Experience

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.

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.

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.

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

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.

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. 

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.

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.

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.

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.