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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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    • AL
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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

          299 Park Avenue
          8th Floor
          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

                299 Park Avenue
                8th Floor
                New York, NY 10171
              • James Borda Headshot

                James Borda

                Senior Wealth Strategy Associate

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                • WI

                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
                    • Anna Maria DiBiase Headshot

                      Anna Maria DiBiase

                      Client Associate

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                      • AL
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                      • NJ
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                      • NV
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                      • PA
                      • RI
                      • SC
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                      • UT
                      • VA
                      • VI
                      • VT
                      • WA
                      • WI

                      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

                          What did the Fed say?

                          Retirement planning

                          Retirement planning

                          Multigenerational planning

                          Multigenerational planning

                          Legacy—Wealth for others

                          For needs that go beyond your own—to help you improve the lives of others

                          What will your legacy be?
                          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                          Learn more at ubs.com/wealthway.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $2.8 trillion

                          In invested assets globally 
                          As of 06/30/2022

                          51 countries

                          Our global footprint

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                          UBS is a world-leading wealth manager