The way forward

Today, tomorrow and for generations to come

Karitis Wealth Management Partnership

We are excited to announce our partnership with Giacone Partners and O’Leary Partners! Together we are a team of 12 multi-generational professionals with over 150 year of combined wealth management experience.

Please see the following links for more information: Giacone Partners | O'Leary Partners

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Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Jeffrey Karitis, CFP, CEPA

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Jeff has been providing customized wealth management strategies for business owners, executives, and families with uniquely complex financial lives since 1999. He holds the CFP® (CERTIFIED FINANCIAL PLANNER™ professional) and CEPA (Certified Exit Planning Advisor) designations. He joined UBS Financial Services in 2015, previously he was a First Vice President-Wealth Management at Merrill Lynch, an Analyst for Merrill Lynch Investment Banking, a Consultant for Merrill Lynch Alternative Investments, and a Special Assistant to the CFO & COO of a major children's book publisher and entertainment company. Jeff earned his Bachelor of Science degree in Finance and Marketing from University at Albany- State University of New York.

Jeff, his wife, their two children and retired racing greyhounds reside in Hudson Valley New York. He has served at executive board member for the JDRF Great New York Chapter and co-president of the JDRF Westchester/Fairfield/Hudson Valley chapter, Treasurer of his Temple, Chair the Jewish Federation of Greater Orange County NY endowment committee and he donates his time to Children with Diabetes running the Dad's group. He is part of Strategic Coach 10X Ambition community on his journey for never ending learning and growth personally and professionally to find new ways to add value and live fully.

In 2014 his daughter was diagnosed with T1D and ever since one of his top priorities has been to work with organizations that are improving the lives of people with diabetes as well as those searching for a cure.
- Forbes Best-in-State Wealth Management Teams, 2025The 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.
- University at Albany State University of New York, Bachelor of Science degree in Finance and Marketing
- Senior Portfolio Manager
- CERTIFIED FINANCIAL PLANNER
- Certified Exit Planning Advisor
1285 Avenue Of The Americas
New York, NY 10019

jeffrey.karitis@ubs.com

Jeffrey Karitis, CFP, CEPA

1285 Avenue Of The Americas,New York,NY,10019
Jake Leo Marsico, CRPC

Wealth Strategy Associate
View bio
- AZ
- CA
- CT
- DE
- FL
- GA
- IL
- KY
- MA
- ME
- MN
- NC
- NH
- NJ
- NM
- NY
- OR
- PA
- SC
- TX
- VA
Jake is a Wealth Strategy Associate at UBS who delivers a Ritz-Carlton level of service, ensuring every client experience is seamless, personalized, and top-tier. Wearing multiple hats, he blends financial knowledge, strategic problem-solving, and an unwavering commitment to excellence to help clients navigate their wealth with confidence.

Since joining UBS in 2019 after earning his B.S. in Finance with a minor in Information Technology from Monmouth University, Jake has been a key player in client service and operations. Armed with his SIE, Series 7 & 66 Licenses, he thrives in the fast-paced world of wealth management, bringing the same passion, precision, and competitive mindset he honed as a lifelong sports enthusiast.

A proud resident of Hoboken, NJ with his wife Jillian, Jake is a die-hard sports fan who loves catching games, traveling to new destinations, and playing golf. Whether on the course or in the office, he brings the same dedication and strategy—always looking for the next great opportunity.
- Monmouth University, Bachelor of Science in Finance with a minor in Information Technology
- Series 7 and 66 licenses
1285 Avenue Of The Americas
New York, NY 10019

jake.marsico@ubs.com

Jake Leo Marsico, CRPC

1285 Avenue Of The Americas,New York,NY,10019

Mike Giacone

Managing Director-Wealth Management

Senior Portfolio Manager

View bio

John O’Leary and Mike Giacone are the leaders and founders of their respective Wealth Management teams. Giacone Partners joined UBS from Morgan Stanley and O’Leary Partners from Wachovia, both in 2009. As strategic partners, our teams seek to deliver comprehensive and complementary advice and solutions.

The collaboration between the two teams allows us to deploy each advisor’s specific experience for the benefit of our clients. Mike has steered clients through more than 31 years of varying financial markets. Mike constructs and oversees several customized financial models. He has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds.

