Global access. Strategic solutions.

Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. 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.

3 Generations walking on beach
  • Brian

    Brian Schiller, CEPA, CIMA, FOC

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Brian is a Senior Partner and Co-Founder of Schiller-Haskell Partners with 21 years of experience providing wealth management advice and guidance to C-suite executives and entrepreneurs. He joined UBS in 2009 from the Merrill Lynch Private Banking & Investment Group.

    As co-lead of the team, Brian is primarily responsible for overseeing client relationships and focuses on advising corporate executives in the areas of comprehensive financial planning, concentrated equity risk management, portfolio construction and oversight, trust and estate planning, and creative lending solutions.

    When he's not spending time with his family, Brian enjoys playing golf and watching sports. He supports No Greater Sacrifice, the Cystic Fibrosis Foundation and Penn State students through an Annually Funded Scholarship.  Brian holds the Certified Investment Management Analyst® designation.

    Family Office Consultant (FOC)
    FOC is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them to the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge, and will be available for strategic partnering with other Financial Advisors and Private Wealth Advisors at UBS to cultivate relationships with Ultra High Net Worth clients.

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

    • Penn State University, B.S.
    • Private Wealth Advisor
    • Family Office Consultant
    • Certified Exit Planning Advisor
    • Certified Investment Management Analyst®
    • Senior Portfolio Manager
    Corporate executives
    Entrepreneurs
    Executive compensation
    Exit planning
    Business succession
    Legacy planning
    Family Offices
    Lending services
    51 JFK Parkway
    Suite 303
    Short Hills, NJ 07078
  • Michael Haskell

    Michael Haskell, FOC

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Mike is a Senior Partner and Co-Founder of Schiller-Haskell Partners with 21 years of experience providing wealth management advice and guidance to C-suite executives, entrepreneurs and family offices. He joined UBS in 2009 from the Merrill Lynch Private Banking & Investment Group. As co-lead of the team, Mike is primarily responsible for overseeing client relationships and focuses on advising corporate executives in the areas of comprehensive financial planning, concentrated equity risk management, portfolio construction and oversight, trust and estate planning, and creative lending solutions. Mike resides in Garden City, NY with his wife, Michelle and four children, Michael, Ava, William and Luke. Mike enjoys spending time with his family at their house in the Adirondack Mountains.  Mike is a member of the UBS Veterans Network. He is a supporter of No Greater Sacrifice and a mentor to military veterans transitioning from active duty to Wall Street through a program sponsored by American Corporate Partners.  

    Family Office Consultant (FOC)
    FOC is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them to the full suite of UBS capabilities. FOCs undergo rigorous training to strengthen their industry knowledge, and will be available for strategic partnering with other Financial Advisors and Private Wealth Advisors at UBS to cultivate relationships with Ultra High Net Worth clients.

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

      • Private Wealth Advisor
      • Family Office Consultant
      • Senior Portfolio Manager
      • United States Army
      • Series 7, 66 & 31 securities licenses
      Family Offices
      Professional entertainers
      Corporate executives
      Executive compensation
      Estate planning strategies
      Financial planning
      Custom portfolios
      Lending services
      1055 Franklin Avenue
      Garden City, NY 11530
    • Robert Spina Sr. New

      Robert Spina Sr.

      Senior Vice President–Wealth Management

      Senior Portfolio Manager

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • IN
      • NC
      • NE
      • NJ
      • NY
      • OR
      • PA
      • RI
      • SC
      • TX
      • VA
      • VT
      • WI

      Bob is the founding member of SBS Wealth Consulting and a highly regarded financial advisor with over 50 years of industry experience providing financial advice and portfolio management services. Prior to joining UBS in 2015 Bob spent more than 40 years with Morgan Stanley.

      Bob is committed to the long-term relationships that have been established with clients and their families. His focus is building and maintaining those strong partnerships. As a Senior Portfolio Manager, Bob uses equities, fixed income and alternative investments to build portfolios specifically designed for clients’ unique objectives and risk tolerance to both preserve and grow their wealth.

      Bob serves as the Director of Emergency Management and Trustee for the Village of Brookville. He supports the National Kidney Foundation and Alzheimer’s Association. Bob enjoys playing golf and spending time with family and friends. Bob and his wife, Mariellen, reside in Brookville, NY.

