A plan for today, tomorrow and generations to come

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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, son Thomas and daughter Jacqueline.

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

Betsy has worked in the financial services industry for 24 years, the last 19 at UBS. She holds a BS from SUNY Purchase and prides herself on service excellence and attention to detail. Betsy manages all client contact and account services for the Huvane Wealth Management Group.  

Betsy is a highly respected and valued Client Service Associate at UBS and is on the C.S.A. Coaches Committee, which trains new Client Service Associates on our internal systems and functions. Betsy has also been involved in various initiatives designed to increase efficiencies for clients and support staff. She a member of All Bar None, which promotes the professional advancement of women at the firm. Betsy also volunteers with the Coalition for the Homeless in their Grand Central Food Program, the largest mobile soup kitchen in NYC. 

Betsy lives in Monroe, NY with her husband Nevelle and daughters Gabriella and Gianna.

• SUNY Purchase, BS

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. 

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• CA
• CO
• CT
• DC
• FL
• IL
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• LA
• MA
• MD
• ME
• MO
• NC
• NJ
• NY
• OH
• OR
• PA
• SC
• UT
• VA
• WA

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