Advice for life, wealth and all that matters

Private Wealth Management

Planning for what matters
At Hidden Oak Partners, we understand that your wealth is about more than what you spend, invest and pass on, it is about life—your commitment to those you care about most, the ideals you stand for and the legacy you hope to leave for the next generation and beyond.

Exceptional focus for exceptional clients
We are a boutique Private Wealth Management practice, an experienced multigenerational team that strives to honor your values as we bring the global resources of UBS and integrated advice to every aspect of your financial world. With the care and dedication you are looking for, we strive to be the team you can turn to for insight on any issue that touches your financial life. Our goal is to earn your trust and help you pursue your goals, look for opportunities for you and your family and to plan confidently for the future. For that, we are grateful beyond measure. To us, there is no greater privilege. And without question, there is no greater responsibility.

Expertise on the complex needs of exceptional families
While our advice is informed by insights from our entire team, Wendy Holmes is among a select group of Private Wealth Advisors who have earned the Family Office Consultant UBS business designation. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families.

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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.

Wendy Holmes

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
"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, philanthropy—and, above all, a client’s vision and purpose—to deliver a plan that is truly personal.

Wendy is adept at marshalling the extensive resources available through UBS. Her extensive background working with boutique firms as well as large financial institutions gives her a unique perspective and ability to offer an extraordinarily personalized experience.

Wendy is acutely tuned to the needs of women, partnering with and empowering them—especially through periods of transition. Wendy’s intimate knowledge of her clients’ goals and aspirations means she is often the first phone call when they need advice on issues that impact their lives.

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 National Investment Committee of the American Heart Association.
- Chairwoman, Executive Leadership Team, American Heart Association’s Go Red for Women Campaign, New York City.
- She is a member of the Breast Cancer Research Foundation Advisory Board.
- She serves as a Vice President on the Board of Managers of the East Side House Settlement, a community-based organization serving the Bronx and Northern Manhattan.
- Wendy loves spending time with her family, exercising and playing tennis. She has also completed an Ironman Triathlon.
- She resides in Armonk, NY with her husband, Kevin McAlister, and daughter, Morgan.
- Barron's Top 100 Women Advisors, 2022The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
- Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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, 2022The 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, 2023The 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
1285 Avenue Of The Americas
New York, NY 10019
Lizzie Decarlo, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
“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 Women Wealth AdvisorsThe 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 Women Wealth Advisors, 2022, 2023The 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
Katie Jones, CFP

Authorized Officer

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
"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 sharing meaningful and relevant content, as well as offering helpful advice during periods of life transition.

Katie enjoys using skills learned as a part of her CFP® designation to help prepare for client review meetings, build financial plans, and review asset allocations. She also uses her leadership expertise as the business operations manager of Hidden Oak Partners. She partners with both the advisors and service 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 PlannerTM(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.
- University of Richmond, B.S, Business Administration, Minor in English Literature
- Certified Financial Planner™
1285 Avenue Of The Americas
New York, NY 10019
Cameron McCurry

Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
"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
Caitlin Brady

Client Associate
View bio
- NJ
- NY
"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 Client Service Associate, Caitlin always puts clients’ needs above all else and is committed to helping clients 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 License
Life
- Caitlin was actively involved with Elon University’s Student Government Association.
- She played on the women’s club lacrosse team at Elon University as a low defenseman.
- 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
1285 Avenue Of The Americas
New York, NY 10019
Bianca Marie Carpio

Executive / Team Assistant
View bio
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, 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

Brad Dillon

Executive Director

Senior Wealth Strategist - Advanced Planning

View bio

Introduction

Brad works with ultra-high net worth families, helping them achieve their tax, estate planning, and philanthropic objectives. Brad focuses on developing and implementing creative and comprehensive wealth transfer strategies that align with clients' wishes. He reviews clients' tax and estate planning documents to ensure that each plan accurately and holistically reflects the family's philosophy and needs while maximizing tax efficiency.

Professional History

Prior to joining UBS in January 2020, Brad worked at Brown Brothers Harriman, where he advised families on their tax and estate planning objectives. Brad began his career in private legal practice, most recently at Milbank in New York City, where he practiced in the firm's trusts and estates department. Brad is an adjunct professor at Fordham Law School, where he teaches courses on trusts and estates.

