Advice for life, wealth and all that matters

Pursuing your goals together

With significant wealth, you have opportunities to pursue bold undertakings —the ventures, causes and passions that give meaning and purpose to your life. We are here to help you answer some of life’s important questions:

  • What do I want to accomplish?
  • What do I want my legacy to be?
  • How do I manage risks and optimize my outcomes?
  • Does my current structure reflect my goals and objectives?

Hidden Oak Partners is a boutique Private Wealth Management practice supported by the global resources of UBS. We are a diverse, multi-generational team relentlessly focused on delivering customized solutions for ultra-high-net-worth clients. Our goal is to serve as our clients’ outsourced family office, advising on any issue that impacts their financial lives. We provide clients with a customized blueprint, an integrated view of their estate, legacy, tax and philanthropic strategies. We act as problem solvers who proactively identify challenges and opportunities and then drive resolution.

Please reach out to us. We would love to explore how we can be most helpful to you.

team

  • Wendy Holmes

    Wendy Holmes

    Managing Director–Wealth Management

    Financial Advisor

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    "There is no greater responsibility than being trusted with a client’s wealth and legacy—I strive to earn that privilege every day."

    Wendy has been guiding multigenerational families and institutions to successfully shape their legacies for more than two decades. As a Private Wealth Advisor and Family Office Consultant, Wendy is masterful at integrating every aspect of a client’s financial life including asset management, trust and estate planning strategies, philanthropy—and, above all, a client’s vision and purpose—to deliver a plan that is truly personal. 

    Wendy is acutely attuned to the needs of women, collaborating with and empowering them—especially through periods of transition. Her background working with boutique firms and large institutions give her a unique perspective and the ability to marshal the extensive global resources available via UBS for the benefit of her clients.

    Previous Experience

    • Credit Suisse Private Bank
    • UBS Private Bank
    • BBR Partners
    • Citigroup Private Bank
    • Salomon Smith Barney Asset Management 

    Designations

    • Series 7 and 66 Licenses
    • Life, accident and health insurance licenses

    Life

    • Wendy serves on the Board of Managers of the East Side House Settlement, a community-based organization serving the Bronx and Northern Manhattan. Since 2013, she has held roles on the program, finance, and nominating committees.
    • Wendy serves on the Advisory Board of the Breast Cancer Research Foundation. BCRF is the largest private funder of breast cancer research worldwide.
    • Wendy serves on the Investment Committee of the American Heart Association’s National Endowment. Wendy is a member of the Executive Leadership Team for the AHA’s Go Red for Women Campaign in NYC. She is a past Chairwoman of the NYC Go Red For Women Luncheon.
    • Outside of UBS, Wendy loves spending time with her family, exercising, and playing tennis. She has also completed an Ironman Triathlon. 
    • Wendy resides in Armonk, NY with her husband, Kevin McAlister, and her daughter, Morgan.
    • Barron's Top 100 Women Advisors, 2022, 2023The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
    • Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Women Wealth Advisors, 2019, 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.
    • Forbes Best-in-State Wealth Advisors, 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 Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

    • Syracuse University, B.A, Psychology
    • Private Wealth Advisor
    • Family Office Consultant
    • Athletes and Entertainers Consultant
    1285 Avenue Of The Americas
    New York, NY 10019
  • A picture of Lizzie Decarlo

    Lizzie Decarlo, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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    “The best part of my job, hands down, is the deeply personal relationships we develop with our clients and their families. Our goal is to be the first place our clients turn. We are there to celebrate good times and, more importantly, support them through challenging times.”

    Through customized financial planning, Lizzie focuses on helping people achieve their life goals. Lizzie joined Hidden Oak Partners in 2013. Today, as a next-generation Private Wealth Advisor, Lizzie and her colleagues advise some of the country’s most successful individuals and families.

    Lizzie works closely with clients to develop and implement their financial plans. She delves into each client’s unique situation and creates custom “blueprints” to help them meet future goals. She particularly enjoys working with women and young families. Lizzie is proud to be both a female Financial Advisor as well as a millennial—segments that are typically underrepresented in the broader industry.

