Advice for life, wealth and all that matters

Private Wealth Management

Oak Tree

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.

Your values come first
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. Your unique objectives guide our thinking and our recommendations. Our own principles of integrity, humility and collaboration are reflected in our relationship with you and with each other.

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. We strive 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.

The Family Office Consultant (FOC) designation

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.

  • Wendy Holmes

    Wendy Holmes

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • LA
    • MA
    • MD
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    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
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    • 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. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice.
    • Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. 
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is awarded annually in October and is based on information from March of the prior year to 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

    Lizzie Decarlo, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    • 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 awarded annually between June and September and is based on information from March of the prior year to March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. 
    • Forbes America’s Top Women Wealth Advisors, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. 
    • Forbes Best-in-State Women Wealth Advisors, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award 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

    Katie Jones, CFP

    Authorized Officer

    Financial Advisor

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    • AL
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    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • LA
    • MA
    • MD
    • MN
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    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
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    • 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

      Cameron McCurry

      Wealth Strategy Associate

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      • 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

          Caitlin Brady

          Client Associate

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          • NJ
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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 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

              Bianca Marie Carpio

              Executive / Team Assistant

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                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

                    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.
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                    Stacy Hendler

                    Director

                    Portfolio Advisory Group Strategist

                  • 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 & Philanthropy Advisory

                    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.
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                    Nicole Sebastian

                    Executive Director

                    Family Advisor/Family Office Solutions Group

                  • 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.

                  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

                  #1

                  For Ultra-High Net Worth clients

                  Euromoney Private Banking and Wealth Management Survey, 2016-2022