       

      Recognitions

      • Investment Advisor Magazine, cover article
      • Forbes Magazine
      • Appearances on CNN, Bloomberg TV, Fox 5, News 12 Long Island, CBS Radio and Bloomberg Financial Radio
      • President’s Volunteer Gold Service Award

        • Iowa Wesleyan University, BA Economics
        • London School of Economics, London, England
        • Senior Portfolio Manager
        • Series 1, 12, 40 & 63 securities licenses
        • Life, Variable Life/Variable Annuities Licenses
        • United States Army National Guard
        • Certified Exit Planning Advisor
        Investing
        Asset allocation
        Alternative investments
        Custom portfolios
        Cash management
        Multi-generational families
        Professionals
        Corporate executives
        One Jericho Plaza
        Jericho, NY 11753
      • Nancy Bohan-New

        Nancy A. Bohan, CRPC

        First Vice President–Wealth Management

        Senior Portfolio Manager

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • IN
        • NC
        • NE
        • NH
        • NJ
        • NY
        • OR
        • PA
        • RI
        • SC
        • TX
        • VA
        • VT
        • WI

        Nancy is a Senior Partner of SBS Wealth Consulting with over 20 years of experience providing personalized financial and retirement advice as well as portfolio management services to high net worth individuals and families. She joined UBS in 2015 from Morgan Stanley.

        Nancy is committed to developing long-term relationships with clients and their families by not only focusing on their financial needs, but incorporating their liquidity needs as well. She helps to advise and manage client’s wealth with the goal of preparing them for a comfortable life both before and after retirement. Nancy is responsible for providing guidance on our lending services for individuals and corporate clients. She is well versed in our commercial real estate capabilities and is able to integrate commercial real estate into clients overall wealth management strategies.

        Nancy is a soccer coach, softball coach and a Girl Scout leader for her twin girls. Nancy, her husband, Eddie, and their daughters, Kaitlin, Kiera and Gianna reside in Garden City, NY.

          • Hofstra University, MBA in Finance
          • St. John’s University, BS in Finance
          • Senior Portfolio Manager
          • Chartered Retirement Planning Counselor℠
          • Financial Planning Specialist
          • Life, Accident and Health, Variable Life/Variable Annuities Licenses
          • Series 7, 66, 63, & 31 securities licenses
          Lending services
          Securities-backed lending
          Retirement planning
          Business succession
          Custom portfolios
          Asset allocation
          Structured products
          Women investors
          One Jericho Plaza
          Jericho, NY 11753
        • Robert Spina Jr-New

          Robert Spina Jr., CFP, CEPA

          Account Vice President

          CERTIFIED FINANCIAL PLANNER™

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • IN
          • LA
          • MA
          • NC
          • NE
          • NJ
          • NY
          • OR
          • PA
          • RI
          • SC
          • TX
          • VA
          • VT
          • WI

          Rob is a Partner of SBS Wealth Consulting with 7 years of experience providing financial planning and wealth management advice to individuals and families. He joined UBS in 2014 working as a Wealth Planning Analyst for the Long Island branches.   

          Rob holds the Certified Financial Planner™ certification and focuses on creating comprehensive financial plans, overseeing client relationships, and implementing investment strategies. Rob builds relationships with clients to discover their needs and goals and provides tailored advice.  His customized plan helps clients prepare for specific life events such as retirement and wealth transfer planning. 

          Rob enjoys spending time with friends and family, playing golf, and traveling. He and his wife, Madeline, reside in Island Park, NY. 

            • Fairfield University, BA in Business Management
            • Chaminade HS Alumni
            • CERTIFIED FINANCIAL PLANNER™
            • Accredited Wealth Management Advisor℠
            • Life, Accident and Health, Travel Accident, Variable Life/Variable Annuities licenses
            • Series 7 & 66 securities licenses
            • Certified Exit Planning Advisor
            Financial planning
            Long-term care planning
            Retirement planning
            Estate planning strategies
            Exit planning
            Custom portfolios
            Asset allocation
            Business owners
            One Jericho Plaza
            Jericho, NY 11753
          • Christina

            Christina Spiro

            Director

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            • AZ
            • CA
            • CO
            • CT
            • DE
            • FL
            • GA
            • IL
            • MA
            • NC
            • NJ
            • NY
            • PA
            • TX
            • VA
            • WY

            Christina is a seasoned leader with over 25 years of financial services experience. She joined UBS in 2015 from Credit Suisse, where she spent eight years as a Director in Global Wealth Management. Prior to her tenure at Credit Suisse, Christina spent a decade in Private Banking at Lehman Brothers. She is the Team Business Manager and is primarily responsible for overseeing ongoing business operations and development. Christina is a graduate of Stockton University and has a Bachelor's of Science. She also holds her Series 7 & 63 licenses. Christina is a member of the Board of Directors for the Arthritis Foundation-NJ Chapter. She is also a supporter of No Greater Sacrifice and numerous animal welfare organizations. Christina resides in Old Bridge, NJ with her husband Joe and their two children, Hailey and Cole.

              • Stockton University, B.S.
              • Series 7 & 63 securities licenses
              Women investors
              Family Offices
              Multi-generational families
              Philanthropy
              Sustainable investing
              Impact investing
              1285 Avenue Of The Americas
              New York, NY 10019
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            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

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            UBS is a world-leading wealth manager