    Previous experience

    • Credit Suisse Private Bank
    • Amity Search Partners
    • SG Partners

    Designations

    • Certified Exit Planning Advisor (CEPA) 
    • Series 7 and 66 Licenses
    • Life, accident and health insurance licenses

    Life

    • A lifelong sports enthusiast, Lizzie captained the women’s varsity squash team and was a founding member of the women’s varsity golf team at Williams College.
    • An active alumni volunteer for Deerfield Academy and the Greenwich Country Day School.
    • She supports many local charitable organizations, including Hackers for Hope and Same Sky.
    • Lizzie lives in New Canaan, CT with her husband, Tom and son Thomas.
    • In her free time, she enjoys playing golf, skiing and traveling to new destinations.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Best-in-State Women Wealth Advisors, 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.

    • Darden School of Business, University of Virginia, M.B.A
    • Williams College, B.A, History and Art History
    • Private Wealth Advisor
    • Certified Exit Planning Advisor (CEPA)
    1285 Avenue Of The Americas
    New York, NY 10019
  • A picture of Katie Jones

    Katie Jones, CFP

    Vice President–Wealth Management

    Financial Advisor

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    "I have always been passionate about taking care of others. It is a great privilege and personal joy to be able to help our clients in any aspect of their life.”

    Katie has a dynamic role on the team, combining her passion for working with clients with a process-driven approach to client service. She joined Hidden Oak Partners while at Credit Suisse and was indispensable in helping the team successfully transition to UBS in 2015. Today, Katie is focused on fostering the next generation of client relationships by offering helpful advice during periods of life transition, as well as sharing meaningful and relevant content.

    Katie enjoys using skills learned as a part of her CFP® certification to help review asset allocations, build financial plans, and prepare for client review meetings. She also uses her leadership expertise as the business operations manager of Hidden Oak Partners. She partners with both the advisors and client associates to efficiently facilitate all requests and answer any questions. Katie is committed to each client having the best possible experience.

    Previous experience

    • Credit Suisse Private Bank
    • UBS Private Wealth Management

    Designations

    • Certified Financial Planner(CFP®) professional
    • Series 7 and 66 Licenses
    • Life, accident and health insurance licenses

    Life

    • Katie enjoys reading, traveling and running in her free time.
    • She supports St. Jude Children’s Hospital, philanthropy focused on education and human rights.
    • Katie lives in New York City, on the Upper East Side.
    • Forbes America’s Top Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Richmond, B.S, Business Administration, Minor in English Literature
    • Certified Financial Planner™
    1285 Avenue Of The Americas
    New York, NY 10019
  • A picture of Cameron McCurry

    Cameron McCurry

    Wealth Strategy Associate

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    "I believe our team culture is what differentiates us. We go to great lengths to help our clients and to provide the highest level of service possible. I strive to foster meaningful relationships with our clients to ensure their goals and expectations are exceeded."

    Cameron spent a year in the Financial Advisor Program at Morgan Stanley further developing his interest in Wealth Management before joining Hidden Oak Partners at UBS.

    Cameron is an integral part of Hidden Oak Partners responsible for managing all team operations, client requests, account administration, and problem-solving. His experience in the financial services industry has further strengthened his commitment to building and maintaining long-lasting client relationships. He upholds the team’s commitment to integrity and honesty while ensuring all client needs are met.

    Previous Experience

    • Morgan Stanley

    Designations

    • Series 7 and 66 Licenses

    Life 

    • Cameron enjoys all sports.
    • He is especially passionate about Villanova football, where he was a starting defensive back.
    • He spends his spare time traveling, golfing and skiing.
    • He lives in Hell’s Kitchen in New York City.

      • Villanova University, B.A., Finance, Minor in Business Analytics
        1285 Avenue Of The Americas
        New York, NY 10019
      • A picture of Caitlin Brady

        Caitlin Brady

        Registered Client Associate

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        "I strive to have an impact on everyone that I meet. I truly enjoy working with clients, building deep relationships, and solving problems. There’s nothing more gratifying than exceeding clients’ expectations."

        While Caitlin’s knowledge and experience in the communications field helps in building strong, long-lasting client relationships, her financial acumen and marketing expertise equips her to deliver exceptional client service experiences throughout every aspect of a client’s life.