Mike's industry expertise has navigated clients through more than 35 years of varying financial markets. Mike is the Senior Portfolio Manager and founder of Giacone Partners.

As a Senior Portfolio Manager, Mike constructs and oversees several customized financial models. He has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds. Mike's top priority as a Senior Portfolio Manager is risk mitigation–keeping clients' wealth and legacy always at the forefront of the investment process.

Prior to joining UBS in 2009, Mike was a member of Morgan Stanley's prestigious Chairman's Club and was appointed head of the FA Council. He is now an esteemed member of the Chairman's Club at UBS. Mike received his B.S. in Business from Wagner College and completed the Senior Financial Advisor Program at the Wharton School of the University of Pennsylvania. He has completed the UBS Portfolio Management Program and maintains his Series 7, Series 3, Series 63, Series 65, and Series 8 securities licenses, as well as his Insurance license.

Mike has two children and currently lives in Westfield, NJ with his wife Jean. Outside of the office, Mike is an avid boater, and has a passion for deep sea fishing.
John O'Leary

Managing Director–Wealth Management

Private Wealth Advisor

View bio

With more than 30 years of industry experience, John’s approach to working with his clients begins with identifying their unique financial needs and goals. Once identified, he then shifts his focus to each client’s risk tolerance and combines these factors to offer his clients custom tailored strategies and solutions. John’s private wealth management team primarily focuses on professionals, business owners, doctors, retirees and women investors. Aside from working with individuals, John also has experience advising institutional clients in conjunction with UBS’s Business Development Group and Investment Bank.

Outside of UBS, John has appeared in Forbes and Research Magazines, serves on the Board of Trustees and Executive Board for Saint Leo University in Florida, and also serves as a board member for the Key West Art & Historical Society.

In his free time, John enjoys boating, reading and volunteering in his community. He and his wife, Karen, spend time between their residences in the Tri-State Area and South Florida and are parents to three adult children.
Anthony DePalma, CFP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

View bio

Anthony is a senior portfolio manager and a Certified Financial Planner with 30 years of industry experience. Anthony’s expertise shines through in his experience with wealth preservation, risk management, and implementation of financial planning for multi-generational high net worth families, as well as in his vast knowledge of trust and estate topics. Anthony earned a BA in Economics from SUNY New Paltz, and currently resides in Long Island City, NY.
Thomas Badger

Senior Vice President–Wealth Management

Portfolio Manager

View bio

Tom has provided financial guidance to clients for more than 28 years. He graduated with a B.A. from Rutgers University, Rutgers College where he was a member of the Lacrosse Team '88 to '92 and honored recipient of the Robert Collett Award. He also completed the Morgan Stanley Investment Consultant's Program at the Wharton School, University of Pennsylvania. Tom is the team Syndicate Coordinator and Equity Specialist. He lives in Fairfield, CT with his wife and two children and is active in his community. Tom plays in a masters lacrosse league and enjoys tennis and cycling.
Michael Giacone, CIMA®, CEPA®

Senior Wealth Strategy Associate

Certified Investment Management Analyst®

View bio

Michael played College Football at Boston College, where he graduated from the Wallace E. Carroll School of Management in 2016 with a Bachelor's Degree in both Marketing and Management. Following graduation, Michael played out his final season with the Eagles while pursuing a Master's Degree in Leadership & Administration. After receiving his Master's degree in May of 2017, Michael joined Giacone Partners in June of 2017.

Michael, a Certified Investment Management Analyst^®, focuses on constructing investment strategies, conducting due diligence screenings and exploring alternative investment solutions. He is the team’s Certified Exit Planning Advisor^®, specializing in helping business owners achieve successful transitions and exits. Michael currently lives in Westfield, New Jersey with his Wife and Daughter.
Jake Leo Marisco, CRPC®

Wealth Strategy Associate

View bio

Jake joined UBS Financial Services following his graduation from Monmouth University in May of 2019. He earned a Bachelor of Science in Finance with a minor in Information Technology. He currently holds his SIE, Series 7 and 66 License as well as his Insurance License. Jake focuses primarily on client services, including operational and administrative duties, as well as marketing and business development.

