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Hoffman Rappaport

Looks like your wealth is on the rise. That's why the right financial advice is more critical than ever—it all starts with careful and comprehensive planning. We're here to help make sure your impact rises right along with you. The sooner you get started, the more your money can work for you. For your family. For the world.

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  • Matthew Hoffman Headshot

    Matthew Hoffman

    Managing Director–Wealth Management

    Financial Advisor

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    With over 25 years of experience in the financial services industry, Matthew works with high-net-worth and ultra-high-net-worth individual investors and their families. He primarily focuses on retirement planning. He also specializes in individual, joint, Profit Sharing, 529’s and
    trust accounts.

    Credentials:
    B.A., Economics, Northwestern University
    London School of Economics
    FINRA series 3, Series 7, Series 31, Series 63 and Series 65
    Member of Cityview Racquet club, Aspatuck Tennis club, Watermill Beach club and Oakwood Country Club

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        299 Park Avenue
        8th Floor
        New York, NY 10171
        matthew.hoffman@ubs.com
        Matthew Hoffman
        299 Park Avenue,New York,NY,10171
      • Scott Headshot 2

        Scott Rappaport

        Vice President–Wealth Management

        Financial Advisor

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        Scott brings over 15 years of experience as a financial professional working with high-net-worth, ultra-high-net-worth families and institutional clients. His specialties include trading, advanced asset allocation, financial planning, retirement planning, lending and client relationships.

        Credentials:

        B.A., SUNY Buffalo
        FINRA Series 7, Series 63
        Member of Montclair Golf Club

        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            299 Park Avenue
            8th Floor
            New York, NY 10171
            scott.rappaport@ubs.com
            Scott Rappaport
            299 Park Avenue,New York,NY,10171
          • James Borda Headshot

            James Borda

            Senior Wealth Strategy Associate

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            James spent the first 5 years of his career managing investments for high-net-worth individuals and their families. In his team role, he focuses on trade execution, market research and retirement planning.

            Credentials:

            B.S. Rutgers University
            FINRA Series 7, Series 63

                  299 Park Avenue
                  8th Floor
                  New York, NY 10171
                  james.borda@ubs.com
                  James Borda
                  299 Park Avenue,New York,NY,10171
                • Anna Maria DiBiase Headshot

                  Anna Maria DiBiase

                  Client Associate

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                  Anna Maria has been in the financial services industry for over 20 years and focuses on account maintenance, new account administration and client service.

                  Credentials:

                  B.A., Pace University
                  FINRA Series 7, series 63

                        299 Park Avenue
                        8th Floor
                        New York, NY 10171
                        annamaria.dibiase@ubs.com
                        Anna Maria DiBiase
                        299 Park Avenue,New York,NY,10171

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                      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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