        As a Registered Client Associate, Caitlin always puts clients’ needs above all else and is committed to helping them meet their goals. She also assists in the team’s daily operations and delivers customized service and solutions to clients, always striving to exceed their expectations.

        Previous Experience

        • Stone Harbor Project Advisors
        • Havas Media Group
        • Integrated Corporate Relationships Inc.

        Designations

        • Series 7, 63, and 65 Licenses

        Life

        • Caitlin supports many charitable organizations, including The Crohn’s and Colitis Foundation.
        • She is actively involved with her Alumni network at the Greenwich Country Day School, as a Class Representative.
        • She is an avid sports fan and player, including ice hockey, golf, and skiing. She enjoys traveling, hiking, and being outdoors with family and friends.
        • Caitlin loves living in the city that never sleeps (NYC) with her roommates.

          • Elon University, B.A., Strategic Communications
          • Registered Client Associate
          1285 Avenue Of The Americas
          New York, NY 10019
        • A picture of Bianca Marie Carpio

          Bianca Marie Carpio

          Executive / Team Assistant

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            "When clients step through our doors, I want them to know that they’re in good hands. My intention is for clients to feel comfortable and confident when they work with Hidden Oak Partners.”

            With a background in hospitality and healthcare, Bianca understands the intricacies of servicing clients. Her previous years of experience give her the tools and discernment to effectively coordinate every aspect of the business. Her role as the Executive Team Assistant for Hidden Oak Partners centers on supporting the team in an administrative capacity, including calendar management, travel coordination, technology assistance, marketing, and event planning.

            Bianca approaches each task in an organized manner; from scheduling, to planning, to executing. She prides herself on fostering a welcoming environment for clients, vendors, and her fellow UBS colleagues. Through her efforts, she ensures the team can work together to bring clients the excellence they expect. 

            Previous experience

            • Spear Physical Therapy
            • New York Health + Hospitals
            • The Visiting Nurse Service of New York
            • Community Access
            • Tavern on the Green

            Life

            • Bianca enjoys trying new restaurants, gardening, and cooking.
            • In her spare time, she contributes to local community organizing efforts tackling food insecurity and food waste.
            • She lives in New York City with her partner and two dogs.

              • Pace University, B.A, English, Language & Literature and Women's & Gender Studies, Minor in Queer Studies
                1285 Avenue Of The Americas
                New York, NY 10019
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                Domenic Imparato

                Client Associate

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                  "I treat our clients the way I want to be treated— with dignity and respect. I want them to know that I hear them, understand them, and genuinely care."

                  Domenic is a graduate of Fordham University, where he studied Business Administration with a concentration in Finance. He began his career as an intern at UBS during his senior year of college. During his internship, he learned the essentials of supporting a team and further developed his interest in Private Wealth Management. After graduation, Domenic joined Hidden Oak Partners as a Client Associate.

                  Domenic’s passion for helping others directly translates to the Client Associate role. He reliably and efficiently assists the team in their daily operations, from report creation to account maintenance. With clients, he strives to provide exceptional service, making sure all requests are handled properly. He assumes each responsibility with humility and dedication, knowing that his role is critical in the development of long-term relationships built on trust and understanding.

                  Previous Experience

                  • UBS Private Wealth Management Intern, The Braff Group

                  Education and credentials

                  • B.A., Business Administration, Concentration: Finance, Fordham University


                  Outside of UBS

                  • Domenic is originally from Massachusetts and is a “wicked” Boston sports fan.
                  • He has a passion for photography & music.
                  • He spends his spare time adventuring through NYC with his camera, learning new songs on the guitar, and getting out on the golf course as much as possible.
                  • He lives in Hell’s Kitchen in New York City.

                    • Fordham University, B.A., Business Administration, Concentration: Finance
                      1285 Avenue Of The Americas
                      New York, NY 10019
                    • Daniel Scansaroli, Ph. D.

                      Head of Portfolio Strategy & UBS Wealth Way Solutions Americas, UBS Global Wealth Management

                      Daniel Scansaroli is a Managing Director and Head Americas Portfolio Strategy & UBS Wealth Way Solutions for the UBS Chief Investment Office. Dan advises individuals and institutions on asset allocation, goals-based investing, and portfolio/risk management. He also leads the intellectual capital offering for Wealth Way and the Ultra High Net Worth business.