Jake lives in Hoboken, NJ with his fiancé, Jillian. Outside the office he enjoys traveling and playing golf.

Jeffrey Karitis, CFP, CEPA

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
Jeff has been providing customized wealth management strategies for business owners, executives, and families with uniquely complex financial lives since 1999. He holds the CFP® (CERTIFIED FINANCIAL PLANNER™ professional) and CEPA (Certified Exit Planning Advisor) designations. He joined UBS Financial Services in 2015, previously he was a First Vice President-Wealth Management at Merrill Lynch, an Analyst for Merrill Lynch Investment Banking, a Consultant for Merrill Lynch Alternative Investments, and a Special Assistant to the CFO & COO of a major children's book publisher and entertainment company. Jeff earned his Bachelor of Science degree in Finance and Marketing from University at Albany- State University of New York.

Jeff, his wife, their two children and retired racing greyhounds reside in Hudson Valley New York. He has served at executive board member for the JDRF Great New York Chapter and co-president of the JDRF Westchester/Fairfield/Hudson Valley chapter, Treasurer of his Temple, Chair the Jewish Federation of Greater Orange County NY endowment committee and he donates his time to Children with Diabetes running the Dad's group. He is part of Strategic Coach 10X Ambition community on his journey for never ending learning and growth personally and professionally to find new ways to add value and live fully.

In 2014 his daughter was diagnosed with T1D and ever since one of his top priorities has been to work with organizations that are improving the lives of people with diabetes as well as those searching for a cure.
- Forbes Best-in-State Wealth Management Teams, 2025The 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.
- University at Albany State University of New York, Bachelor of Science degree in Finance and Marketing
- Senior Portfolio Manager
- CERTIFIED FINANCIAL PLANNER
- Certified Exit Planning Advisor
1285 Avenue Of The Americas
New York, NY 10019

jeffrey.karitis@ubs.com

Jeffrey Karitis, CFP, CEPA

1285 Avenue Of The Americas,New York,NY,10019
Jake Leo Marsico, CRPC

Wealth Strategy Associate
View bio
- AZ
- CA
- CT
- DE
- FL
- GA
- IL
- KY
- MA
- ME
- MN
- NC
- NH
- NJ
- NM
- NY
- OR
- PA
- SC
- TX
- VA
Jake is a Wealth Strategy Associate at UBS who delivers a Ritz-Carlton level of service, ensuring every client experience is seamless, personalized, and top-tier. Wearing multiple hats, he blends financial knowledge, strategic problem-solving, and an unwavering commitment to excellence to help clients navigate their wealth with confidence.

Since joining UBS in 2019 after earning his B.S. in Finance with a minor in Information Technology from Monmouth University, Jake has been a key player in client service and operations. Armed with his SIE, Series 7 & 66 Licenses, he thrives in the fast-paced world of wealth management, bringing the same passion, precision, and competitive mindset he honed as a lifelong sports enthusiast.

A proud resident of Hoboken, NJ with his wife Jillian, Jake is a die-hard sports fan who loves catching games, traveling to new destinations, and playing golf. Whether on the course or in the office, he brings the same dedication and strategy—always looking for the next great opportunity.
- Monmouth University, Bachelor of Science in Finance with a minor in Information Technology
- Series 7 and 66 licenses
1285 Avenue Of The Americas
New York, NY 10019

jake.marsico@ubs.com

Jake Leo Marsico, CRPC

1285 Avenue Of The Americas,New York,NY,10019

Mike Giacone

Managing Director-Wealth Management

Senior Portfolio Manager

View bio

John O’Leary and Mike Giacone are the leaders and founders of their respective Wealth Management teams. Giacone Partners joined UBS from Morgan Stanley and O’Leary Partners from Wachovia, both in 2009. As strategic partners, our teams seek to deliver comprehensive and complementary advice and solutions.

The collaboration between the two teams allows us to deploy each advisor’s specific experience for the benefit of our clients. Mike has steered clients through more than 31 years of varying financial markets. Mike constructs and oversees several customized financial models. He has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds.

Mike's industry expertise has navigated clients through more than 35 years of varying financial markets. Mike is the Senior Portfolio Manager and founder of Giacone Partners.

