Experience

Makes all the difference

Together, working as strategic partners, we strive to deliver complementary advice and solutions across all areas of our clients' financial lives.

Private Wealth Management - https://financialservicesinc.ubs.com/team/schiller-haskell 

  • Brian Schiller
  • Michael Haskell

Wealth Management - https://advisors.ubs.com/sbswealthconsulting 

  • Robert Spina Sr.
  • Nancy Bohan
  • Robert Spina Jr.

 

 

Brian Schiller, CEPA, CIMA, FOC

Managing Director–Wealth Management

Private Wealth Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.
  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Penn State University, B.S.

Credentials

  • Private Wealth Advisor
  • Family Office Consultant
  • Certified Exit Planning Advisor
  • Certified Investment Management Analyst®
  • Senior Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Corporate executives
Entrepreneurs
Executive compensation
Exit planning
Business succession
Legacy planning
Family Offices
Lending services
51 JFK Parkway
Suite 303
Short Hills, NJ 07078

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Michael Haskell, FOC

Managing Director–Wealth Management

Private Wealth Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.
  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Private Wealth Advisor
  • Family Office Consultant
  • Senior Portfolio Manager
  • United States Army
  • Series 7, 66 & 31 securities licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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Jared Geoghan, CFP

Authorized Officer

Financial Advisor

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.

Registered States:
  • 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

Education

  • Vanderbilt University, B.S. in Economics and Spanish

Credentials

  • Series 7 & 66 securities licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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Robert Spina Sr.

Senior Vice President–Wealth Management

Senior Portfolio Manager

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

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • IN
  • NC
  • NE
  • NJ
  • NY
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT
  • WI

Education

  • Iowa Wesleyan University, BA Economics
  • London School of Economics, London, England

Credentials

  • 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

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Investing
Asset allocation
Alternative investments
Custom portfolios
Cash management
Multi-generational families
Professionals
Corporate executives
One Jericho Plaza
Jericho, NY 11753

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Nancy A. Bohan, CRPC

First Vice President–Wealth Management

Senior Portfolio Manager

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.

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

Education

  • Hofstra University, MBA in Finance
  • St. John’s University, BS in Finance

Credentials

  • 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

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Securities-backed lending
Retirement planning
Business succession
Custom portfolios
Asset allocation
Structured products
Women investors
One Jericho Plaza
Jericho, NY 11753

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Robert Spina Jr., CFP, CEPA

Account Vice President

CERTIFIED FINANCIAL PLANNER™

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. 

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

Education

  • Fairfield University, BA in Business Management
  • Chaminade HS Alumni

Credentials

  • 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

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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Kevin Wells, CFA

Associate Director

Senior Wealth Strategy Associate

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.

Registered States:
  • 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

Education

  • Bates College, B.A.

Credentials

  • Chartered Financial Analyst®
  • Series 3, 7, and 66 securities licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Investing
Custom portfolios
Asset allocation
Institutional consulting
Multi-generational families
Financial planning
1285 Avenue Of The Americas
New York, NY 10019

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Sandra Bhatt

Senior Client Associate

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.

Registered States:
  • 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

Credentials

  • Series 7 & 66 securities licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Lending services
Cash management
Professionals
Family Offices
Women investors
1055 Franklin Avenue
Garden City, NY 11530

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Thomas Mcgivern

Investment Associate

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.

Registered States:
  • CO
  • CT
  • FL
  • MA
  • NJ
  • NY
  • OH
  • VA

Education

  • University of Kansas, B.A., Chemistry

Credentials

  • Series 7 & 63 securities licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Securities-backed lending
Cash management
Asset allocation
Investing
Professionals
Banking
1285 Avenue Of The Americas
New York, NY 10019

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Ellen Spathis

Wealth Strategy Associate

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.

Registered States:
  • AZ
  • CT
  • FL
  • MI
  • NJ
  • NY
  • SC
  • TX

Education

  • Hofstra University, BBA & MBA

Credentials

  • Series 6, 7, 63 & 66 securities licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Lending services
Cash management
Securities-backed lending
Retirement planning
Women investors
One Jericho Plaza
Jericho, NY 11753

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