A plan for today, tomorrow and generations to come

Huvane Wealth Management Video Library

Planning approach

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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.

  • Thomas Huvane Profile Photo

    Thomas Huvane

    Managing Director–Wealth Management

    Financial Advisor

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    Tom has been a Financial Advisor to his clients for 31 years by understanding their needs and goals, and offering advice in complex, uncertain times. He is one of a select group of UBS financial advisors who have earned the "Wealth Advisor" designation.  Born and raised in Bronx, NY, Tom earned a BA in Economics & History from Fordham University and is a graduate of The Financial Planning Program at Pace University. 

    Tom is a member of numerous groups at UBS including the UBS Veterans Network and All Bar None, which promotes the professional advancement of women at the firm. Tom has long been a mentor for other Financial Advisors at the firm and is a frequently requested speaker on financial planning at several UBS events. In 2017 the firm honored Tom with the UBS Aspire Award, singling out his dedication to living the principals of integrity, collaboration and challenge both in the office and in his community.

    Outside of UBS, Tom is the Co-Founder and past Co-Chairman of the Eastchester St. Patrick's Day Parade. He is a member of the Women's Enterprise Development Center (WEDC), the premier hub for women entrepreneurs in Westchester County. He is also a member of the American Corporate Partners (ACP) Mentoring Program which helps returning military veterans transition to civilian life. Tom is the Founder of the Huvane's on 198th Scholarship Fund which provides financial aid and mentorship to first generation High School students in the Bronx. He sits on the Fordham Prep Board of Trustees and is an active supporter of the Irish Arts Center in NYC and the N.Y. Irish Center in Queens.  

    Tom lives in Westchester with his wife Bernadette, a nurse practitioner His son Thomas who resides in Hoboken and daughter Jacqueline who resides in NYC work alongside him at UBS.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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.

    • Fordham University, BA in Economics & History
    • Pace University, Financial Planning Program
    • Wealth Advisor
    299 Park Avenue
    New York, NY 10017
    thomas.huvane@ubs.com
    Thomas Huvane
    299 Park Avenue,New York,NY,10017
  • Mike 2

    Michael Marotta

    Team Administrator

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    Mike Marotta joins the Huvane Wealth Management Group as our Chief Operating Officer. He has been in the financial services industry for the past 8 years and brings a wealth of knowledge in leadership, financial planning and portfolio management.


    Mike was born and raised in Mineola, NY and enlisted in the United States Marine Corps directly after high school and served as a combat engineer for 8 years. He was stationed around the globe in over 15 countries with tours in both Iraq and Afghanistan where he served in various leadership positions. Mike left the Marine Corps as a senior working supervisor in charge of the development and planning for over 30 Marines.


    After leaving the Marine Corps Mike attended Columbia University and received a degree in International Affairs. Through the American Corporate Partners (ACP) Mentoring Program, which helps military vets transition to the private sector, he met and was mentored by Tom Huvane. Shortly afterward, he was accepted into the UBS Analyst Training Program to focus on client service and long term financial planning. Within two years he moved into the UBS Family Office Practice as an Associate Director to work with UBS’ wealthiest clients in both the U.S. and abroad.


    Before returning to UBS, Mike worked at Mercer – a business line of Marsh McLennan - in their Outsourced Chief Investment Office as a Portfolio Specialist advising on assets for the largest retirement plans, endowments, foundations, and non-profit institutions.


    Mike currently lives in NYC with his wife Christine, an ICU Physician’s Assistant at Memorial Sloan Kettering and their 2 sons Michael and Nicholas. He enjoys playing squash at the University Club and spending time with his family in Central Park.

          299 Park Avenue
          New York, NY 10017
          mike.marotta@ubs.com
          Michael Marotta
          299 Park Avenue,New York,NY,10017
        • Jacqueline Huvane

          Jacqueline Huvane

          Senior Wealth Strategy Associate

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          Jackie began her career after graduation in 2020 in the UBS Wealth Advice Center where she achieved her securities licensing and provided tailored investment advice to the emerging affluent clientele. Jackie joined Huvane Wealth Management in March of 2022 and was designated the team’s Senior Wealth Strategy Associate. Her focus is on day-to-day client transactions, portfolio management and financial planning.  In addition, she oversees our lending capabilities in mortgages and lines of credit while also leading our women’s segment. 

           

          Jackie was born and raised in Westchester, NY where she attended The Ursuline School and went on to earn her B.S. in Finance and Financial Planning from St. Joseph’s University in Philadelphia. Jackie is Series 7 and 66 licensed and is currently pursuing her Certified Financial Planner Designation

                299 Park Avenue
                New York, NY 10017
                jacqueline.huvane@ubs.com
                Jacqueline Huvane
                299 Park Avenue,New York,NY,10017
              • Thomas Huvane

                Thomas Huvane

                Client Associate

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                  Thomas joined UBS in 2019 at the Wealth Advice Center as a CSA servicing UBS Clients throughout the United States. In 2020 Thomas joined Huvane Wealth Management where he focuses on managing the daily maintenance and growth of the practice through administration, account operations, while also conducting the team communication and marketing. Thomas is also the coordinator and editor for our Huvane Wealth Management Conversations & Next Gen Investor segment. Thomas enjoys connecting with clients and delivering a high-level experience.

                  Thomas was born and raised in Westchester NY, Attending Fordham Prep in the Bronx and Mount Saint Mary College in Newburgh NY where he played on the college baseball team. Thomas graduated with a B.S. in Business, concentration in Finance. Thomas currently resides in New Jersey. 

                        299 Park Avenue
                        New York, NY 10017
                        t.huvane@ubs.com
                        Thomas Huvane
                        299 Park Avenue,New York,NY,10017
                      • Ann Fredlin

                        Ann Fredlin

                        Senior Client Associate

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                        Ann has worked in the financial Services industry for the last 20+ years and the last 3 at UBS. Prior to financial services she worked in entertainment at HBO and special events around the globe. She attended NYU. Ann manages account services for Huvane Wealth Management.

                        Ann is a highly respected and valued Senior Client Services Associate at UBS. She has been a mentor and branch trainer. Ann is a world traveler and has been to all seven continents and 80+ countries. Ann volunteers with a number of animal rescues and fosters (Best Friends, NSAL, Soi Dog Foundation) in the New York area and abroad. She also works with Meals on Wheels and other organizations.

                        Ann lives in the Meat Packing district in New York City with her spouse and 3 dogs.

                              299 Park Avenue
                              New York, NY 10017
                              ann.fredlin@ubs.com
                              Ann Fredlin
                              299 Park Avenue,New York,NY,10017

                            Huvane Wealth Management Conversations

                            Advice for women

                            Women, wealth and the path to financial independence

                            Wealth, from your point of view

                            What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

                            Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                            Women in Economics

                            Helping women take charge

                            Multigenerational families

                            Helping you design an effective family plan

                            Who we work with

                            With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

                            • Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.
                            • Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
                            • Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.

                            Multi-generational families

                            Our team has experience helping families create a plan to pass on both their wealth and their values to their children with the goal of sustaining wealth over generations.

                            With an understanding of the family dynamics that can accompany multigenerational wealth, we are experienced in working with you and your family to develop a strategic plan to guide your decisions.

                            Our approach helps foster family communication and provide education across generations to help define and support your long-term vision for your wealth.

                            Preparing your business

                            Advice for business owners

                            Business transition and succession planning

                            Insights

                            A leader in wealth management

                            Backed by the strength of our parent company, UBS AG

                            $5.8+ trn

                            UBS Group invested assets
                            As of 03/31/2024

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a leading and truly global wealth manager