • CO
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            • GA
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            • ID
            • IL
            • IN
            • LA
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            • MD
            • MI
            • MN
            • MO
            • NC
            • NH
            • NJ
            • NY
            • OH
            • OR
            • PA
            • RI
            • TN
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            • UT
            • VA
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            • WV
            • WY

            As a Senior Private Wealth Strategy Associate Andrew’s role is to help clients achieve and maintain financial success by understanding their financial goals and offering insightful advice as well as helping solve any complex problems they may have. He is responsible for actively monitoring investment strategies, conducting product due diligence, financial reporting, trading, and seeking investment solutions. Andrew graduated from Syracuse University Whitman School of Management in 2009 with a degree in Retail Management and Consumer Studies. He joined UBS in 2011 and has held various roles in Home Office, Management, and Technology. He holds the Series 6, 7, 63, and 66 licenses and resides in Manhattan and Montauk, NY with his wife, Samantha, and their two dogs, Panda and Driggs. He enjoys offshore fishing, classic cars, cooking and tennis.

                  1285 Avenue Of The Americas
                  New York, NY 10019

                Private Wealth Management

                As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

                Launch. Evolve. Exit your business.

                Launch. Evolve. Exit your business.

                Change your community. Change the world.

                Change your community. Change the world.

                Executive decisions

                Executive decisions

                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