                      Daniel joined UBS from BlueMountain Capital Management, where he was the Head of Portfolio Construction & Modeling and a Managing Portfolio Strategist responsible for leading the investment process, sizing frameworks, modeling, and risk management for all multi-strategy funds. As part of the CIO’s Fund Management Committee, he was responsible for strategy and execution of tailored asset allocations, and dynamic hedging programs to manage factor exposures in accordance with institutional client risk and return mandates.

                      Dan joined J.P. Morgan from Lehigh University’s $1B+ Endowment where he was responsible for portfolio construction, risk management, manager due diligence, and performance/investment analysis. Dan has also worked as a lead Process Management Consultant, and as an Analyst at Rothschild’s M&A and Restructuring division. Dan holds several degrees from Lehigh University, including a doctorate (Ph.D.) in Industrial/Financial Engineering, a M.S. in Applied Mathematics, a M.S. in Management Science, and a B.S. in Mechanical Engineering. He is also an Industry Advisory Council member for Lehigh University’s Master in Financial Engineering Program.

                    • Julie Binder Photo

                      Julie Binder

                      Executive Director

                      Senior Strategist - Family Advisory and Philanthropy Services

                      Professional history
                      As a Senior Strategist with Family Advisory and Philanthropy Services, Julie works with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

                      Prior to joining UBS Financial Services in 2018, Julie was with Foundation Source, a provider of comprehensive support services for private foundations for nearly a decade. While there, she was responsible for understanding the needs and identifying philanthropic solutions for ultra-high net worth clients and the Private Wealth Advisors who serve them. Julie worked with hundreds of clients to think about the impact of their philanthropy on their families and communities. Before Foundation Source, Julie worked for a boutique consulting firm that specialized in corporate philanthropy, and spent several years in business development for Texas Monthly and New York Magazine.

                      Education
                      Julie graduated from the University of Connecticut with a B.S. in Marketing and holds a Fellowship in Charitable Estate Planning from the Charitable Estate Planning Institute. She is an active volunteer with many local community organizations, and lives in Stamford, CT with her husband and two sons.
                    • Nicole Sebastian

                      Executive Director

                      Family Advisor/Family Office Solutions Group

                      In January 2019, Nicole joined the newly formed Family Office Solutions (FOS) team within UBS Private Wealth Management, serving as a Senior Strategist representing Family Advisory and Philanthropy Services Americas. Nicole works closely with Advisors in Private Wealth Management, where FOS delivers dedicated and comprehensive services to ultra-high net worth clients. 

                      Nicole joined UBS in 2014 to establish and lead the UBS Optimus Foundation presence in the U.S.; a global network that supports programs focused on the potential to be transformative, scalable and sustainable in the areas of health, education and child protection. Under her leadership, the Foundation platform became available to all clients and employees of UBS Financial Services, and this offering now serves as a true differentiator and is a core component in delivering the firm.

                      Nicole has over two decades of experience in the non-profit, philanthropic and corporate sectors, and brings a wealth of knowledge in non-profit management, corporate and nonprofit governance, fundraising, performance assessment, leadership advisory services and policy research. Previously, Nicole held roles with Heidrick & Struggles, Robin Hood Foundation, VCG Governance Matters, French-American Chamber of Commerce, Saint-Gobain Desjonquères, UNICEF and UNDP. She has served as an Adjunct Professor at Columbia University, teaching a graduate-level Strategic Management course, and currently serves as an Adjunct Professor and Advisor for NYU Stern's Board Fellows Program, a year-long experiential class offered to second-year MBA candidates.

                    • Matthew Fleming

                      Executive Director

                      Structured Solutions Consultant

                      OTC Equity Solutions Group

                      Professional History

                      Matt is an Executive Director in the OTC Equity Solutions Group and focuses on the marketing and structuring of over-the-counter equity derivative solutions for high net worth and ultra-high net worth clients. Working with holders of concentrated single stocks, he helps clients think through the various hedging and monetization alternatives available to reduce risk, generate liquidity and enhance yield on these positions.