Education

Brad earned a B.A. in mathematics and philosophy from Indiana University (summa cum laude), a J.D. from UCLA School of Law, where he was an editor of the UCLA Law Review, and an LL.M. (Master of Laws) in Taxation from NYU School of Law.

Publications, Speeches, and Media

Brad is a frequent lecturer and author. He has published several articles on tax and estate planning in industry-leading journals, such as Journal of Taxation, Estate Planning, and Trusts & Estates Magazine. He has given dozens of lectures to lawyer and non-lawyer audiences throughout the United States, including for the American Bar Association, the New York Bar Association, and various tax conferences. In addition, Brad is regularly quoted on tax and estate planning issues in the news media, including Bloomberg, CNBC, and Barron's.
Stacy Hendler

Director

Portfolio Advisory Group Strategist

View bio

Stacy Hendler is the Portfolio Strategist for the Portfolio Advisory Group (PAG) for the NY Metro area. In this role, she is dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS's Ultra High Net Worth clients. Stacy specializes in developing customized investment strategies and multi-asset solutions for sophisticated individuals, families, and institutions using the most suitable products UBS has to offer.

Stacy’s extensive expertise and deep understanding in investment and risk management provides a value-added perspective when creating an investment strategy aligned with a client's needs and goals. She leverages the global resources of the firm – including the Chief Investment Office and manager due diligence team’s thought leadership when constructing portfolios.

Before joining UBS in 2020, Stacy worked as a portfolio analyst and a member of the investment committee at Richard Bernstein Advisors (RBA), a fast growing boutique asset management firm led by former Merrill Lynch Chief Investment Strategist, Richard Bernstein. At RBA, she focused on asset allocation and portfolio construction for their global all asset SMA, mutual fund, and UIT products. Prior to her time at RBA, Stacy worked at FactSet focused on selling and implementing quantitative based portfolio construction and attribution software. Stacy has been in the financial services industry since 2010.
Stacy received a Bachelors in Business Administration from the Goizueta Business School at Emory University. Stacy holds the Series 7 and Series 66 licenses and is a CFA Charterholder.
Daniel Scansaroli, Ph. D.

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

View bio

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

Executive Director

Senior Strategist Family & Philanthropy Advisory

View bio

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

View bio

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

View bio

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.

Wendy Holmes

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
"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, philanthropy—and, above all, a client’s vision and purpose—to deliver a plan that is truly personal.

Wendy is adept at marshalling the extensive resources available through UBS. Her extensive background working with boutique firms as well as large financial institutions gives her a unique perspective and ability to offer an extraordinarily personalized experience.

Wendy is acutely tuned to the needs of women, partnering with and empowering them—especially through periods of transition. Wendy’s intimate knowledge of her clients’ goals and aspirations means she is often the first phone call when they need advice on issues that impact their lives.

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 National Investment Committee of the American Heart Association.
- Chairwoman, Executive Leadership Team, American Heart Association’s Go Red for Women Campaign, New York City.
- She is a member of the Breast Cancer Research Foundation Advisory Board.
- She serves as a Vice President on the Board of Managers of the East Side House Settlement, a community-based organization serving the Bronx and Northern Manhattan.
- Wendy loves spending time with her family, exercising and playing tennis. She has also completed an Ironman Triathlon.
- She resides in Armonk, NY with her husband, Kevin McAlister, and daughter, Morgan.
- Barron's Top 100 Women Advisors, 2022The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
- Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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, 2022The 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, 2023The 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
1285 Avenue Of The Americas
New York, NY 10019
Lizzie Decarlo, CEPA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
“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 Women Wealth AdvisorsThe 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 Women Wealth Advisors, 2022, 2023The 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
Katie Jones, CFP

Authorized Officer

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
"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 sharing meaningful and relevant content, as well as offering helpful advice during periods of life transition.

