Wealth advice for your life's goals

HH Clark Advisors

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Mother child lying

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.

  • Victoria Conigliaro Profile Photo

    Victoria Clark Conigliaro, CPM

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • ID
    • IL
    • MA
    • MD
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI

    Prior to joining UBS in 2007, Victoria was a Director at Ingalls and Snyder, LLC from 1998 to 2007 and Senior Vice President at Scudder Stevens & Clark in its Private Wealth Management Group from 1986 to 1998. Prior to Scudder, she worked at Morgan Stanley, also in private wealth management. Victoria advises ultra high net worth clients through the Portfolio Management Program, customizing client portfolios based on each individual’s short- and long-term investment goals.

    • Forbes America’s Top Women Wealth Advisors, 2018, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

      • Certified Portfolio Manager®
      • Senior Portfolio Manager
      • Wealth Advisor
      1285 Avenue Of The Americas
      New York, NY 10019
      victoria.clark@ubs.com
      Victoria Clark Conigliaro, CPM
      1285 Avenue Of The Americas,New York,NY,10019
    • Hope Helfenstein Profile Photo

      M. Hope Helfenstein, CFP

      Vice President–Wealth Management

      • image
      • image
      • image
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • ID
      • IL
      • MA
      • MD
      • MN
      • MT
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • VT
      • WA
      • WI

      With 20+ years of experience as a UBS Wealth Advisor, Hope works with her clients to understand their financial needs during all stages of their lives. Hope has her CFP® license which encourages her holistic approach. In addition to UBS, Hope also serves on the board of the New York City Children's Theater which promotes children's literacy and social development through professional theater productions.

       

          • CERTIFIED FINANCIAL PLANNER™
          • Portfolio Manager
          • Wealth Advisor
          1285 Avenue of the Americas
          New York, NY 10019
          hope.helfenstein@ubs.com
          M. Hope Helfenstein, CFP
          1285 Avenue of the Americas,New York,NY,10019
        • Matthew Weeks Profile Photo

          Matthew Weeks, CFP, AWMA

          Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • ND
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VI
          • VT
          • WA
          • WI
          • WV
          • WY

          In his role as a Planning Specialist, Matt works closely with clients of the HH Clark team and helps them pursue their goals through comprehensive financial planning. Matt has in-depth knowledge of the many financial planning solutions that can be tailored to address each client’s individual priorities. Working collaboratively with Victoria and Hope, Matt strives to deliver what clients need most today—Advice. Beyond investing.

          As a financial planner, he provides expertise in the following areas:

          • Retirement income and cash flow analysis
          • Retirement plans and employee benefits
          • Estate and multigenerational planning
          • Risk and liability management planning
          • Business continuity and succession planning
          • Charitable giving strategies
          • Executive compensation and benefit strategies

          Professional and Educational History

          Prior to joining UBS, Matt was a Financial Advisor with Guardian Insurance offering comprehensive advice on both insurance and investment products. Matt earned a B.A. in Finance and Economics from Iona College and currently holds his AWMA®, Accredited Wealth Management Associate and is a Certified Financial Planner CFP®. In addition, he holds the Series 7, 63 and 65 securities licenses along with his life and variable insurance license.

            • Iona College, B.A. Finance and Economics
            • Accredited Wealth Management Advisor℠
            • CERTIFIED FINANCIAL PLANNER™
            8044 Montgomery Road
            The Towers At Kenwood
            Cincinnati, OH 45236
            matthew.weeks@ubs.com
            Matthew Weeks, CFP, AWMA
            8044 Montgomery Road,Cincinnati,OH,45236

          Why does A.I. in space matter?

          Outlook on interest rates

          Tree

          UBS and Credit Suisse—stronger than ever

          Global Wealth Report 2024

          Crafted wealth intelligence

          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.

          Download the report

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $5.8+ trn

          UBS Group invested assets
          As of 03/31/2024

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

          Insights