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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
    • WV
    • WY

    Brian is a Senior Partner and Co-Founder of Schiller-Haskell Partners with 22 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.

    • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • 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.
    • Forbes Best-in-State Wealth Management Teams, 2023, 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.

    • 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
    brian.schiller@ubs.com
    Brian Schiller, CEPA, CIMA, FOC
    51 JFK Parkway,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
    • WV
    • WY

    Mike is a Senior Partner and Co-Founder of Schiller-Haskell Partners with 20 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.

    • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • 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.
    • Forbes Best-in-State Wealth Management Teams, 2023, 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.

      • 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
      1285 Ave of the Americas
      15th, 16th,17th, + 18th Floors
      New York, NY 10019
      michael.haskell@ubs.com
      Michael Haskell, FOC
      1285 Ave of the Americas,New York,NY,10019
    • Jared

      Jared Geoghan, CFP

      Authorized Officer

      Financial Advisor

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI
      • WV
      • WY

      Jared is a Relationship Manager who specializes in wealth management strategies that include cash management, advisory solutions, legacy planning, equity awards, lending, and portfolio recommendations. He is proficient in delivering in-depth financial planning to help clients achieve their lifelong goals.

      Jared joined UBS in 2019 in the UBS Wealth Advice Center as a Financial Advisor. He completed a rigorous financial advisor training program and served on the Advisory Council. He was selected for the Leadership & Development Program and earned his CERTIFIED FINANCIAL PLANNER™ designation in 2022. Jared currently holds his Series 7 & 66 licenses.

       Jared graduated with a B.S. in Economics and Spanish from Vanderbilt University, where he served as a manager for their Men’s Basketball team. Jared currently resides in New York, NY and enjoys playing golf, traveling, and rooting for his Pittsburgh Steelers.

        • Vanderbilt University, B.S. in Economics and Spanish
        • Series 7 & 66 securities licenses
        Banking
        Lending services
        Financial planning
        Legacy planning
        Estate planning strategies
        Investing
        Asset allocation
        Multi-generational families
        1285 Avenue Of The Americas
        New York, NY 10019
        jared.geoghan@ubs.com
        Jared Geoghan, CFP
        1285 Avenue Of The Americas,New York,NY,10019
      • Robert Spina Sr. New

        Robert Spina Sr.

        Senior Vice President–Wealth Management

        Senior Portfolio Manager

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • IN
        • NC
        • NE
        • NJ
        • NY
        • 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
          robert.spina@ubs.com
          Robert Spina Sr.
          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
          • DE
          • FL
          • IN
          • NC
          • NE
          • NH
          • NJ
          • NY
          • 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
            nancy.bohan@ubs.com
            Nancy A. Bohan, CRPC
            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
            • DE
            • FL
            • IN
            • LA
            • MA
            • NC
            • NE
            • NJ
            • NY
            • 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
              robert.d.spina@ubs.com
              Robert Spina Jr., CFP, CEPA
              One Jericho Plaza,Jericho,NY,11753
            • Kevin W. Wells

              Kevin Wells, CFA

              Associate Director

              Senior Wealth Strategy Associate

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              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IL
              • KY
              • MA
              • MD
              • MN
              • NC
              • NH
              • NJ
              • NV
              • NY
              • OH
              • OR
              • PA
              • TN
              • TX
              • VA
              • WA
              • WI
              • WY

              Portfolio Associate

              Kevin is a Portfolio Associate that brings 15 years of experience in the financial services industry and focuses on market research and portfolio analysis. Kevin is a Chartered Financial Analyst charter holder  (CFA®) and is a member of the CFA Society of New York. He maintains Series 3, 7, and 66 securities licenses. Kevin graduated with a B.A. from Bates College in Lewiston, Maine where he played Division III Golf. He resides in Ridgefield, CT and enjoys playing golf, tennis, swimming and cycling. He volunteers with Achilles International NYC and Catholic Charities of NY.