Katie enjoys using skills learned as a part of her CFP® designation to help prepare for client review meetings, build financial plans, and review asset allocations. She also uses her leadership expertise as the business operations manager of Hidden Oak Partners. She partners with both the advisors and service 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 PlannerTM(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.
- University of Richmond, B.S, Business Administration, Minor in English Literature
- Certified Financial Planner™
1285 Avenue Of The Americas
New York, NY 10019
Cameron McCurry

Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- LA
- MA
- MD
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
"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
Caitlin Brady

Client Associate
View bio
- NJ
- NY
"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 Client Service Associate, Caitlin always puts clients’ needs above all else and is committed to helping clients 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 License
Life
- Caitlin was actively involved with Elon University’s Student Government Association.
- She played on the women’s club lacrosse team at Elon University as a low defenseman.
- 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
1285 Avenue Of The Americas
New York, NY 10019
Bianca Marie Carpio

Executive / Team Assistant
View bio
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, 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

Brad Dillon

Executive Director

Senior Wealth Strategist - Advanced Planning

View bio

Introduction

Brad works with ultra-high net worth families, helping them achieve their tax, estate planning, and philanthropic objectives. Brad focuses on developing and implementing creative and comprehensive wealth transfer strategies that align with clients' wishes. He reviews clients' tax and estate planning documents to ensure that each plan accurately and holistically reflects the family's philosophy and needs while maximizing tax efficiency.

Professional History

Prior to joining UBS in January 2020, Brad worked at Brown Brothers Harriman, where he advised families on their tax and estate planning objectives. Brad began his career in private legal practice, most recently at Milbank in New York City, where he practiced in the firm's trusts and estates department. Brad is an adjunct professor at Fordham Law School, where he teaches courses on trusts and estates.

Education

Brad earned a B.A. in mathematics and philosophy from Indiana University (summa cum laude), a J.D. from UCLA School of Law, where he was an editor of the UCLA Law Review, and an LL.M. (Master of Laws) in Taxation from NYU School of Law.

Publications, Speeches, and Media

Brad is a frequent lecturer and author. He has published several articles on tax and estate planning in industry-leading journals, such as Journal of Taxation, Estate Planning, and Trusts & Estates Magazine. He has given dozens of lectures to lawyer and non-lawyer audiences throughout the United States, including for the American Bar Association, the New York Bar Association, and various tax conferences. In addition, Brad is regularly quoted on tax and estate planning issues in the news media, including Bloomberg, CNBC, and Barron's.
Stacy Hendler

Director

Portfolio Advisory Group Strategist

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Stacy Hendler is the Portfolio Strategist for the Portfolio Advisory Group (PAG) for the NY Metro area. In this role, she is dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS's Ultra High Net Worth clients. Stacy specializes in developing customized investment strategies and multi-asset solutions for sophisticated individuals, families, and institutions using the most suitable products UBS has to offer.

Stacy’s extensive expertise and deep understanding in investment and risk management provides a value-added perspective when creating an investment strategy aligned with a client's needs and goals. She leverages the global resources of the firm – including the Chief Investment Office and manager due diligence team’s thought leadership when constructing portfolios.

Before joining UBS in 2020, Stacy worked as a portfolio analyst and a member of the investment committee at Richard Bernstein Advisors (RBA), a fast growing boutique asset management firm led by former Merrill Lynch Chief Investment Strategist, Richard Bernstein. At RBA, she focused on asset allocation and portfolio construction for their global all asset SMA, mutual fund, and UIT products. Prior to her time at RBA, Stacy worked at FactSet focused on selling and implementing quantitative based portfolio construction and attribution software. Stacy has been in the financial services industry since 2010.
Stacy received a Bachelors in Business Administration from the Goizueta Business School at Emory University. Stacy holds the Series 7 and Series 66 licenses and is a CFA Charterholder.
Daniel Scansaroli, Ph. D.

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

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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

Executive Director

Senior Strategist Family & Philanthropy Advisory

View bio

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

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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

View bio

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.

In the Media...

Bloomberg - "Pandemic has Reinforced Traditional Gender Roles"

This interview dives into results of the UBS Own Your Worth Report.

Listen here.

In Dialogue: Advisor Success Hinges on Team Culture, Communication

A reflection on how a team's culture is essential to a hybrid work environment.

Forbes - In Dialogue: Wendy Holmes On Women’s Pandemic-Era Financial Independence

Thoughts on how the Covid-19 pandemic influenced women's financial lives.

Our media archives

Check out other media we've been featured in and see how our thoughts on the financial landscape have changed and grown over time.