As a Senior Portfolio Manager, Mike constructs and oversees several customized financial models. He has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds. Mike's top priority as a Senior Portfolio Manager is risk mitigation–keeping clients' wealth and legacy always at the forefront of the investment process.

Prior to joining UBS in 2009, Mike was a member of Morgan Stanley's prestigious Chairman's Club and was appointed head of the FA Council. He is now an esteemed member of the Chairman's Club at UBS. Mike received his B.S. in Business from Wagner College and completed the Senior Financial Advisor Program at the Wharton School of the University of Pennsylvania. He has completed the UBS Portfolio Management Program and maintains his Series 7, Series 3, Series 63, Series 65, and Series 8 securities licenses, as well as his Insurance license.

Mike has two children and currently lives in Westfield, NJ with his wife Jean. Outside of the office, Mike is an avid boater, and has a passion for deep sea fishing.
John O'Leary

Managing Director–Wealth Management

Private Wealth Advisor

View bio

With more than 30 years of industry experience, John’s approach to working with his clients begins with identifying their unique financial needs and goals. Once identified, he then shifts his focus to each client’s risk tolerance and combines these factors to offer his clients custom tailored strategies and solutions. John’s private wealth management team primarily focuses on professionals, business owners, doctors, retirees and women investors. Aside from working with individuals, John also has experience advising institutional clients in conjunction with UBS’s Business Development Group and Investment Bank.

Outside of UBS, John has appeared in Forbes and Research Magazines, serves on the Board of Trustees and Executive Board for Saint Leo University in Florida, and also serves as a board member for the Key West Art & Historical Society.

In his free time, John enjoys boating, reading and volunteering in his community. He and his wife, Karen, spend time between their residences in the Tri-State Area and South Florida and are parents to three adult children.
Anthony DePalma, CFP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

View bio

Anthony is a senior portfolio manager and a Certified Financial Planner with 30 years of industry experience. Anthony’s expertise shines through in his experience with wealth preservation, risk management, and implementation of financial planning for multi-generational high net worth families, as well as in his vast knowledge of trust and estate topics. Anthony earned a BA in Economics from SUNY New Paltz, and currently resides in Long Island City, NY.
Thomas Badger

Senior Vice President–Wealth Management

Portfolio Manager

View bio

Tom has provided financial guidance to clients for more than 28 years. He graduated with a B.A. from Rutgers University, Rutgers College where he was a member of the Lacrosse Team '88 to '92 and honored recipient of the Robert Collett Award. He also completed the Morgan Stanley Investment Consultant's Program at the Wharton School, University of Pennsylvania. Tom is the team Syndicate Coordinator and Equity Specialist. He lives in Fairfield, CT with his wife and two children and is active in his community. Tom plays in a masters lacrosse league and enjoys tennis and cycling.
Michael Giacone, CIMA®, CEPA®

Senior Wealth Strategy Associate

Certified Investment Management Analyst®

View bio

Michael played College Football at Boston College, where he graduated from the Wallace E. Carroll School of Management in 2016 with a Bachelor's Degree in both Marketing and Management. Following graduation, Michael played out his final season with the Eagles while pursuing a Master's Degree in Leadership & Administration. After receiving his Master's degree in May of 2017, Michael joined Giacone Partners in June of 2017.

Michael, a Certified Investment Management Analyst^®, focuses on constructing investment strategies, conducting due diligence screenings and exploring alternative investment solutions. He is the team’s Certified Exit Planning Advisor^®, specializing in helping business owners achieve successful transitions and exits. Michael currently lives in Westfield, New Jersey with his Wife and Daughter.
Jake Leo Marisco, CRPC®

Wealth Strategy Associate

View bio

Jake joined UBS Financial Services following his graduation from Monmouth University in May of 2019. He earned a Bachelor of Science in Finance with a minor in Information Technology. He currently holds his SIE, Series 7 and 66 License as well as his Insurance License. Jake focuses primarily on client services, including operational and administrative duties, as well as marketing and business development.

Jake lives in Hoboken, NJ with his fiancé, Jillian. Outside the office he enjoys traveling and playing golf.