                      Before joining UBS in 2019, Matt spent five years at Goldman Sachs as a senior member of the Equity Solutions Group within Private Wealth Management, focusing on providing bespoke investment and risk management solutions to the ultra-high net worth space, including concentrated stock hedging solutions and structured investments. Prior to Goldman Sachs, he was one of four founding partners at Varick Asset Management, a derivatives asset management firm, and was responsible for product development and marketing of the firm's investment offerings. Prior to that, he was a Director in the Investor Solutions group at Barclays Capital and served as the senior marketer for over-the-counter derivatives and structured investments for family offices, high net worth investors, private banks and registered investment advisors. Matt spent the first ten years of his career at Lehman Brothers, where he was a Senior Vice President in the Structured Equity Solutions group, running the firm's single stock risk management business.


                      Education

                      Matt received his B.A. in Applied Mathematics from Harvard University and his M.B.A. from the NYU Stern School of Business. He holds his Series 7 and 63 licenses.
                    • Carrie Larson

                      Executive Director

                      Senior Wealth Strategist

                      Introduction

                      Carrie works with ultra-high net worth clients of UBS helping them achieve their estate planning, wealth preservation, and philanthropic goals. She focuses on developing and implementing comprehensive wealth transfer strategies to assist clients with their complex financial needs and management of wealth. Carrie also reviews clients' estate planning documents to help ensure their plan accurately reflects the family's needs and objectives, while leveraging their gift, estate, and generation-skipping transfer (GST) tax exemptions in a tax-efficient manner.

                      Professional History

                      Prior to joining UBS in October 2016, Carrie was a Financial Planner in the Goldman Sachs Family Office. She aided current and retired Goldman Sachs Partners and their families in achieving their wealth planning goals in individual income tax planning, estate planning, wealth succession planning, insurance needs, and philanthropic endeavors.

                      Education


                      Graduating from the University of Minnesota, Carrie received a B.A. in Psychology. She went on to earn her J.D. from New York Law School.

                      Licenses and Certifications

                      Carrie holds the Certified Financial Planner® designation, as well as FINRA Series 7 and 66 Licenses. Carrie is a licensed attorney in the state of New York and a member of the New York State Bar Association.

                      Publications

                      “Charitable Planning Before the Sale of a Business,” co-author, Trusts & Estates (March 2020).

                      “Planning for the Sale of a Closely Held Business,” co-author, Trusts & Estates (March 2019).
                    • Adewale Ogunleye

                      Managing Director

                      Head of Sports and Entertainment

                      Wale Ogunleye leads the UBS Sports and Entertainment business for Wealth Management USA. As head of the division, Wale draws on his background as a college and professional football player to help Financial Advisors understand and address the needs of athletes and entertainers. The goal of the team is to facilitate holistic advice and planning for these high-profile individuals, and provide Financial Advisors who are focused on this segment with the resources they need to grow their business.

                      Making a difference—beyond the game Wale notes that, far too often, we see our favorite athletes or entertainers in the news because they have made poor financial choices or listened to unsound advice. As an NFL player, he had the common experience of being offered a wide variety of financial opportunities without any context for how to evaluate them. After his football career, Wale pursued his interest in business by earning his M.B.A. He joined UBS in order to help make a positive impact on the lives of athletes and entertainers.

                      Wale is a natural leader who was named Most Valuable Player by the Miami Dolphins in 2004. As the team captain for the Chicago Bears in 2006, he helped them win their conference title and reach Super Bowl XLI. He brings that leadership experience to UBS, working with Financial Advisors to harness the firm’s capabilities on behalf of their sports and entertainment clients.

                      Wale is singularly focused on creating a division that is thoughtful in its approach, rigorous in its planning, grounded in integrity and dedicated to putting clients first. Wale’s goal is simple: to advise every client as if they were the CEO of a multimillion- dollar business. The team will also help student athletes prepare for life after college by educating them about personal financial topics.

                       

                    Lead gen

                    Tradition, trust and time

                    The challenges women breadwinners face embracing their financial clout

                    In our latest Own your worth survey, we found that nearly one third of high-earning women in heterosexual couples are the primary breadwinner. Yet many remain less engaged than men breadwinners in financial decision-making. How can financial participation, planning and the support of financial professionals help correct this imbalance?

                    Read the report

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                    You. Connected.

                    There are two sides to every dream

                    When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.

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                    Understanding complexity, opportunity and planning

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