Experience

Makes all the difference

In today's economy, good financial advice is critical. That’s why it’s important to work with a team of dedicated Financial Advisors committed to listening to you, understanding your concerns and helping make sure all aspects of your financial life are aligned. We strive to provide advice tailored to your individual circumstances and all you would like your assets to achieve.

Talk to us about how we will help you embrace your financial future with confidence.

Victoria Clark Conigliaro, CPM

Senior Vice President–Wealth Management

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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, 2023The 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 Best-in-State Women Wealth Advisors, 2020, 2021, 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Certified Portfolio Manager®
  • Senior Portfolio Manager
  • Wealth Advisor
1285 Avenue Of The Americas
New York, NY 10019

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M. Hope Helfenstein, CFP

Vice President–Wealth Management

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.

 

Registered States:
  • 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
  • WI

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Portfolio Manager
  • Wealth Advisor
1285 Avenue of the Americas
New York, NY 10019

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Matthew Weeks, CFP, AWMA

Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Education

  • Iona College, B.A. Finance and Economics

Credentials

  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
The Towers At Kenwood
Cincinnati, OH 45236

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