                • Bates College, B.A.
                • Chartered Financial Analyst®
                • Series 3, 7, and 66 securities licenses
                Investing
                Custom portfolios
                Asset allocation
                Institutional consulting
                Multi-generational families
                Financial planning
                1285 Avenue Of The Americas
                New York, NY 10019
                kevin.wells@ubs.com
                Kevin Wells, CFA
                1285 Avenue Of The Americas,New York,NY,10019
              •  Sandra Bhatt

                Sandra Bhatt

                Senior Client Associate

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

                Sandra is our most Senior Registered Client Associate, bringing 25 years of experience in the financial services industry. She is focused on cultivating close relationships with our clients to help them manage their day to day service needs. She also leads our Client Service Team, and is responsible for overseeing our other Client Associates to ensure we deliver the highest level of proactive service to our clients.

                Born and raised in the UK, she initially worked in the court system after which she became a Police Officer before relocating to the United States. Sandra and her husband live on Long Island with their two college aged children. In their free time the whole family enjoys Soccer (Football) and Baseball.

                    • Series 7 & 66 securities licenses
                    Banking
                    Lending services
                    Cash management
                    Professionals
                    Family Offices
                    Women investors
                    1055 Franklin Avenue
                    Garden City, NY 11530
                    sandra.bhatt@ubs.com
                    Sandra Bhatt
                    1055 Franklin Avenue,Garden City,NY,11530
                  •  Thomas J. Mcgivern

                    Thomas Mcgivern

                    Investment Associate

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                    • CO
                    • CT
                    • FL
                    • MA
                    • NJ
                    • NY
                    • OH
                    • VA

                    Tom is an Investment Associate with Schiller-Haskell Partners. For the past 15 years, his work has largely involved the surveillance and administration of a large number of specialized hedged accounts serving as financing vehicles. He also participates in other client services. Tom has worked at UBS (+PaineWebber) for 26 years; before that, he spent 5 years at Merrill Lynch and 13 years at several commodity futures firms. He lives in Brooklyn NY with his wife and enjoys watching baseball and listening to music.

                      • University of Kansas, B.A., Chemistry
                      • Series 7 & 63 securities licenses
                      Securities-backed lending
                      Cash management
                      Asset allocation
                      Investing
                      Professionals
                      Banking
                      1285 Avenue Of The Americas
                      New York, NY 10019
                      thomas.mcgivern@ubs.com
                      Thomas Mcgivern
                      1285 Avenue Of The Americas,New York,NY,10019
                    • Ellen Spathis

                      Ellen Spathis

                      Wealth Strategy Associate

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                      • AZ
                      • CT
                      • FL
                      • MI
                      • NJ
                      • NY
                      • SC
                      • TX

                      Ellen has over 21 years of experience in the financial services industry. Ellen’s background is in retirement planning and investment consulting, with experience at Taft-Hartley Defined Benefit Funds and Health & Welfare Funds. She also worked with Morgan Stanley and Marcum Wealth an independent advisory firm. She began her career at Goldman Sachs & Company in private wealth management. Ellen’s primary focus is on client relationships, assisting with account inquiries, account opening and maintenance, and effective communication to provide relevant information in a timely manner. She provides support to the team and implements an overall positive client experience. Ellen earned a BBA in International Business and MBA in Finance from Hofstra University. She currently holds her Series 7, Series 6, Series 63 and Series 66 licenses, and has a certification in the Essentials of Investment Consulting Certificate Program from the Investment Management Consultants Association.

                        • Hofstra University, BBA & MBA
                        • Series 6, 7, 63 & 66 securities licenses
                        Banking
                        Lending services
                        Cash management
                        Securities-backed lending
                        Retirement planning
                        Women investors
                        One Jericho Plaza
                        Jericho, NY 11753
                        ellen.spathis@ubs.com
                        Ellen Spathis
                        One Jericho Plaza,Jericho,NY,11753
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