51 countries
Our global footprint
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.
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.
"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
Designations
Life
“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
Designations
Life
"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
Designations
Life
"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
Designations
Life
"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
Designations
Life
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
Life
Executive Director
Senior Wealth Strategist - Advanced Planning
Director
Portfolio Advisory Group Strategist
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.
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.
Executive Director
Senior Strategist Family & Philanthropy Advisory
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.
Executive Director
Structured Solutions Consultant
"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
Designations
Life
“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
Designations
Life
"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
Designations
Life
"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
Designations
Life
"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
Designations
Life
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
Life
Executive Director
Senior Wealth Strategist - Advanced Planning
Director
Portfolio Advisory Group Strategist
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.
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.
Executive Director
Senior Strategist Family & Philanthropy Advisory
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.
Executive Director
Structured Solutions Consultant
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
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
This interview dives into results of the UBS Own Your Worth Report.
A reflection on how a team's culture is essential to a hybrid work environment.
Thoughts on how the Covid-19 pandemic influenced women's financial lives.
Check out other media we've been featured in and see how our thoughts on the financial landscape have changed and grown over time.
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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.
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 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.
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:
51 countries
Our global footprint
$2.8 trillion
In invested assets globally
As of 06/30/2022
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2022
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