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.

Understanding complexity, opportunity and planning

Our team is focused on helping affluent families with complex, multigenerational goals and concerns. Though our clients may lead lives abundant in family, passions, wealth and charity, we also believe that helping them preserve and build upon that abundance requires financial planning. Your plan will provide an integrated view of estate, legacy, tax and philanthropic priorities. This custom “blueprint” evolves and adapts with what’s important to you and your family as your life or markets change.

UBS Private Wealth Management. We are members of the exclusive UBS Private Wealth Management division of our firm. As a Private Wealth team, we are well positioned to access all that UBS offers to provide the services, solutions and support our exceptional clients deserve.

UBS Family Advisory and Philanthropy Services. Understanding the dynamics of families and their wealth transfer concerns, we can help you build a thoughtful wealth transition plan for future generations.

Advanced Planning Group. Together with our Advanced Planning specialists, we’ll evaluate your unique, long-term needs, from the basics of creating a will to tax, liquidity and estate planning strategies.

Portfolio Advisory Group. This team works with product developers to design tailored investment solutions informed by sophisticated quantitative analysis.

Global wealth management research. Drawing upon the market insight of our Chief Investment Office (CIO), we help ensure you are receiving the firm’s best strategic and tactical allocation guidance.

A personalized approach to investment management

A comprehensive view

A picture of the present
Before creating a plan for the future, we need to understand your current situation. We gather and review all of your financial statements, planning documents and insurance policies, and construct a balance sheet using this information. The balance sheet provides us with the present picture of your net worth, your current allocation and your exposures. This comprehensive view is the foundation for building a financial plan that addresses your current needs and your long-term goals.

A custom blueprint

A plan for the future
Once we have a clear understanding of your situation, we work with you to create a tailored financial blueprint. We apply our knowledge of traditional and alternative investment strategies to implement a portfolio designed to help you pursue your goals while incorporating your tolerance for risk. We also utilize our extensive wealth planning and philanthropic capabilities to ensure that your estate planning strategy and charitable entities reflect your current ideals.

Dynamic stewardship

Focusing on resiliency, not benchmarks. We build portfolios to help our clients meet their unique goals and objectives over a full market cycle. Our team favors employing active managers who are long-term-oriented and have track records of preserving principal in down markets. We have found that an emphasis on downside protection can help hedge against volatility.

Customizing portfolios for a range of outcomes. Predicting market returns is nearly impossible to do with any consistency. That’s why we design portfolios based on a range of economic and geopolitical outcomes. We are continually in discussion with a broad network of resources to evaluate the ever-changing dynamics of the markets and the geo-political landscape to see if a change to your portfolio is warranted—either to help protect it or to capitalize on an opportunity. We remain flexible, revisiting and challenging our investment theses, and adjusting accordingly.

Prioritizing objectivity in investment selection. We make investment decisions objectively and deliberately, without any conflicts of interest. We consider all investment vehicles as potential tools for building a customized investment portfolio.

Giving back with passion and purpose

Philanthropy is central to who we are as individuals and as a team. We each have personal commitments to causes and organizations that are meaningful to us. Our team strives to understand your values, your sense of purpose and the passions that drive you. With that insight, we can help you bring your charitable goals to life with a strategic recommendation for making a difference with your wealth. Our team will host a family meeting to discuss with you and your loved ones the charitable solutions that resonates with you. Whether you need administrative support for your foundation, fundraising advice for your nonprofit or clarity as you start your philanthropic journey, we have the experience and network to help you move forward. Our recommendations may include:

Donor-advised funds
Sustainable investments
Private foundations
Charitable trusts
Gifting

Insights

The depth and breadth of UBS

Recognized worldwide

51 countries

Our global footprint

^$2.8 trillion

In invested assets globally
As of 06/30/2022

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2022

Advice for life, wealth and all that matters

Pursuing your goals together

Wendy Holmes

Lizzie Decarlo, CEPA

Katie Jones, CFP

Cameron McCurry

Caitlin Brady

Bianca Marie Carpio

Brad Dillon

Stacy Hendler

Daniel Scansaroli, Ph. D.

Julie Binder

Nicole Sebastian

Matthew Fleming